Jyothy Labs
Q2 EBITDA margin collapsed to 2.5% (16.1% last year) on a 34.8% gross margin. Management gave no numeric guidance and made H2 recovery conditional on commodity stability.
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Q2 EBITDA margin collapsed to 2.5% (16.1% last year) on a 34.8% gross margin. Management gave no numeric guidance and made H2 recovery conditional on commodity stability.
Q2 EBITDA margin collapsed to 2.5% (16.1% last year) on a 34.8% gross margin. Management gave no numeric guidance and made H2 recovery conditional on commodity stability.
No numeric guidance; FY27 called an 'aberration'. Margin recovery 'progressive'; ₹5,000 Cr revenue aim reaffirmed, no date.
Management is firefighting severe gross margin contraction caused by extreme crude-oil linked inflation, relying on price hikes and channel expansion while facing aggressive competitive discounting.
Management update on the non-renewal of Henkel brand licenses (Pril and Fa) effective June 1, 2026. Company is shifting focus to scaling 'Exo' Dishwash Liquid and has initiated arbitration in Singapore.
Jyothy Labs reported Q4FY26 revenue of ₹717cr, up 7.7% YoY, with FY26 revenue at ₹2,944cr. Focus remains on volume-led growth and liquid detergent conversion amid high input cost volatility.
Jyothy Labs FY26 revenue hit ₹2,944cr with 6% volume growth. Q4FY26 saw 7.7% revenue growth, though margins compressed due to input cost inflation and competitive intensity.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.