JTL INDUSTRIES LIMITED — PPTs, 11-11-2025: Investor Presentation

JTL Industries delivered a strong rebound in Q2 FY26. Net profit rose 34% QoQ to ₹22.1 Cr, and EBITDA jumped 48% QoQ to ₹34.6 Cr, with EBITDA per ton surging 83% QoQ to ₹4,247. Revenue from operations for the quarter was ₹429.3 Cr (-10.48% YoY). H1 FY26 saw sales volumes grow 3.47% YoY.

The company is strategically diversifying into a high-margin brass foil segment for defense and industrial use. Major capacity expansions are underway at Mangaon, including new lines for API-grade ERW pipes, GI coils, and colour-coated coils. JTL is also boosting its value-added product share to over 40% and leveraging Direct Forming Technology (DFT) for enhanced efficiency.

Management anticipates continued momentum in H2 FY26, driven by strong demand, increasing value-added product contribution, and new capacities. They expect sustainable growth and margin improvement, aiming to boost EBITDA per ton and sales volumes significantly, supported by recently raised capital.