Jyothy Labs Limited — PPTs, 12-08-2025: Investor Presentation

Here is the summary of the attached document:

**Financial Highlights:**

Q1FY26 revenue grew 1.4% to Rs 751 Cr (volumes +3.6%). Gross margin compressed, leading to Operating EBITDA down 7.1% to Rs 124.2 Cr (16.5% margin) and PAT down 4.9% to Rs 96.8 Cr (12.9% margin). This reflects intense competition and inflation in the market.

**Strategic Initiatives & Growth Drivers:**

FY26 strategy focuses on innovation and portfolio expansion across fabric care, dishwash, personal care, and household insecticides. New launches are pivotal for accelerating growth, strengthening category play, and enhancing market relevance.

**Business Developments:**

Recent efforts include multimedia campaigns for major brands (Ujala, Henko, Exo, Pril, Margo, Maxo). Initiatives target driving Ujala Liquid adoption, promoting low unit packs, expanding natural personal care lines, and scaling new insecticide formats.

**Market Position & Competitive Advantage:**

Jyothy Labs holds strong market positions: Ujala (No.1 Fabric Whitener), Exo & Pril (No.2 Dishwash by value), and Maxo (No.2 Mosquito Repellent coil by volume). Its extensive pan-India distribution provides a key competitive edge.

**Investor Implications:**

Despite Q1 margin pressure, volume growth and proactive strategies are encouraging. Anticipated demand recovery from Q3, coupled with sustained brand investments, suggests positive growth potential. Execution in a competitive market remains vital.