Jyoti resins & adhesives Limited has announced a one-on-one investor meeting scheduled for April 01, 2026, with PMS Fund. The company has informed BSE Limited about this meeting in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Meeting Details

The investor meeting has been organized with specific parameters to ensure proper engagement with institutional investors. The company's management will participate in this structured interaction format.

Regulatory Compliance

The company has emphasized its commitment to regulatory compliance by formally notifying the stock exchange about the investor meeting. Jyoti Resins and Adhesives Limited has specifically stated that no unpublished price sensitive information will be shared during the meeting, ensuring adherence to SEBI guidelines.

Schedule Flexibility

The management has indicated that the meeting schedule may undergo changes due to unexpected exigencies. This provision allows for necessary adjustments while maintaining transparency with stakeholders about potential modifications to the planned investor engagement.

Company Information

Jyoti Resins and Adhesives Limited operates from its registered office located at 1104-1112, ELITE, Nr. Shapath Hexa Opp. Kargil Petrol Pump, Nr. Sola Bridge S.G. Highway, Ahmedabad-380060. The company maintains active communication channels through multiple contact points including phone numbers and email for investor relations.

Jyoti resins & adhesives Limited has released the complete transcript of its Q3 & 9M FY26 post earnings conference call held on February 10, 2026. The company submitted the transcript to BSE Limited on February 12, 2026, in compliance with Regulation 30 of SEBI (LODR) Regulations, 2015, digitally signed by Managing Director Utkarsh Patel.

Conference Call Participants and Format

The earnings call was coordinated by KAPITIFY Consulting and featured key management representatives including Mr. Utkarsh J. Patel (Managing Director), Mr. Samit Shah (Chief Operating Officer), and Mr. Meghal Shah (Finance). The call was conducted at 11:30 AM IST and included detailed discussions on quarterly performance and strategic initiatives.

Management Commentary on Q3FY26 Performance

Managing Director Utkarsh Patel acknowledged that Q3FY26 was a soft quarter with flattish revenue and volume growth year-over-year, following 20% volume growth in Q2FY26. The company experienced particularly weak performance in October, while sales recovered strongly in November and December. Patel emphasized that the December exit rate was strong, matching Q3 growth expectations.

Strategic Focus Areas Discussed

During the call, management outlined several key strategic initiatives currently underway. The company is focusing on talent acquisition, induction training, brand communications, and trade marketing as part of its 360-degree growth approach. Management confirmed their target of achieving ₹500 crores revenue, supported by capacity expansion to 3,500 tons per month.

Investor Concerns and Management Responses

Several investors raised concerns about the company's performance and strategic direction during the call. Key issues discussed included the impact of increased advertising spend on margins, competition from established players like Pidilite and Astral, and requests for share buyback programs. Management acknowledged these concerns while defending their long-term brand building strategy.

Investors also questioned the company's auditor selection and requested consideration of more reputed auditing firms. Management indicated they would discuss these suggestions at the board level, noting their current auditor R Kabra & Co. LLP is associated with Germany-based Ecovis firm.

Market Expansion and Competitive Positioning

The company's Chief Operating Officer Samit Shah provided insights into expansion plans, confirming presence across 14 states with mature market status (20%+ market share) achieved in 5 states. The company is actively expanding in UP and Delhi-NCR markets, with over 1,000 outlets established in UP territory and positive repeat order trends.

Financial Metrics and Guidance

Management confirmed their long-term EBITDA guidance of 22-25%, noting that current higher margins are exceptional. The company plans to invest 7-8% of revenue in ATL and BTL marketing activities, up from the current 4-4.5% for nine months FY26. Volume growth for Q3FY26 was reported as flattish year-over-year, with nine-month volume growth at 4-4.5%.