JTL Industries Share Price

Conference Call with JTL Industries Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 2 weeks 6 days ago

Iron & Steel Products company JTL Industries announced Q4FY26 & FY26 results Consolidated Financial Highlights: Quarterly Performance (Q4FY26): Revenue from Operations: Stood at Rs 69,268.18 lakh, reflecting a significant YoY growth of 47.55% compared to Rs 46,946.92 lakh in Q4FY25 and a QoQ growth of 47.22% from Rs 47,051.71 lakh in Q3FY26. Total Income: Reached Rs 69,399.76 lakh, up 45.09% YoY from Rs 47,831.32 lakh and up 46.36% QoQ from Rs 47,416.34 lakh. Profit After Tax (PAT): Achieved Rs 3,785.97 lakh, marking a robust growth of 125.01% YoY from Rs 1,682.55 lakh in Q4FY25 and a QoQ increase of 42.94% from Rs 2,648.73 lakh in Q3FY26. Earnings Per Share (EPS): Basic and Diluted EPS for the quarter was Rs 0.96. Annual Performance (FY26): Revenue from Operations: Reported at its highest-ever annual level of Rs 2,13,636.36 lakh, a growth of 11.48% compared to Rs 1,91,631.11 lakh in FY25. EBITDA: Increased by 25.6% YoY to reach Rs 1,544 million (approximately Rs 15,440.00 lakh). Profit After Tax (PAT): Increased by 4.28% YoY to Rs 10,305.71 lakh compared to Rs 9,882.52 lakh in FY25. Standalone Financial Highlights: Quarterly Performance (Q4FY26): Revenue from Operations: Stood at Rs 50,041.47 lakh, up 7.37% YoY from Rs 46,606.50 lakh and up 18.33% QoQ from Rs 42,290.07 lakh in Q3FY26. Profit After Tax (PAT): Reached Rs 2,609.11 lakh, an increase of 55.55% YoY from Rs 1,677.36 lakh and a marginal increase of 0.32% QoQ from Rs 2,600.87 lakh in Q3FY26. Annual Performance (FY26): Revenue from Operations: Stood at Rs 1,79,837.62 lakh, representing a decrease of 5.99% compared to Rs 1,91,290.69 lakh in FY25. Profit After Tax (PAT): Reported at Rs 8,787.86 lakh for the full year, a decline of 11.06% from Rs 9,880.74 lakh in FY25. Dividend: The Board of Directors has recommended an equity dividend of Rs 0.125 per share (12.50%) on equity shares of face value of Re 1 each for the financial year ended March 31, 2026. Business Highlights Segment Performance: The Company operates in a single reportable business segment, namely manufacturing of ‘Steel Tubes, Pipes and Structures’. Sales Volumes: JTL Industries delivered its highest-ever annual sales volumes of 3,95,900 MT during FY26. Strategic Acquisition: During the year, the Company acquired a majority stake (95%) in JTL Defence Limited (formerly RCI Industries and Technologies Limited). Operational Milestones: The Company witnessed encouraging traction in DFT (Direct Forming Technology) structural steel pipes and export markets. Capacity utilization was enhanced at the Mangaon facility. EBITDA per ton significantly improved to Rs 4,685 during Q4FY26, supported by better realizations and a higher contribution from value-added products. Manufacturing Capacity: The Company's cumulative pipe manufacturing capacity is approximately 9,36,000 MTPA. Madan Mohan, Managing Director of JTL Industries, said: “FY26 has been a landmark year for JTL Industries as the Company delivered its highest-ever annual revenue and sales volumes, supported by strong demand across infrastructure and industrial segments, improved operational efficiencies and higher utilization across facilities. Revenue from operations for FY26 stood at Rs 21,364 million, reflecting growth of 11.5% YoY, while EBITDA increased by 25.6% YoY to Rs 1,544 million. Annual sales volumes stood at 3,95,900 MT during FY26, supported by capacity ramp-up, improved product mix and increasing contribution from value-added products. In Q4FY26, the Company reported its highest-ever quarterly revenue and sales volumes, driven by strong execution across domestic and export markets. Revenue from operations stood at Rs 6,927 million, reflecting growth of 47.5% YoY and 47.2% QoQ, while EBITDA stood at Rs 577 million, registering strong growth of 224.0% YoY and 49.5% QoQ. EBITDA per ton improved significantly to Rs 4,685 during the quarter, supported by better realizations, operational efficiencies and higher contribution from value-added products. Profit after tax for Q4FY26 stood at Rs 379 million, reflecting growth of 125.2% YoY and 42.9% QoQ. The Company continued to witness encouraging traction in DFT structural steel pipes and export markets during the quarter, supported by improving market acceptance and enhanced capacity utilization at the Mangaon facility. Going forward, JTL remains focused on strengthening its value-added product portfolio, improving operational efficiencies and expanding its presence across domestic and international markets.” Result PDF

• Trendlyne
• 2 weeks 6 days ago

Iron & Steel Products company JTL Industries announced Q3FY26 results Revenue: Rs 4,742 million against Rs 4,535 million during Q3FY25, change 5%. EBITDA: Rs 386 million against Rs 351 million during Q3FY25, change 10%. PAT: Rs 265 million against Rs 249 million during Q3FY25, change 6%. Management Commentary: JTL Industries delivered a strong set of results in Q3FY26, with profitability and operating metrics improving significantly. EBITDA increased 12% QoQ, while EBITDA/MT rose to Rs 4,270, reflecting our improved product mix and cost efficiencies. PAT grew 19% QoQ to Rs 265 million, quarterly sales volume reached 90,429 MT, reflecting resilient domestic demand and steady exports and high value-added product contribution. In Q3FY26, total income stood at Rs 4,742 million, with EBITDA of Rs 386 million and PAT of Rs 265 million. Cumulative volumes for 9MFY26 increased 3.35% YoY, underscoring also demand resilience in a challenging pricing environment. For the first nine months of FY26, the Company reported steady operating performance despite a softer pricing environment. Sales volumes stood at 272,639 MT, supported by balanced domestic and export demand, while total income was Rs 14,550 million, broadly in line with the previous year. Strategic initiatives during the period included new product launches, raw material optimization, and capacity expansion to support future growth. While profitability was impacted by pricing pressures and expansion-related costs, margins are expected to improve as value-added products scale and operating efficiencies accrue. JTL’s deployment of DFT and plan to commission color coated lines in its plants will facilitate it to produce multi-fold SKUs, increasing efficiency and capacity utilization. This will enhance its manufacturing capacity to 2 million MTPA by the end of FY27. We are also progressing in strengthening our footprint in the non-ferrous segment of copper and brass foils through our subsidiary RCI Industries In addition, our empanelment with BSNL and receipt of an order from PSTCL for lattice tower manufacturing further strengthen JTL’s positioning across telecom, power transmission, and digital connectivity infrastructure, aligned with its strategy to scale its infrastructure solutions portfolio. With strong demand visibility, rising value-added contribution, and new capacities under execution, JTL Industries remains well positioned to deliver sustainable growth and margin improvement in the coming quarter, contributing to India’s infrastructure growth story. Result PDF

• Trendlyne
• 4 months ago