JTL INDUSTRIES LIMITED — Investor Meet, 02-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JTL Industries reported Q4 total income of ₹478.3 Cr with EBITDA margin at 3.8% and PAT margin at 3.5%. FY25 revenue was ₹1,938.8 Cr, EBITDA ₹123 Cr (6.4%), PAT ₹98.8 Cr (5.1%), and volumes rose 13% to 3.88 lakh tons. Exports doubled to 33,700 tons (9% of sales). Value-added products accounted for 34%, targeting 50% with new product lines. Maharashtra plant capacity nearly doubled to 4.5 lakh tons. FY26 volume target is 5 lakh tons, with EBITDA/ton guidance of ₹4,200-4,400. Capex is ₹240-250 Cr, funded by cash flows. Outlook is positive, focused on niche products and margin protection amid industry challenges.