JYOTHYLAB - JYOTHY LABS LIMITED Share Price
Household Products
Valuation | |
|---|---|
| Market Cap | 12.42 kCr |
| Price/Earnings (Trailing) | 33.52 |
| Price/Sales (Trailing) | 4.28 |
| EV/EBITDA | 22.41 |
| Price/Free Cashflow | 49.04 |
| MarketCap/EBT | 25.41 |
| Enterprise Value | 12.34 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 | 2.04% |
Price to Sales Ratio
Revenue (Last 12 mths)
Net Income (Last 12 mths)
Growth & Returns | |
|---|---|
| Price Change 1W | -1.5% |
| Price Change 1M | 0.30% |
| Price Change 6M | -8.2% |
| Price Change 1Y | -38.2% |
| 3Y Cumulative Return | 26% |
| 5Y Cumulative Return | 22.3% |
| 7Y Cumulative Return | 6.1% |
| 10Y Cumulative Return | 7.9% |
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 Yield | 1.02% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.00% |
Risk & Volatility | |
|---|---|
| Max Drawdown | -11.6% |
| Drawdown Prob. (30d, 5Y) | 22.69% |
| Risk Level (5Y) | 36.4% |
Summary of Latest Earnings Report from JYOTHY LABS
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:
Management's outlook for Jyothy Labs is cautiously optimistic despite the challenges faced in FY'25. The Chairperson, M.R. Jyothy, noted that the company experienced a slowdown in growth influenced by external factors, including rising living costs and changing consumer preferences. However, management believes this to be a temporary phase, describing a strategy focused on introducing more affordable product formats, deepening market presence, and maintaining quality while managing costs.
Key forward-looking points shared by management include:
Volume Growth Projections: Management anticipates mid-single-digit volume growth in the first half of FY'26, with a potential increase to double-digit growth toward the end of the year.
Capital Management: A cash balance exceeding Rs. 750 crore is being preserved for future growth opportunities, both organic and inorganic.
Gross Margin Details: The gross margin improved by 100 bps to 50.1% for the full year, while for Q4 it stood at 49.2%. Management expects margins to remain range-bound in the near future.
Revenue Highlights: For FY'25, consolidated revenue climbed to Rs. 2,669 crore, reflecting a 3.3% value growth and 6.4% volume growth. The revenue for Q4 was reported at Rs. 667 crore, showing a 1.1% increase year-on-year.
Dividend Declaration: The board has proposed a final dividend of Rs. 3.5 per share for FY'25, reflecting solid cash generation.
Strategic Divestment: The company divested its 75% stake in Jyothy Kallol Bangladesh Limited for Rs. 2.1 crore, a move aimed at reallocating management focus and resources towards more promising opportunities.
Overall, while facing market pressures, management remains confident in navigating through these challenges and is focused on delivering long-term value.
Last updated:
1. Question from Vishal Gutka:
"What is the contribution of detergent liquid to fabric care? Also, is it cheaper to set up a liquid detergent unit versus a powder unit? What changes can we expect for the Morelight brand strategy moving forward?"
Answer: Pawan Agarwal: The liquid detergent is growing rapidly, but I'm unable to provide an exact percentage of its contribution to the fabric care segment. Regarding the cost of setting up plants, we currently have sufficient capacity for both liquid and powder detergents. I can't comment on comparative costs because we haven't analyzed that aspect presently. As for Morelight, our strategy remains unchanged; we're focused on its continued growth.
2. Question from Percy Panthaki:
"What are your thoughts on the reduction in ad spend this quarter? Is it just a one-off, and what are you planning for FY'26?"
Answer: Pawan Agarwal: For Quarter 4, the reduction in ad spend shouldn't set a precedent; it's just a recalibration due to market conditions. We typically invest around 8.5% to 9% in advertising, and I expect this trend to continue in the near to medium term.
3. Question from Harit Kapoor:
"Considering the HI segment's challenges, could products like incense sticks be a bridge to offset volume declines?"
Answer: Pawan Agarwal: We are aware of the growth opportunities in the incense stick market and are exploring this segment. However, our current focus remains on optimizing our existing product lines like the aerosol and liquid vaporizer, which have shown promising growth and profitability.
