JTL Industries Ltd (BOM:534600) Q4 2025 Earnings Call Highlights: Strong Export Growth Amid ...
EBITDA (Q4 FY25): 178 million.
EBITDA Margin (Q4 FY25): 3.8%.
Profit After Tax (Q4 FY25): 168 million.
PAT Margin (Q4 FY25): 3.5%.
Sales Volume (Q4 FY25): 9,473 metric tons.
Value Added Products Contribution (Q4 FY25): 34% of sales mix.
Total Income (FY25): 19,388 million.
EBITDA (FY25): 230 million.
EBITDA Margin (FY25): 6.4%.
Profit After Tax (FY25): 988 million.
PAT Margin (FY25): 5.1%.
Annual Sales Volume (FY25): 387,555 metric tons, 13% YOY growth.
Export Volumes (FY25): 33,700 metric tons, doubled YOY.
JTL Engineering Contribution (FY25): 41,865 metric tons to annual volumes.
Dividend Recommendation: 12.5%, with promoters waiving their share.
Production Capacity Increase: Maharashtra facility from 200,000 to 450,000 metric tons per annum.
Warning! GuruFocus has detected 6 Warning Signs with BOM:534600.
Release Date: May 27, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
JTL Industries Ltd (BOM:534600) achieved a total income of 4,783 million for Q4 FY25, with a PAT of 168 million and a PAT margin of 3.5%.
The company reported a significant increase in export volumes, doubling year-on-year to 33,700 metric tons, now constituting 9% of total sales.
JTL Industries Ltd has diversified its product offerings by entering into the production of copper and brass, targeting high-margin segments.
The installation of DFT technology at the Manga plant in Maharashtra has increased production capacity significantly, from 200 metric tons per annum to 450,000 metric tons per annum.
The company is net debt-free and in a strong cash position, allowing for ongoing CapEx without incurring additional debt.
The steel industry is experiencing a down cycle, with increased imports and rising raw material prices impacting growth.
Q4 FY25 saw higher line cost items, affecting profitability, partly due to increased freight charges from doubled exports.
There were delays in capacity addition due to machinery imports, affecting the timeline for production increases.
The company faced muted growth in FY25 due to geopolitical challenges and a lack of government orders, impacting domestic sales.
Other expenses increased significantly, partly due to freight charges and CSR expenses, impacting overall profitability.
Q: Can you explain the higher costs in Q4 and if any orders are left that might impact future earnings? A: In Q4, the value-added portion was around 30,000 tons, mostly exported due to a lack of government orders. Export orders were booked in previous quarters, and price increases in raw materials led to higher costs. However, these effects are expected to reverse in the next quarter, and all pending orders have been completed. - Dhruv Singla, Executive Director
Q: What is the guidance for FY26 in terms of volumes and EBITDA? A: With the commissioning of the DFT line, we are equipped to produce 500,000 tons this year, including volumes from Naba. The EBITDA per ton is expected to range between ?4,200 to ?4,400. - Dhruv Singla, Executive Director
Q: How is the new brass foils job work expected to contribute to EBITDA? A: The brass foils job work is a high-margin segment, with initial dispatches of 50 metric tons. We aim for total value orders of ?200-300 crore this year, contributing significantly to EBITDA. - Dhruv Singla, Executive Director
Q: What is the impact of the new DFT technology on market reach and margins? A: The DFT technology has been successfully tested in the domestic market, with plans to expand exports to the USA and Canada. Margins in exports are expected to remain stable, with a focus on high-margin products. - Dhruv Singla, Executive Director
Q: How will the recent capacity expansion in Maharashtra affect revenue? A: The Maharashtra plant's capacity has increased to 450,000 tons per annum. With 65% utilization, we expect to achieve significant sales volumes, contributing positively to revenue. - Dhruv Singla, Executive Director
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.
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