JTL Industries Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
JTL Industries reported its highest ever quarterly revenue of INR722 crores and EBITDA of INR59 crores at an 8.1% margin in Q1 FY27, with profit after tax at INR35 crores. Sales volume grew 17.8% year-on-year to 1,18,513 metric tons, with EBITDA per ton at INR4,750 excluding the JTL Defence contribution. Management discussed capacity expansion at the Mangaon facility, export order books affected by container shortages, and progress at JTL Defence including a shift toward coin and bullet shell segments.
JTL Industries reported FY26 revenue from operations of INR2,136 crores and EBITDA of INR166 crores, with profit after tax of INR103 crores and record annual sales volume of 3,95,900 metric tons. Q4 FY26 revenue was INR693 crores, up 47.5% year-on-year and 47.2% quarter-on-quarter, with EBITDA of INR58 crores and profit after tax of INR38 crores on record quarterly volume of 1,23,262 metric tons. Management discussed capacity expansion at the Mangaon facility for value-added products including DFT structural steel pipes and color-coated pipes, and provided commentary on the JTL Defence business and FY27 outlook.