What was JTL Industries's revenue in Q4 FY26?

JTL Industries reported revenue of ₹693 Cr in Q4 FY26, a +47.5% change year-over-year.

Did JTL Industries management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

JTL Industries Q4 FY26 Research Workspace: Revenue ₹693 Cr (+47.5%)

Q: What guidance did JTL Industries management give?

30% volume growth in FY27: Management guided for 30% year-on-year growth in sales volume for FY27, achievable with current capacity.

Revenue ₹693 Cr +47.5%

EBITDA ₹58 Cr

PAT ₹38 Cr

EBITDA Margin 8.37%

Duration 36 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

JTL Industries reported a strong Q4 FY26 with revenue of ₹693 crore (up 47.5% YoY) and EBITDA of ₹58 crore, driven by record quarterly sales volume of 1,23,262 metric tons (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% of mix). Management guided for 30% volume growth 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% 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.

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Research workspace

Focused Modules

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Risk Intelligence

Delay in new capacity commissioning

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Quarter Snapshot

Sales Volume (Q4) 1,23,262 MT

+30% YoY

Highest ever quarterly sales volume, driven by Manga facility ramp-up and DFT product push.

Value-Added Products Share 27%

+5pp YoY

Share of value-added products in sales mix increased, supporting EBITDA per ton improvement.

Export Contribution 10%

+2pp YoY

Export sales volume percentage reached 10%, with target of 15% in medium term.

Manga Facility Utilization 35-40%

+15pp QoQ

Utilization at Manga facility improved; management expects 60-70% in FY27.

Fast read

Guidance and risk preview

Top guidance 30% volume growth in FY27

Management guided for 30% year-on-year growth in sales volume for FY27, achievable with current capacity.

Top risk Delay in new capacity commissioning

The cold rolling complex and color-coated pipe capacity may face delays, impacting volume growth and margin expansion targets.