Jyothy Labs earnings calls.
Other · 5 quarters tracked · source-linked performance, management guidance and promise context.
Latest revenue
Pending
financial record pending verification
Quarters tracked
5
source records in the directory
Delivery assessment
60
Across 10 tracked commitments: 6 delivered, 4 missed.
Call date
Pending
latest available source date
Signal trajectory
3 actual quartersCurrent read
60/100
Across 10 tracked commitments: 6 delivered, 4 missed.
Latest source read
What changed this quarter?
Jyothy Labs delivered muted Q1 FY26 results with revenue from operations at ₹751 crore, up just 1.4% value and 3.6% volume YoY. EBITDA margin compressed 330bps to 16.5% (₹124 crore EBITDA) due to input cost pressures and heightened competitive intensity, particularly in dishwash. The volume-value gap of ~220bps reflects higher gramage and promotional offs, which management expects to narrow from Q3 onward as base effects normalize. Rural demand outperformed urban, while modern trade and e-commerce grew double digits, though this largely substitutes traditional trade rather than adding incremental consumption. The household insecticides segment remains a drag, with management targeting FY27 for profitability. Early signs of urban demand recovery emerged in July, providing cautious optimism for H2 supported by favorable monsoon, fiscal measures, and rate cuts. Full-year EBITDA margin guidance maintained at 16-17%.
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Signal
Negative
Revenue
Pending
Source date
Pending
Across the record
Quarter history.
History modules