JTL INDUSTRIES LIMITED — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JTL Industries reported highest-ever quarterly revenue of ₹722 Cr and EBITDA of ₹59 Cr (8.1% margin) in Q1 FY27, with PAT at ₹35 Cr (4.9% margin). Sales volume grew 17.8% YoY to 1,18,513 metric tons. Operational EBITDA per ton improved to ₹4,954. Management aims for 30% volume growth in FY27 and expects consolidated EBITDA per ton to reach ₹5,000, driven by higher value-added product mix (targeting 50-60%) and increased utilization at Mangaon. An INR 100 Cr capex this year will complete the journey to 2 million tons capacity. The management maintains a confident outlook on growth and margin expansion.