What was Jyothy Labs's revenue in Q4 FY26?

Jyothy Labs reported revenue of ₹717 Cr in Q4 FY26, a +7.7% change year-over-year.

Did Jyothy Labs management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Jyothy Labs Q4 FY26 Research Workspace: Revenue ₹717 Cr (+7.7%)

Q: What guidance did Jyothy Labs management give?

Selective price increases of ~4% taken in March: Management implemented a blended price increase of approximately 4% across categories in March, with full impact expected from Q2 FY27.

Revenue ₹717 Cr +7.7%

EBITDA —

PAT —

EBITDA Margin 13.5% -330bps

Duration 55 min

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Financial stats pending filing verification

2-Minute Summary

✦ AI-Generated from Full Transcript

Jyothy Labs reported Q4 FY26 revenue of ₹717 crore, up 7.7% YoY, driven by strong volume growth of 17.8% in fabric care and 20% in personal care. However, EBITDA margin contracted 330 bps to 13.5% due to sharp input cost inflation (crude-linked raw materials up 60-65%) and lower realizations from competitive pricing and grammage increases. Management highlighted near-term margin pressure and declined to provide FY27 guidance. The company took selective price hikes of ~4% in March, with full impact expected from Q2. Key risks include sustained crude price volatility and inability to fully pass on costs in a competitive environment. The household insecticides segment is nearing breakeven, with liquid vaporizer now 55% of the portfolio.

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Research workspace

Focused Modules

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Risk Intelligence

Crude price volatility and input cost inflation

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Quarter Snapshot

Fabric Care Volume Growth 17.8%

+17.8pp YoY

Fabric care volume grew 17.8% YoY in Q4, led by strong performance in liquid detergents and post-wash products.

Personal Care Value Growth 20%

+20pp YoY

Personal care segment grew 20% YoY in Q4, recovering from earlier GST disruption, with Margo franchise performing well.

Liquid Vaporizer Share in HI 55%

+5pp YoY

Liquid vaporizer now constitutes 55% of household insecticides portfolio, up from 50% last year, improving mix and profitability.

Retail Outlet Additions ~1,00,000

+1,00,000 YoY

Company added approximately 1 lakh retail outlets in FY26, continuing its expansion across geographies.

Fast read

Guidance and risk preview

Top guidance Selective price increases of ~4% taken in March

Management implemented a blended price increase of approximately 4% across categories in March, with full impact expected from Q2 FY27.

Top risk Crude price volatility and input cost inflation

Sharp increase in crude-linked raw materials (LAB, HDPE, PP) and packaging costs, with 50-60% of inputs linked to crude, pressuring margins.