Jyoti Resins and Adhesives Ltd
Jyoti Resins and Adhesives Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company is cautious about providing exact timelines for achieving INR 500 crore revenue but plans to come back with a detailed growth plan. The company plans to achieve better growth but currently does not provide specific timelines or exact revenue targets for INR 500 crores; detailed planning is underway (Page 22).
From Jyoti Resins and Adhesives Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company is cautious about providing exact timelines for achieving INR 500 crore revenue but plans to come back with a detailed growth plan.
- Current brownfield expansion (70-80% complete) will finish within 1-2 quarters; post-FY27, a greenfield expansion of INR 40-45 crore is planned to support growth.
- Volume growth in Q3 FY26 was flattish year-on-year; 9 months volume growth is around 4-4.5%.
- Quarter 4 is historically strong; the company aims for good sales in Q4 to boost annual performance.
- The strategy includes talent acquisition, brand communication, trade marketing, and maintaining EBITDA margins of 22-25% for scalability.
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Profitability & Margins
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Capital Expenditure Plans
- Jyoti Resins & Adhesives Ltd. is currently undertaking brownfield expansions, with 70-80% of the work completed. This expansion will increase capacity to 3,500 tons per month, enabling revenue generation of INR 600 to 700 crores.
- The brownfield expansion is expected to be completed within the next one or two quarters (around end of FY26).
- Post FY27, the company plans to start a new greenfield expansion with an estimated investment of INR 40 to 45 crores.
- The company emphasizes strategic, controlled capital deployment focused on scalable growth rather than large-scale spending.
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Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Jyoti Resins and Adhesives Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company did not provide explicit details on the current or expected orderbook or pending orders during the call.
- Regarding capacity increase to 3,500 tons per month, the management indicated that brownfield expansion is almost complete, enabling revenue potential of INR 600-700 crores.
- It was mentioned that despite capacity expansion, volume growth has been flat year-on-year for Q3, while 9-month volume growth is around 4-4.5%.
- The management acknowledged market demand softness in Q3, but expressed confidence to recover and grow in Q4.
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Jyoti Resins and Adhesives Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹93 Cr, net profit ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Jyoti Resins and Adhesives Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Jyoti Resins and Adhesives Ltd Q3 FY26 results?
The company is cautious about providing exact timelines for achieving INR 500 crore revenue but plans to come back with a detailed growth plan. The company plans to achieve better growth but currently does not provide specific timelines or exact revenue targets for INR 500 crores; detailed planning is underway (Page 22).
What is Jyoti Resins and Adhesives Ltd share price analysis?
Jyoti Resins and Adhesives Ltd currently shows a neutral. The stock trades at a P/E of 15.4 with a market cap of ₹1,079 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jyoti Resins and Adhesives Ltd planning capital expenditure?
Jyoti Resins & Adhesives Ltd.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.