Jyothy Labs Ltd — earnings calls

Jyothy Labs reported that Fabric Care grew over 14% in value and 10% in volume, while Home Care grew 2.4% excluding Pril, and Personal Care remained subdued due to price increases and supply chain disruptions. Gross margin fell to 38.5%, down 950 basis points year-on-year, and EBITDA margin stood at 8.4%, down about 820 basis points, driven by high crude-linked input costs that price increases had not fully offset. Management said margin recovery would be gradual and more visible from October, with H2 FY27 expected to be better than H1 on growth and profitability.

Jyothy Labs reported Q4 FY26 revenue of Rs 717 crore, up 7.7% year-on-year, with EBITDA margin at 13.5%, down about 330 basis points due to input cost inflation. For the full year, revenue grew 3.5% to Rs 2,944 crore with 6% volume growth, while Fabric Care grew 8% in value led by liquid detergents and Household Insecticides losses narrowed from Rs 25 crore to about Rs 5 crore. Management said crude-linked input costs rose sharply toward the end of the quarter and selective price increases of around 4% were taken in March, with the full impact expected in Q1 FY27.