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Jyoti Resins and Adhesives Ltd

Q4 FY25Chemicals & Petrochemicals

Jyoti Resins and Adhesives Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹850
Market cap₹1.1K Cr
P/E15.4
Updated23 Aug 2026
Read4 min read

The short version

Targeting 20% to 25% revenue growth for FY26, aiming for INR 360-370 crore. Company targets 20%-25% revenue growth for FY26, aiming approximately INR 360-370 crore.

From Jyoti Resins and Adhesives Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Targeting 20% to 25% revenue growth for FY26, aiming for INR 360-370 crore.
  • Volume growth for FY25 was 14%; targeting 25% volume growth over the next three years.
  • The goal is to reach INR 500 crore revenue by FY27 through a mix of geographic expansion and deepened penetration in existing markets.
  • Expansion into new states like UP, Delhi, West Bengal, Chhattisgarh, and Telangana while focusing on consolidating in mature states.
  • Capacity expansion: Adding 1,500 tons per month at existing plants by the end of FY25 to support INR 650 crore revenue.
  • Long-term EBITDA margin guidance around 22%-25%, with stable raw materials and increased brand marketing spend.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Jyoti Resins and Adhesives Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • The company is adding 1,500 tons per month capacity expansion at the existing plant by the end of FY25, increasing total capacity to 3,500 tons per month. This expansion will cost around INR 5-7 crore and is expected to generate revenue potential of INR 650 crore at 85% utilization.
  • There are no other immediate CapEx plans besides this brownfield expansion.
  • In the next two years, the company plans to start greenfield expansion for future growth.
  • Cash reserves of around INR 150 crore are planned to be utilized at a rate of 7-8%, mainly for brand communications and trade marketing as part of strategic investments into consumer branding (including the recently onboarded brand ambassador).

2 more points management made on capital expenditure plans

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

5x potential
1Shiv Texchem
Rev 1Mar 2
2Yasho Industries
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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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 transcript does not explicitly mention current or expected order book or pending orders for Jyoti Resins & Adhesives Ltd. during the Q4 & FY25 Post Earnings Conference Call. There is no direct reference to order backlog or pending order status in the provided pages. Key points related to business momentum include: - Volume growth of 14% in FY25, targeting 25% volume growth in coming years. - Expansion into new states including UP, Delhi, West Bengal, Chhattisgarh, and Telangana. - Capacity expansion planned to add 1,500 tons per month by the end of FY25.

2 more points management made on order book & pipeline

Jyoti Resins and Adhesives Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹93 Cr, net profit ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were Jyoti Resins and Adhesives Ltd Q4 FY25 results?

Targeting 20% to 25% revenue growth for FY26, aiming for INR 360-370 crore. Company targets 20%-25% revenue growth for FY26, aiming approximately INR 360-370 crore.

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?

The company is adding 1,500 tons per month capacity expansion at the existing plant by the end of FY25, increasing total capacity to 3,500 tons per month.

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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.