Jyoti Resins and Adhesives Ltd
Jyoti Resins and Adhesives Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
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
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
2 more points management made on order book & pipeline
Jyoti Resins and Adhesives Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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's management said in earlier quarters
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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.
