JTL INDUSTRIES LIMITED — Investor Meet, 15-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JTL Industries crushed Q4 FY26 with INR693 Cr revenue (+47.5% YoY) and INR38 Cr PAT, hitting record 1.23 lakh metric tons sales volume. FY26 revenue was INR2,136 Cr, PAT INR103 Cr. Management forecasts 30% volume growth for FY27 and 10-15% EBITDA per ton growth (from INR3,900). Key focus: ramping up Mangaon facility (new color-coated pipe capacity by H1), targeting 15% export share. JTL Defence aims for INR150-200 Cr revenue with 10-15% EBITDA margins. ROCE and operating cash flow should bounce back post-capex. Confident on value-added products and market expansion.