Jyoti Resins and earnings calls.

Jyoti Resins delivered a strong Q4 FY26 with 18% YoY revenue growthCurrent reported value: 18% YoY revenue growth. No comparable prior figure is available in the source record., driven by ~16% volume growthCurrent ~16% volume growth. Reported change: +16% YoY. and steady 27% EBITDA marginCurrent 27% vs previous available quarter 25%., despite external headwinds. The company achieved its highest-ever quarterly revenue, supported by brand investments (ICC T20 World Cup campaign) and expansion into new states (Odisha, Chhattisgarh). Management targets 15-20% volume growthCurrent reported value: 15-20% volume growth. No comparable prior figure is available in the source record. to reach ₹500cr revenue in 2-3 years, with brownfield capacity expansion to 3,500 tons/month. However, a 60-70% price hikeCurrent reported value: 60-70% price hike. No comparable prior figure is available in the source record. on key raw material VAM (crude derivative) from May 2026 will pressure Q1 margins, though partial pass-through has been initiated. Risk: sustained raw material inflation could compress EBITDA margins below the 23-25% long-term guidance.