Jyothy laboratories Limited has released its comprehensive investor presentation covering the company's performance for the quarter and nine months ended December 31, 2025. The presentation was shared with BSE Limited and National Stock Exchange of India Limited on February 9, 2026, providing detailed insights into financial performance, brand initiatives, and strategic direction.

Company Overview and Market Position

The presentation highlights Jyothy Labs' established market presence since its founding in 1983 by Chairman Emeritus Mr. M. P. Ramachandran. The company operates primarily in Home Care and Personal Care segments, which constitute 50% of the Indian FMCG industry:

Market Scenario and Industry Dynamics

The presentation outlines current market conditions affecting the FMCG sector. Rural demand remains resilient with gradual recovery in urban consumption, while volume growth gains momentum driven by improving urban demand. General Trade has started gaining momentum, and Quick Commerce is scaling up rapidly as a significant FMCG sales channel. However, gross margins face pressure due to price reductions, higher consumer offers, and inflationary trends in select commodities.

Category-wise Performance Analysis

The company's diversified portfolio performance across key segments shows varied growth patterns:

Brand Performance and Strategic Initiatives

The presentation details ongoing brand campaigns and marketing initiatives. Margo continues its national multimedia campaign featuring Raashii Khanna with the "Ek Achhi Aadat" theme, while implementing MRP revisions aligned with new GST rates. The Household Insecticides segment maintains its multimedia campaign featuring Kareena Kapoor, with special focus on Maxo's 25-year legacy through the "Ghar ka Asli Genius Kaun" campaign.

Strategic Way Forward

The company outlined key strategic priorities including driving volume-led growth toward double-digit trajectory, increasing focus on premium product sales, and scaling newly launched products to mitigate margin pressures. The presentation emphasizes sustained brand investments and innovation as key enablers for long-term growth drivers.

Regulatory Compliance and Documentation

The presentation was formally communicated by Shreyas Trivedi, Head – Legal & Company Secretary, who digitally signed the official communication on February 9, 2026. The document was shared pursuant to regulatory requirements with both stock exchanges where the company is listed under BSE Code 532926 and NSE Scrip Code JYOTHYLAB.

Source: Jyothy Labs Limited investor presentation

In a significant move within the promoter group of Jyothy Laboratories , a substantial number of equity shares have been transferred to family trusts. This internal reorganization, while large in scale, maintains the overall shareholding structure of the company.

Key Details of the Share Transfer

Impact on Shareholding Structure

• Total Shares Transferred: 78.5 crore
• Promoter Group Holdings: Remains unchanged at 62.89%
• Overall Shareholding Structure: No change reported

Significance of the Transaction

This share transfer represents an internal reorganization within the promoter group of Jyothy Laboratories. Such moves are often undertaken for various reasons, including estate planning, wealth management, or streamlining of family holdings.

It's important to note that despite the large number of shares involved, there is no change in the overall promoter group holdings or the company's total shareholding structure. This indicates that the transfer is purely an internal arrangement and does not affect the control or management of the company.

Investors and market watchers may view this development as a neutral event, as it does not alter the fundamental ownership structure of Jyothy Laboratories. However, it does provide insight into the promoter group's approach to managing their significant stake in the company.

Shareholders and potential investors should keep an eye on any further announcements or disclosures from the company regarding changes in shareholding patterns or management structure.