Jyoti Resins & Adhesives Ltd. · BSE:JYOTIRES
Jyoti Resins & Adhesives — Q1 FY2027 Earnings Presentation
34 slides from Jyoti Resins & Adhesives's earnings presentation, Aug 11, 2026
Slide 1: BSE filing cover letter for Q1 FY27 investor presentation
To, 11.08.2026 BSE Limited Phiroze Jeejeebhoy Towers Dalal Street Mumbai- 400 001 Scrip Code: 514448 Dear Sir/Ma’am, Sub.: Investor Presentation on Financial Results for Q1 FY 2027. Ref:- Regulation 30 of SEBI (LORD) Regulation, 2015 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Dis
Slide 2: Jyoti Resins and Adhesives Ltd Q1 FY27 Investor Presentation
JYOTI RESINS AND ADHESIVES LTD Q1 FY27 - INVESTOR PRESENTATION
Slide 3: India's Widely Trusted and Fastest Growing Wood Adhesive Brand
INDIA'S WIDELY TRUSTED AND FASTEST GROWING WOOD ADHESIVE BRAND INVESTOR PRESENTATION 2
Slide 4: About Us
ABOUT US The company launched its brand “Euro 7000” in 2006, and is now the amongst the top selling wood adhesive (white glue) brand in India in the retail segment. JYOTI RESINS AND ADHESIVES LTD is a manufacturer of Company launched its brand “Euro 7000” in 2006. The Euro 7000 has today grown expon
Slide 5: Why Jyoti Resins?
WHY JYOTI RESINS? Consumption-driven, repeat-use product category High ROE/ROCE, Asset Light Operating Model Deep Engagement with Carpenters (End Decision makers) Growing Network across India Strong brand Recall and pricing power Clear visible path to achieve Rs. 500+ Crores #SirfJodoNahin FayedonKe
Slide 6: Moats: Capital Efficient Engine, Scalable Growth
Capital Efficient Engine Scalable Growth Execution High ROCE, Asset Light Model Clear visible path for growth ❖ Generating +25% ROE & ROCE over last 8 years ❖ Expansion in existing markets ❖ Strong Cash Generation – OCF Moat Bra ❖ Increase penetration cy nd ❖ Disciplined working Capital ien ❖ Higher
Slide 7: High ROE/ROCE Brand-Led Specialty Formulation Platform
WE OWN HIGH ROE / ROCE, BRAND LED SPECIALTY FORMULATION PLATFORM WITH SCALABLE ADJACENCIES INVESTOR PRESENTATION 6
Slide 8: Superior Capital Allocation
SUPERIOR CAPITAL ALLOCATION Efficiency-Led Returns Our model focuses on premium products that require low capital intensity while driving returns on capital employed. Redemption points (Liab for expenses) creates a ” 35.5% Negative Working Capital cycle advantage 27.0% Delivering superior To keep Li
Slide 9: Strong Cash Flows Fuel Growth
STRONG CASH FLOWS FUEL GROWTH ? It keeps us ready for large scale points redemption And still are able to maintain our dividend payout to as and when received which ensures carpenters shareholders plan redemption benefits are honored timely with cash It allows us to continue with our brownfield and
Slide 10: Our Real Asset Is Not Factories, It Is Reach
OUR REAL ASSET IS NOT FACTORIES IT IS REACH INVESTOR PRESENTATION 9
Slide 11: Growing Network Across India
GROWING NETWORK ACROSS INDIA Top states contribute ~80-85% revenue Market share 15–35% in top states Himachal Pradesh 15 54 Punjab States Branches Delhi It takes 2-3 years to reach break even in new region Rajasthan 65 ~562 Jharkhand Gujarat West Madhya Pradesh Bengal Distributors Sales force Santej
Slide 12: Building Brand Recall Through ATL
