JTL INDUSTRIES LIMITED — PPTs, 24-01-2026: Investor Presentation

JTL Industries reported a strong Q3 FY26, with sales volume hitting 90,429 MT. Revenue from operations increased to ₹ 470.5 Cr, a 9.6% QoQ rise. Operational EBITDA grew 11.42% QoQ to ₹ 38.6 Cr. Net Profit (PAT) reached ₹ 26.5 Cr, showing a 19.52% QoQ increase and approximately 6.2% growth YoY. Value-added products formed 23% of total sales.

The company is strategically expanding capacity to 2 Million MTPA by FY27, with new GI coil and colour-coated coil lines coming online in Q4 FY26 and H1 FY27, respectively. A key strategy is to boost the share of value-added products to over 40% in FY26, aiming for a Return on Capital Employed (ROCE) of 25%+ by FY27. Their Direct Forming Technology (DFT) significantly cuts downtime by 33% and costs by 25%.

Recent highlights include sales commencement by subsidiary RCI Industries in Q3 FY26 and key project wins like empanelment with BSNL and an order from PSTCL for lattice towers, bolstering infrastructure solutions.

Management projects a 15-20% sales volume growth from FY25 to FY26, driven by higher value-added product contribution and strong demand from infrastructure sectors like construction, oil & gas, and water supply. EBITDA per tonne is also expected to improve this financial year.