4. Question from Disha Giria:
"With a cash balance of Rs. 757 crores, are there plans for any inorganic growth opportunities?"
Answer: Pawan Agarwal: The board is aware of our cash reserves and sees potential for both organic and inorganic growth. We plan to hold onto the cash for now and will take suitable actions at the right time to maximize value.
5. Question from Vishal Gutka (Follow-up):
"Can you provide volume growth guidance for FY'26?"
Answer: M. R. Jyothy: For FY'26, I expect mid-single digit growth in volumes during the first half, with a more optimistic outlook of reaching double-digit growth by the year's end.
6. Question from Sumanyu Saraf:
"What is the expected tax rate for FY'26-'27?"
Answer: Pawan Agarwal: We expect the effective tax rate to remain between 23% to 24% for FY'26-'27, which aligns with our indications from previous quarters.
7. Question from Bhavdeep Vora:
"What is the market size and growth rate of the liquid detergent category?"
Answer: Pawan Agarwal: We estimate the total washing powder and liquid detergent market at about Rs. 34,000-35,000 crores, growing at 6%-7%. Liquid detergents alone comprise around Rs. 3,000-3,200 crores and are experiencing 20%-25% year-on-year growth.
8. Question from Percy Panthaki (Follow-up):
"Can you clarify why headline prices are down despite rising raw material costs?"
Answer: Pawan Agarwal: Prices in categories like dish wash have decreased due to competitive pressures, higher grammages, and promotional offers. We anticipate correcting some of these gaps through necessary price increases.
This summary captures the major questions and detailed answers from the Q&A section of the earnings conference call, maintaining the requested format and character limits.
Revenue Breakdown
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 |
Share Holdings
Understand JYOTHY LABS ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
Holding Pattern
Share Holding Details
| 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 | 3.1% |
| M P Sidharthan | 2.84% |
| M R Jyothy | 2.82% |
| M R Deepthy | 2.82% |
| Mirae Asset Great Consumer Fund | 2.16% |
| U B Beena | 1.88% |
| M P Ramachandran | 1.75% |
| Axis Mutual Fund Trustee Limited A/C Axis Mutual Fund A/C Axis Small Cap Fund | 1.23% |
| Jaya Trust | 1.18% |
| K Ullas Kamath | 0.79% |
| Moothedath Sidharthan Srihari | 0.72% |
| Geetha . | 0.52% |
| Jithin Moothedath Divakaran | 0.52% |
| K K Sujatha | 0.04% |
Overall Distribution
Distribution across major stakeholders
Ownership Distribution
Distribution across major institutional holders
Is JYOTHY LABS Better than it's peers?
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 | 5.68 LCr | 64.14 kCr | +6.00% | -10.80% | 53.3 | 8.85 | - | - |
| GODREJCP | Godrej Consumer Products | 1.25 LCr | 14.68 kCr | +2.70% | -17.80% | 67.21 | 8.48 | - | - |
| DABUR | Dabur India | 90.63 kCr | 13.11 kCr | +6.50% | -19.00% | 51.24 | 6.91 | - | - |
| COLPAL | Colgate-Palmolive (India) | 60.27 kCr | 6.11 kCr | -8.40% | -29.70% | 43.25 | 9.86 | - | - |
| EMAMILTD | Emami | 25.11 kCr | 3.88 kCr | +0.50% | -28.70% | 31.13 | 6.48 | - | - |
Sector Comparison: JYOTHYLAB vs Household Products
Comprehensive comparison against sector averages
Comparative Metrics
JYOTHYLAB metrics compared to Household
| Category | JYOTHYLAB | Household |
|---|---|---|
| PE | 33.52 | 35.72 |
| PS | 4.28 | 3.78 |
| Growth | 3.3 % | 3.5 % |
Performance Comparison
JYOTHYLAB vs Household (2021 - 2025)
- 1. JYOTHYLAB is among the Top 3 Household Products companies by market cap.
- 2. The company holds a market share of 28.8% in Household Products.
- 3. The company is growing at an average growth rate of other Household Products companies.
Income Statement for JYOTHY LABS
Balance Sheet for JYOTHY LABS
Cash Flow for JYOTHY LABS
What does JYOTHY LABS LIMITED do?
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.