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Jyoti Resins and Adhesives Ltd

Q4 FY26Chemicals & Petrochemicals

Jyoti Resins and Adhesives Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 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 15% - 20% volume growth to achieve INR 500 crore revenue benchmark. Jyoti Resins & Adhesives Ltd aims for 15% to 20% volume growth in the coming years to reach INR 500 crore revenue benchmark.

From Jyoti Resins and Adhesives Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Targeting 15% - 20% volume growth to achieve INR 500 crore revenue benchmark.
  • Growth to come from both existing mature states (like Maharashtra and Gujarat) and new states (14+ states including Chennai, Kerala, Jammu & Kashmir).
  • Current volume growth achieved was 8% for FY26, with Q2 and Q4 showing 20% and 16% growth respectively, indicating growth targets are achievable.
  • Capacity expansion underway to increase monthly capacity from 2,000 to 3,500 tons, enabling revenue potential of INR 600-650 crores within 2-3 years.
  • Deeper penetration planned in existing markets, alongside wider reach into new geographies.
  • 65% plant utilization currently with plans to scale up to meet sales growth.

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 undertaking brownfield capacity expansions, currently at about 80% completion, expected to finish within one to two quarters. This will increase capacity from 2,000 tons per month to 3,500 tons per month.
  • The expanded capacity aims to support revenue growth up to INR 600-650 crores in 2-3 years.
  • There is ongoing greenfield CapEx planned beyond the brownfield expansion, with investment strategies outlined for FY27 to FY29.
  • Capital investments are primarily focused on increasing production capacity to support targeted volume growth of 15%-20% annually.

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 specifically mention the current or expected orderbook or pending orders for Jyoti Resins & Adhesives Ltd during the Q4 & FY26 post earnings call. No direct references or data points related to order backlog or pending orders are provided in the discussed pages (pages 5 through 25). Summary: - No explicit information on current or expected orderbook/pending orders is disclosed. - The company focuses on volume growth (15-20%) and market expansion strategies. - Key discussions center around pricing, raw material costs, market penetration, receivables, and capacity expansion rather than order backlog.

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 FY26 results?

Targeting 15% - 20% volume growth to achieve INR 500 crore revenue benchmark. Jyoti Resins & Adhesives Ltd aims for 15% to 20% volume growth in the coming years to reach INR 500 crore revenue benchmark.

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 undertaking brownfield capacity expansions, currently at about 80% completion, expected to finish within one to two quarters.

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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.