Jyothy Laboratories Limited has notified the stock exchanges of a scheduled one-on-one physical investor meeting with Nalanda Capital, set to take place on May 11, 2026. The intimation was filed on May 8, 2026, in accordance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Meeting Details

The following table outlines the key details of the scheduled investor interaction as disclosed by the company:

Regulatory Compliance and Disclosure

The company has explicitly stated that no Unpublished Price Sensitive Information (UPSI) is proposed to be shared during the aforesaid investor meeting. The intimation was submitted to both BSE Limited and the National Stock Exchange of India Limited as part of the company's ongoing disclosure obligations under applicable SEBI regulations.

Jyothy Labs Limited has also noted that the schedule of the meeting may undergo change due to exigencies on the part of the investor or the company. The latest Investor Presentation is available on the company's official website at www.jyothylabs.com .

The filing was signed by Shreyas Trivedi, Head – Legal & Company Secretary, on behalf of Jyothy Labs Limited, and is dated May 8, 2026.

Jyothy Labs Limited announced its audited financial results for the quarter and year ended March 31, 2026, reporting strong volume growth despite navigating cost pressures. The results were published in Business Standard (English) and Navshakti (Marathi) on May 5, 2026, in compliance with Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. For Q4 FY26, the Company recorded revenue of ₹717 crore, registering 7.7% value growth and 10.8% volume growth year-on-year. Operating EBITDA margin stood at 13.5%, contracting from 16.8% in the year-ago period due to lower sales realization and inflation in input prices. The financial results were reviewed by the Audit Committee and approved by the Board of Directors on May 4, 2026, following an unmodified opinion from statutory auditors M/s. B S R & Co. LLP.

Financial Performance Overview

FY26 revenue reached ₹2,944 crore with 3.5% value growth and 6% volume growth. Operating EBITDA for the full year stood at ₹449.90 crore with a margin of 15.3%. Profit after tax for FY26 was ₹333.20 crore. The Company remains debt-free with a strong cash position of ₹1,000 crore, and net working capital improved to 15 days during the year. The Board has recommended a final dividend of ₹3.50 per equity share of ₹1 each for the financial year 2025-26, subject to shareholder approval.

The table below presents key financial metrics for the quarter and full year:

Input Cost Pressures and Pricing Actions

Management highlighted that approximately 50% to 60% of inputs are directly or indirectly linked to crude oil prices, making the business significantly exposed to commodity volatility. Packaging costs alone account for nearly 15% to 20% of material costs. Key raw material LABSA saw prices rise by 60% to 65% between January and April, while crude-linked packaging materials HDPE and PP rose by approximately 50% to 55% in March and April. In response, the Company took selective price increases of approximately 4% across its portfolio in March, the full impact of which is expected to be visible in Q1 and Q2 FY27. Management clarified that the 4% figure represents the net effect of pricing decisions, including adjustments to schemes and average selling prices. CFO Pawan Agarwal noted that passing on the full impact of cost increases immediately is difficult, particularly in lower unit packs where price points are fixed, and that further pricing actions will be taken depending on how input costs evolve.

FY27 Outlook and Margin Guidance

Management indicated that FY27 margins are likely to remain under pressure in the near-term, with Q1 FY27 expected to see some margin compression. The Company stated it is unable to provide clear margin expectations for FY27 at this stage, citing unstable input costs, currency movements, and uncertain geopolitical conditions stemming from the West Asia situation. Clarity on the margin trajectory is expected only once the external environment stabilizes, which management hopes could occur within a couple of quarters. The Company stated it will manage margin pressure through a combination of pricing actions, cost control, operating leverage, and calibrated media spends. On the tax front, the Company estimates its FY27 effective tax rate to be in the range of 25% to 26%, as it operates under the 115BAA tax regime. Capital expenditure for FY27 is expected to remain in a similar range to the previous year.

Segment Performance

The table below summarises segment-wise performance for Q4 FY26 and the full year:

Fabric Care delivered the strongest performance, with liquid detergents nearly doubling during the year. Key brands Henko, Ujala, Mr. White, and Morelight performed well, supported by the successful launch of Dr. Wool. Management noted that market shares in liquid detergents have improved, and that the category shift from powder to liquid is expected to continue. The Dishwash segment faced intense competitive pressure, with players reducing MRPs and offering higher grammage at the same price. Competitive intensity in Dishwash remained unchanged as of the call. On its Silver Jubilee, Exo launched two new variants under Exo Bar and a bio-enzyme-based Exo Liquid, positioned to compete directly with the market leader and differentiated from the premium Pril brand. The Personal Care segment returned to growth, with the Margo franchise growing 5% in value, supported by a refreshed pack for Margo Original and improved demand following GST rate changes. Price increases were also initiated in Margo in March. In Household Insecticides, Liquid Vaporizers now constitute approximately 55% of the HI portfolio, up from 50% the prior year. Losses in the HI segment were reduced significantly from ₹25 crore in the prior year to approximately ₹5 crore, with management indicating the profitability target for the segment could be achieved ahead of the previously stated FY27 timeline.

Corporate Developments and M&A

Key dates related to the dividend and Annual General Meeting are as follows:

On the subject of capital allocation, management confirmed that the Company is actively scouting for acquisition targets and is in dialogue with a couple of potential candidates. The Company applies a robust screening process covering cultural alignment, channel fit, category, price point, consumer segment, and presence on organised trade. Management reiterated that any acquisition decision will be communicated to the market at the appropriate time, with a focus on assets that add to overall shareholder value. The Company continues to add approximately 50,000 to 100,000 retail outlets annually across general trade. Modern trade, e-commerce, and quick commerce channels continue to grow strongly and are becoming an increasingly important part of the portfolio. Further details are available on the Company's website at www.jyothylabs.com and on the stock exchange websites.