JTL INDUSTRIES LIMITED — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JTL Industries reports strong Q2FY26 consolidated performance: EBITDA up 21.5% to INR37 Cr, PAT up 37% to INR22 Cr, despite a revenue dip. H1 consolidated sales volume grew 3.5% YoY. Management maintains FY26 volume guidance of 4.5-5 lakh tons, targeting 6-6.5 lakh tons in FY27. EBITDA/ton rebounded to INR4,300 in Q2 (from INR2,300 in Q1), with a full-year target of INR4,000. Expansion at Maharashtra plant is on track, and the acquisition of RC Industries adds 16,000 tons capacity in value-added non-ferrous products with ~7-8% EBITDA margins. Outlook for H2 demand and margins is positive.