Jyoti Resins & Adhesives Ltd (BOM:514448)

Q1 2027 Jyoti Resins and Adhesives Ltd Earnings Call Transcript

Aug 11, 2026 / 11:30 AM GMT

Release Date Price: ₹837.7 (-5.89%)

Transcript

Key Points

Positve

Revenue grew 17% year-over-year, with 10% volume growth despite a challenging environment.
Capacity expansion from 2,010 to 3,510 tons per month is nearly complete, supporting future growth.
Strong balance sheet with zero debt and healthy cash generation, enabling investments.
Carpenter network expanded to 210,000 registered carpenters, strengthening brand loyalty.
Management confident in maintaining 22-25% EBITDA margins in the long term, with price hikes helping Q2.

Negative

Q1 EBITDA margin dropped to 16% due to sharp raw material price spikes and geopolitical unrest.
Raw material inventory was light, forcing the company to absorb cost increases without hedging.
Employee costs rose 25% sequentially due to new hires and appraisals, pressuring margins.
Trade receivables remain high at ~150 crore, with days outstanding above 150, though management targets 120 days.
Volume growth was partly front-ended due to pre-buying before price hikes, with some project delays in May.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JYRA.BO - Jyoti Resins and Adhesives Ltd
Q1 2027 Jyoti Resins and Adhesives Ltd Earnings Call
Aug 11, 2026 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Shall we begin?

Yes, please.

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Unidentified_2 [2]
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This meeting is being recorded.

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Unidentified_1 [3]
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Ladies and gentlemen, on behalf of Captify Consulting Investor Relations Team, I welcome you all to the Q1 FY27 post earnings conference call of Jyoti Residents and Adresters Limited.

From the management, we have with us Mr. Utkash

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