Jyothy Labs Limited — Investor Meet, 14-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jyothy Labs Q1 FY27 revenue (ex-Pril/FA) grew 8.1% value, 5.3% volume. Gross margin dropped 950 bps to 38.5%, and EBITDA margin fell 820 bps to 8.4%. This was primarily due to unprecedented 30-35% crude-linked input cost inflation. Price increases (avg. 4-4.5%) were insufficient. Management expects margin pressure to be transitory, with gradual recovery from H2 FY27, aiming for double-digit revenue growth (ex-Pril/FA) for the year. Focus areas include cost optimization, higher A&P spends, new product launches like Maxo incense sticks and Exo Liquid, and diversifying away from crude-linked raw materials. The outlook is cautiously optimistic on growth and margin restoration.