JTL Industries

JTL Industries reported a strong Q4 FY26 with revenue of ₹693 croreCurrent reported value: ₹693 crore. No comparable prior figure is available in the source record. (up 47.5Current reported value: 47.5. No comparable prior figure is available in the source record.% YoY) and EBITDA of ₹58 croreCurrent reported value: ₹58 crore. No comparable prior figure is available in the source record., driven by record quarterly sales volume of 1,23,262 metric tonsCurrent 1,23,262 metric tons. Reported change: +30% YoY. (up ~30% YoY). The key driver was the ramp-up of the Manga facility, which contributed ~25,000 tons of incremental volume, and increasing share of value-added products (27%Current 27%. Reported change: +5pp YoY. of mix). Management guided for 30% volume growthCurrent reported value: 30% volume growth. No comparable prior figure is available in the source record. in FY27 and 10-15% improvement in EBITDA per ton, supported by new capacity (cold rolling complex, color-coated pipes) coming online by H2 FY27. Export contribution reached 10%Current 10%. Reported change: +2pp YoY. and is targeted at 15%. The JTL Defense subsidiary is scaling up, targeting ₹150-200 crore revenue in FY27. Key risk: delay in new capacity commissioning could temper volume growth and margin expansion.