BUILDING BRAND RECALL THROUGH - ATL Driving top-of-mind awareness across carpenters, dealers and consumers (click to see ads) INVESTOR PRESENTATION 11
Slide 13: Influencer Programmes - BTL
INFLUENCER PROGRAMMES - BTL On-ground engagement drives adoption & network expansion Carpenter Connect Activities – Q1 FY27 Dealer Mega Meets – Q1 FY27 INVESTOR PRESENTATION 12
Slide 14: Recent Ads With End Influencers
RECENT ADS WITH END INFLUENCERS End-user validation through real carpenter testimonials (click to see ads) INVESTOR PRESENTATION 13
Slide 15: Growth Is Execution Driven Not Assumption Driven
GROWTH IS EXECUTION DRIVEN NOT ASSUMPTION DRIVEN INVESTOR PRESENTATION 14
Slide 16: Building Capacity to Support Long-Term Growth
BUILDING CAPACITY TO SUPPORT LONG-TERM GROWTH Brownfield Expansion Capacity Expansion (Tonnes Per Month) ❖ 2,000 → 3,500 TPM ~80% completed | Live before Q2 FY27 ❖ Capex: ~₹7–8 Cr → ₹600 Cr potential (high capital efficiency) ❖ Fully funded through internal accruals (no external capital) 5000 Compan
Slide 17: Adhesives Are Not Sold, They Are Recommended
ADHESIVES ARE NOT SOLD THEY ARE RECOMMENDED INVESTOR PRESENTATION 16
Slide 18: Deep Engagement With End-Users
DEEP ENGAGEMENT WITH END-USERS Carpenters decide which brand is used. Dealers and architects follow their lead. Every new carpenter is a lifetime revenue stream. 3,50,000+ Carpenters Touched On-ground Habit Formation: Pricing Power: Engagement: High repeat usage Loyalty reduces Constant meets, leads
Slide 19: Why This Model Compounds?
WHY THIS MODEL COMPOUNDS? Brand Visibility (ATL & BTL) Consumption-Led Business Model ❖ Daily Consumption Product ❖ Low Ticket High Frequency Better ❖ Network Driven Growth Availability Stronger Recall & Trust Carpenter Economics & Lifetime Value ❖ Every New Carpenters = Life time Revenue Stream ❖ H
Slide 20: Carpenter Loyalty as a Growth Lever
CARPENTER LOYALTY AS A GROWTH LEVER Redemption Options: ❖ Gifts / customized rewards ❖ Bank transfers (Selected regions / products) ❖ No expiry policy → to maintain positive sentiment ❖ Region-specific programs across all 15 states Mobile Phone PNGs for Free Download (click to see ads) INVESTOR PRES
Slide 21: Premium Portfolio for Every Segment
PREMIUM PORTFOLIO FOR EVERY SEGMENT EURO Ultra 5 in 1 Extreme 3 Hi Strong EURO WP 2in1 PVC Glue EURO Xtra “The No Compromise “Superfast Kam, 3 “Smart Bano “Finishing Jo “Extra Adhesive” Fayedon Ke Sath” 2in1 Chuno” Dil Jeet Le” Strong” Key Features & Benefits: Key Features & Benefits: Key Features &
Slide 22: Packaging SKUs
PACKAGING SKUs Comprehensive packaging range from 500g to 60kg Designed to serve both retail and bulk consumption needs across customer segments. INVESTOR PRESENTATION 21
Slide 23: Our Journey
OUR JOURNEY Onboarded noted actor and celebrity Pankaj Established in 1994 by Chairman and first 1994 generation entrepreneur Mr.Jagdish Patel 2025 Tripathi as Brand Ambassador #SirfJodoNahinFayedonKeSaathJodo IPO in the year 1994-95. Manufacturing Forayed into New Delhi & UP with 5 new 1994 -1995 s
Slide 24: Management Team
MANAGEMENT TEAM CHAIRMAN Mr. Jagdish N Patel is the first-generation entrepreneur and started this company in 1994 eyeing the huge opportunity he saw in the market for organized players in adhesives. With his financial prowess and effective team management capabilities, he built the strong foundatio
