JTL INDUSTRIES LIMITED — PPTs, 16-07-2025: Investor Presentation

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**Financial Highlights:**

JTL Industries reported Q1 FY26 sales volume of 108,406 MT (+26.5% YoY), driving revenue to ₹543.9 Cr. EBITDA grew 31.1% QoQ to ₹23.4 Cr (4.3% margin), with net profit at ₹16.5 Cr (3.0% margin). This shows resilience during a steel downcycle, with value-added products comprising 20% of sales.

**Strategic Initiatives & Growth Drivers:**

The company entered the high-margin brass foils market. Significant capacity expansions are planned at Mangaon, including new ERW pipe lines for ASTM/API-grade products, a 4,00,000 MTPA GI Coil unit (Q3 FY26), and 6,00,000 MTPA color-coated coil capacity (H1 FY27). DFT technology boosts operational efficiency.

**Business Developments:**

An MOU for brass foils production was secured. JTL was a key supplier for the Jal Jeevan Mission, providing 30,000 MT of GI pipes. Recent mergers, including JTL Engineering, have strengthened the company's backward integration.

**Market Position & Competitive Advantage:**

As a leading, debt-free building material solutions provider, JTL boasts an industry-leading EBITDA per ton. Its pan-India and global presence, along with international standard-compliant products, positions it well to capitalize on India's infrastructure-driven steel pipe demand.

**Investor Implications:**

These updates signal strong positive growth potential through strategic diversification into high-margin segments and substantial capacity additions. The focus on value-added products and operational efficiency supports future profitability. Investors should monitor new project execution and margin trends.