JTL INDUSTRIES LIMITED — Investor Meet, 23-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JTL Industries' Q1 FY26 saw total income of INR 549.6 Cr, EBITDA of INR 23.3 Cr (4.3% margin), and PAT of INR 16.55 Cr (3% margin). Sales volume hit 1.08 lakh MT. EBITDA per ton was impacted by ~INR 1,000 inventory loss from HR coil price correction and initial discounts on new DFT products to gain market share. Management aims for 5 lakh MT volume in FY26 and 30% growth in FY27. New API-grade pipes and brass foil ventures are expected to boost margins to INR 5,000+ per ton by FY28. The company shows confidence in future growth, driven by new high-margin products.