NSE: JYOTHYLAB · BSE: 532926 · ISIN INE668F01031
Jyothy Labs Limited stock analysis
Jyothy Labs Limited ranks #1033 in the TickerSutra evidence-ranked universe with a score of 57/100 and 95% data confidence. The latest captured fundamentals show ROCE of 28.7%, quarterly sales growth of 3.0% and quarterly profit growth of -50.8%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 28.7%
- Low debt/equity of 0.03×
- Strong CFO/EBITDA of 0.92×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Operating margin has compressed materially
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹2,193cr | ₹248cr | ₹139cr | 11.0% |
| 2023 | ₹2,482cr | ₹316cr | ₹240cr | 13.0% |
| 2024 | ₹2,754cr | ₹480cr | ₹370cr | 17.0% |
| 2025 | ₹2,844cr | ₹500cr | ₹371cr | 18.0% |
| 2026 | ₹2,944cr | ₹450cr | ₹333cr | 15.0% |
| TTM | ₹2,966cr | ₹390cr | ₹284cr | 13.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Jyothy Labs Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineGeneral UpdatesNSE · 25 Sept 2026Jyothy Labs Limited has informed the Exchange about General Updates
RoutineJyothy Labs Ltd - 532926 - Announcement Under Regulation 30 - Disclosure On RatingBSE · 25 Sept 2026Announcement under regulation 30 of SEBI LODR- Disclosure on rating.
RoutineJyothy Labs Ltd - 532926 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationBSE · 9 Sept 2026Announcement under Regulation 30 SEBI (LODR) - Analyst / Investor Meet Intimation
MANAGEMENT COMMENTARY
Signals from filed documents
Modern trade, e-commerce and quick commerce continued their strong momentum and remain among our fastest-growing channels. A&P spends has been moderated over the past few quarters due to input cost inflation. Going forward, we intend to step -up investments in advertising and brand building to support long-term sustainable growth.
Excluding Pril and FA, revenue grew by 8.1% in value terms and 5.3% in volume terms on a year -on-year basis. Gross margin stood at 38.5%, down by 950 basis points year -on-year, impacted by abnormally high input c ost inflation and lower realizations. Employee cost was 11.4% of revenue compared to 11.5% in the same quarter last year.
Margin recovery is therefore expected to be progressive and closely linked to top line growth. That said, we believe the current margin pressure is largely transitory and near -term in nature. As commodity prices stabilize and volumes improve, operating leverage should support margin recovery over the coming quarters.
That said, we believe the current margin pressure is largely transitory and near -term in nature. As commodity prices stabilize and volumes improve, operating leverage should support margin recovery over the coming quarters. For FY27, excluding the Pril business, we expect double -digit revenue growth.
Pawan Agarwal: See, our endeavor is to deliver double -digit revenue growth from current quarter itself. But of course, 3%, 4% price increase will be sitting over there. So high single digit is the volume growth that we are expecting throug h the year.
Personal Care performance remained subdued during the quarter, impacted by price increases and transient supply chain disruptions. We remain confident of a recovery trajectory and expect the segment to deliver stronger performance in the coming quarters. T hat said, input cost pressures are beginning to emerge with key raw materials, especially soap noodles witnessing price increases from June onwards.
Pawan Agarwal: Fabric Care was closer to 5% on a portfolio basis, but Dishwash was competitive. Secondly, just on future margin trajectory, assuming if the crude price remains roughly where it is, do we see margins being suppressed till then and only the crude price deflation can result in sort of a decent margin expansion? Or do we have some other plan to bring the margins back?
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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