Jyoti Resins and Adhesives Limited (514448) Earnings Call Transcripts

Jyoti Resins and Adhesives Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Jyoti Resins and Adhesives Limited reported a significant revenue growth of 18% year-over-year, driven by a 16% increase in volume. The company achieved its highest quarterly revenue performance to date, with an EBITDA margin of approximately 27%, consistent with its guidance for the fiscal year. Management expressed optimism about future growth, targeting INR 500 crores in revenue over the next 2-3 years, while navigating challenges from external factors such as geopolitical tensions and raw material price increases.

Reported metrics

Guidance from management

Management is targeting a revenue growth of 15% to 20% for FY '27, with plans to reach INR 500 crores in revenue over the next 2-3 years. They remain optimistic despite external challenges affecting raw material costs.

What management said

So we are aiming that at least 3 lakh carpenters should be registered as we have gone detailed through the data, and we have the assumptions about the per shop carpenters or that data we have. So we are aiming 3 lakh carpenters nearer future.

Yes. So the RM part, the VAM is the key raw material of ours. So it is crude derivatives. So yes, it is affected because of this situation. And I believe that if the situation get normal at the world level, then it can be -- come within the line within 3 months around. But it is very much early to say that because there is -- the situation is not stable right now. But we have taken the price rise, and almost 70% pri...

What analysts pressed on

Analysts expressed concerns regarding the rising receivables and the potential impact on cash flow. There were also questions about the sustainability of margins given the significant raw material price increases and the effectiveness of the brand-building initiatives in new markets.

Main topics on the call

• Record Revenue Performance — The company reported its highest-ever quarterly revenue performance, achieving an 18% year-over-year growth, attributed to a 16% increase in volume. Management stated, "This revenue performance for quarter 4 is our highe...
• Brand Building Initiatives — Management highlighted a major brand-building initiative during the ICC T20 World Cup, aiming to enhance brand visibility and market positioning. They noted, "We believe this investment in brand equity will create long-t...
• Expansion into New Markets — The company plans to commence operations in Odisha and Chhattisgarh in May '26 as part of its strategy to deepen market presence. Management emphasized, "We are working aggressively to deepen our presence in existing mar...
• Challenges from Raw Material Prices — Management acknowledged challenges from rising raw material prices, particularly vinyl acetate monomer (VAM), which has seen significant price increases. They indicated that "the situation is not stable right now" regard...

Read the full Jyoti Resins and Adhesives Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 10 Jyoti Resins and Adhesives Limited earnings call transcripts on record, spanning June 6, 2024 to August 11, 2026. Based on this history, Jyoti Resins and Adhesives Limited reports quarterly. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

514448

Exchange

BSE

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

10

First call

June 6, 2024

Most recent

August 11, 2026

Reporting cadence

quarterly