Household Products
Valuation | |
|---|---|
| Market Cap | 11.57 kCr |
| Price/Earnings (Trailing) | 31.22 |
| Price/Sales (Trailing) | 3.99 |
| EV/EBITDA | 20.86 |
| Price/Free Cashflow | 45.67 |
| MarketCap/EBT | 23.66 |
| Enterprise Value | 11.49 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 2.9 kCr |
| Rev. Growth (Yr) | 1.4% |
| Earnings (TTM) | 370.38 Cr |
| Earnings Growth (Yr) | -2.4% |
Profitability | |
|---|---|
| Operating Margin | 17% |
| EBT Margin | 17% |
| Return on Equity | 18.07% |
| Return on Assets | 13.76% |
| Free Cashflow Yield | 2.19% |
Growth & Returns | |
|---|---|
| Price Change 1W | -3.2% |
| Price Change 1M | -6.6% |
| Price Change 6M | -13% |
| Price Change 1Y | -28.6% |
| 3Y Cumulative Return | 14.8% |
| 5Y Cumulative Return | 16.3% |
| 7Y Cumulative Return | 7.1% |
| 10Y Cumulative Return | 6.7% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -161.1 Cr |
| Cash Flow from Operations (TTM) | 311.41 Cr |
| Cash Flow from Financing (TTM) | -157.47 Cr |
| Cash & Equivalents | 77.18 Cr |
| Free Cash Flow (TTM) | 253.28 Cr |
| Free Cash Flow/Share (TTM) | 6.9 |
Balance Sheet | |
|---|---|
| Total Assets | 2.69 kCr |
| Total Liabilities | 641.27 Cr |
| Shareholder Equity | 2.05 kCr |
| Current Assets | 1.41 kCr |
| Current Liabilities | 510.77 Cr |
| Net PPE | 292.88 Cr |
| Inventory | 328.05 Cr |
| Goodwill | 786.33 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 81.43 |
| Interest/Cashflow Ops | 53.51 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 3.5 |
| Dividend Yield | 1.11% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.00% |
Summary of JYOTHY LABS's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Last updated:
In the earnings conference call for the quarter ended June 30, 2025, management of Jyothy Labs Limited provided a cautiously optimistic outlook. Chairperson M. R. Jyothy noted the broader operating environment remained mixed, with inflationary pressures and fragile urban sentiment affecting consumer behavior. However, a forecast of an above-normal monsoon from the Indian Meteorological Department is expected to stimulate rural demand and stabilize food inflation, crucial for household spending. Management anticipates improvements in demand from Q3 onwards, supported by recent fiscal measures from the government and the Reserve Bank of India's interest rate cuts.
Financial highlights included revenue from operations at Rs. 751 crore, marking 1.4% value growth and 3.6% volume growth year-on-year. Gross margin compressed to 48%, down 330 bps due to input cost pressures. Despite this, EBITDA margin remained stable at 16.5%. Management reaffirmed its commitment to maintaining profitability by monitoring competitive pricing and controlling advertisement spends at 7.8%.
Key forward-looking points include:
Overall, the management expresses a firm belief that with sustained demand improvements and strategic initiatives, a stronger second half of FY'26 is achievable.
Last updated:
Here are key questions and answers from the Q&A section of the earnings conference call:
Question: "We've discussed whether we will sell or carve out the household insecticide segment. What guidance can you provide for investors?" Answer: "We are actively working to turn around the household insecticides category and have taken measures such as launching new products and implementing price increases. We aim to turn this category profitable by FY'27 and currently have no intention to sell it."
Question: "What factors contribute to the current softness in urban demand?" Answer: "The softness in urban demand arises from a shift towards modern trade and e-commerce, leading to reduced sales at traditional outlets. Consumers are prioritizing convenience, which has led to closures in some traditional outlets."
Question: "How is the performance of new product Jovia being received?" Answer: "Jovia has received a fair response, with repeat purchases indicating a stable performance; it is in line with our expectations but still in its early phases."
Question: "Can you clarify the pricing versus volume growth impacts? When should we see narrowing of this gap?" Answer: "The current gap reflects our price actions and should start narrowing from Q3 onwards as we expect an improvement in volume growth as competitive intensity stabilizes."
Question: "What is your margin outlook given the pressures in the market?" Answer: "The near-term margins will remain under pressure. Overall, we expect FY'26 margins to stabilize between 16% and 17% based on demand recovery in H2."
