Jay Bee Laminations Limited — Investor Meet, 05-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jay Bee Laminations has announced a board meeting on May 12, 2025, to consider the financial results for the quarter and half-year.

H2 and FY25 volumes rose 32% YoY to 12,400 MT, with revenue up 21%, driven by better capacity use after brownfield expansion to 18,060 MT. Margins dipped in H2 due to raw material cost swings and aggressive sales, but EBITDA margins are expected to stabilize around 12-13% annually. The company plans phased capacity expansion to 23,340 MT in FY26, targeting 30% volume growth. Forward integration into coil assemblies and small transformers aims for ₹3-4 Cr orders this year and ₹40-50 Cr from exports next year. Management is confident amid strong demand but notes potential cyclicality and competition. Inventory and supplier management remain key focus areas.