Jyothy Labs Limited announced its unaudited financial results for the quarter and nine months ended December 31, 2025, following a Board of Directors meeting held on February 9, 2026. The consumer goods company demonstrated revenue growth but faced challenges in maintaining profit margins during the third quarter.

Financial Performance Overview

The company's quarterly performance showed mixed results with revenue growth accompanied by a decline in profitability:

Nine-Month Performance Analysis

For the nine-month period ended December 31, 2025, Jyothy Labs recorded revenue from operations of ₹2,22,688 lacs compared to ₹2,17,796 lacs in the corresponding period last year, marking a 2.2% increase. Net profit for the nine-month period stood at ₹26,567 lacs, down from ₹29,417 lacs in the previous year, representing a 9.7% decline.

Segment-wise Revenue Performance

The company's diversified portfolio across five key segments showed varied performance during Q3FY26:

Fabric Care remained the largest revenue contributor, accounting for 47.4% of total revenue, while Dishwashing contributed 32.6%. The Personal Care and Household Insecticides segments showed strong double-digit growth rates.

Cost Structure and Margins

Total expenses for Q3FY26 increased to ₹64,550 lacs from ₹60,370 lacs in Q3FY25. Key expense components included cost of materials consumed at ₹35,352 lacs, employee benefits expense of ₹8,480 lacs, and advertisement and sales promotion expense of ₹5,680 lacs. The company's profit before tax stood at ₹10,946 lacs compared to ₹11,383 lacs in the previous year, reflecting margin pressure despite revenue growth.

Regulatory Compliance

The financial results were prepared in accordance with Indian Accounting Standard 34 and comply with Regulation 33 of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015. The results underwent limited review by statutory auditors B S R & Co. LLP, who provided an unqualified review report dated February 9, 2026.

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