Question: "What is the company's strategy for urban versus rural markets going forward?" Answer: "Rural markets, which contribute around 40% of our sales, are performing well. We're investing in distribution while focusing on growth in urban modern trade and e-commerce."
Question: "What updates can you provide on innovation and new product developments?" Answer: "We have a strong pipeline of new product developments, but we do not disclose data on past innovations. More details on future launches will be shared once they are ready for market release."
Question: "Are there new players emerging in the e-commerce space for your products?" Answer: "Currently, we haven't identified new categories or brands breaking into the top spots; existing players remain dominant in e-commerce and quick commerce channels."
This summary captures the main inquiries and responses from the Q&A portion of the conference call while adhering to your guidelines.
Analysis of JYOTHY LABS's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Mar 31, 2025
| Description | Share | Value |
|---|---|---|
| Fabric Care | 43.0% | 286.9 Cr |
| Dishwashing | 33.8% | 225.2 Cr |
| Household Insecticides | 10.3% | 68.7 Cr |
| Personal Care | 8.4% | 56.4 Cr |
| Others | 4.5% | 29.9 Cr |
| Total | 667 Cr |
Understand JYOTHY LABS ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| M G Shanthakumari | 39.12% |
| Nalanda India Equity Fund Limited | 5.72% |
| Sahyadri Agencies Limited | 3.95% |
| M P Divakaran | 3.94% |
| Canara Robeco Mutual Fund A/C Canara Robeco Small Cap Fund | 3.14% |
| M P Sidharthan | 2.84% |
| M R Jyothy | 2.82% |
| M R Deepthy | 2.82% |
| Franklin India Flexi Cap Fund | 2.33% |
| Mirae Asset Multicap Fund | 2.25% |
| U B Beena | 1.88% |
| M P Ramachandran | 1.75% |
| Jaya Trust | 1.18% |
| Axis Mutual Fund Trustee Limited A/C Axis Mutual Fund A/C Axis Small Cap Fund | 1.12% |
| K Ullas Kamath | 0.79% |
| Moothedath Sidharthan Srihari | 0.72% |
| Geetha . | 0.52% |
| Jithin Moothedath Divakaran | 0.52% |
| K K Sujatha | 0.04% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of JYOTHY LABS against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| HINDUNILVR | Hindustan Unilever | 5.8 LCr | 65.13 kCr | -0.90% | +0.20% | 53.23 | 8.9 | - | - |
| GODREJCP | Godrej Consumer Products | 1.17 LCr | 15.16 kCr | +3.50% | -8.40% | 64.32 | 7.73 | - | - |
| DABUR | Dabur India | 91.77 kCr | 13.33 kCr | +1.80% | -1.60% | 50.68 | 6.88 | - | - |
| COLPAL | Colgate-Palmolive (India) | 58.98 kCr | 5.95 kCr | -4.40% | -27.70% | 44.48 | 9.91 | - | - |
| EMAMILTD | Emami | 23.16 kCr | 3.79 kCr | -2.50% | -20.70% | 30.72 | 6.1 | - | - |
Comprehensive comparison against sector averages
JYOTHYLAB metrics compared to Household
| Category | JYOTHYLAB | Household |
|---|---|---|
| PE | 31.22 | 29.90 |
| PS | 3.99 | 2.76 |
| Growth | 3.3 % | -2.5 % |
Jyothy Labs Limited, together with its subsidiaries, engages in the manufacture and marketing of fabric care, dishwashing, personal care, and household insecticides products in India and internationally. It operates through Dishwashing, Fabric Care, Household Insecticides, Personal Care, and Others segments. The Dishwashing segment offers dish wash bars, gels, and liquids, as well as dish wash scrubbers and powders under the Pril and Exo brands. The Fabric Care segment provides fabric whiteners, fabric enhancers, detergent powders, and detergent liquids and bar soaps under the Henko, Mr. White, Ujala, and More light brands. The Household Insecticides segment offers mosquito repellent coils, liquids, and insect repellent sticks, as well as surface cleaners and air care products under the Maya, T- Shine, and Maxo brands. The Personal Care segment provides body soaps, toothpastes, deodorants, talcum powders, after shave products, and hand washes under the Margo, Fa, and Neem Active brands. The Others segment offers incense sticks under the Maya brand; toilet and floor cleaner products; and provides dry cleaning and laundry services under the Fabric Spa brand. The company was formerly known as Jyothy Laboratories Limited and changed its name to Jyothy Labs Limited in July 2019. Jyothy Labs Limited was founded in 1983 and is based in Mumbai, India.
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JYOTHYLAB vs Household (2021 - 2025)