Slide 25: Manufacturing & Operations
MANUFACTURING & OPERATIONS Manufacturing Plant Administrative Offices Our corporate office is at Ahmedabad, Gujarat. We also have an Our manufacturing plant at Santej, Ahmedabad, Gujarat Is currently at Administrative Office in Mumbai. Other than this we have 2000 TPM (24,000 TPA). 54 branch offices
Slide 26: Financial Performance Highlights
FINANCIAL PERFORMANCE HIGHLIGHTS INVESTOR PRESENTATION 25
Slide 27: Performance Snapshot - Q1FY27
PERFORMANCE SNAPSHOT - Q1FY27 ❖ Highest Ever Q1 Revenue at Rs. 877.1 mn, up ~17% YoY, led by 9-10% volume growth & 8-9% increase in ASP on account of sharp rise in raw material prices. Only partial price increase benefit received in Q1. ❖ Q1 witnessed higher raw material prices amid geopolitical dis
Slide 28: Challenges & How We Are Overcoming
CHALLENGES & HOW WE ARE OVERCOMING Q1FY27 – Key Performance Pointers Q2FY27 – What shareholders can expect Key Raw Materials Prices Remain Elevated due to war scenario ❖ Prices of Raw Materials increased in March 2026 – average raw material ❖ Prices increases taken twice in Q1 to mitigate raw materi
Slide 29: Quarterly Income Statement
QUARTERLY INCOME STATEMENT (All values in Rs Mn.) Q1FY27 Q4FY26 Q1FY26 Net Sales 877.1 929.4 751.0 Revenue growth of ~17% led by ~9-10% volume Expenditure 750.0 679.7 544.6 growth and ~8-9% increase in average EBITDA 126.6 249.7 206.4 realisation. EBITDA Margin (%) 14.4% 26.9% 27.5% Gross Margins we
Slide 30: Annual Income Statement
ANNUAL INCOME STATEMENT (All values in Rs Mn.) FY21 FY22 FY23 FY24 FY25 FY26 Net Sales 1,012.9 1,819.6 2,612.5 2,573.0 2,841.2 3,147.4 Expenditure 908.6 1,581.9 2,006.3 1,733.9 1,946.4 2,297.9 EBITDA 104.4 237.6 606.2 839.1 894.8 849.5 EBITDA Margin (%) 10.3% 13.1% 23.2% 32.6% 31.5% 27.0% Other Inco
Slide 31: Annual Financial Highlights
ANNUAL FINANCIAL HIGHLIGHTS Net Sales (in Mn.) Gross Profit (in Mn.) & Gross Profit Margin (%) 66.5% 69.0% 70.2% 47.5% 39.1% 2841.2 3147.4 2208.3 2612.5 2573.0 1710.7 1959.7 1819.6 1240.9 712.0 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 EBITDA (in Mn.) & EBITDA Margin (%) Net Profit (in Mn.)
Slide 32: Annual Balance Sheet
ANNUAL BALANCE SHEET (All values in Rs Mn.) Equity & Liabilities FY24 FY25 FY26 Assets FY24 FY25 FY26 Property, Plant & Equipment 482.3 483.8 500.0 Share Capital 120.0 120.0 120.0 Capital work-in-progress - - 1.2 Other Equity 1,542.4 2,172.6 2,767.6 Financial Assets Total Equity 1,662.4 2,292.6 2,88
Slide 33: Safe Harbour
SAFE HARBOUR This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Jyoti Resins and Adhesives Ltd.(“Euro7000” or "Company“), nor shall part, or all, of this document form the basis of, or be relied on in con
Slide 34: Thank You!
THANK YOU! Jyoti Resins and Adhesives Ltd Email: inquiry@euroadhesives.com Website: www.euroadhesives.com KAPTIFY® Consulting Strategy & Investor Relations | Consulting Tel: +91- 845 288 6099 | Email: contact@kaptify.in Website: www.kaptify.in This presentation is conceptualized and designed by Kapt
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