Jyothy Labs Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jyothy Labs' Q1 FY26 revenue hit Rs. 751 crore (+1.4% value, +3.6% volume). Gross margin was 48% (-330 bps YoY) due to input costs and intense Dishwash competition. EBITDA margin stood at 16.5%, with PAT at Rs. 97 crore. Fabric care saw mid-single-digit volume growth; Dishwash volumes grew well despite competitive pricing. Personal care showed sequential growth. The Household Insecticide segment, a "work in progress," aims for profitability by H2 FY27. Management expressed cautious optimism for H2 FY26, anticipating improved demand from Q3 due to favorable monsoon and festive season. Innovation, distribution, and M&A remain strategic priorities.