Jyothy Labs Q4 Results: Jyothy Labs reported a 2.4% year-on-year dip in net profit to ₹76 crore for the fourth quarter of FY25, amid slower rural volume growth and margin pressure. Despite the softness in bottom line, the company announced a dividend, signaling confidence in its business fundamentals and cash flow resilience.
Revenue Trends Remain Steady
While the company did not disclose specific revenue figures for Q4, analysts noted that sales volumes across core brands like Ujala and Maxo remained stable. The performance was muted compared to Q3 FY25, where Jyothy Labs had posted ₹643 crore in revenue, driven by double-digit growth. Rural markets witnessed a subdued pickup in Q4, affecting topline momentum.
Margins Withstand Pressure
Though EBITDA figures were not detailed, analysts estimate that operating margins remained healthy, supported by prudent cost control and input cost management. In the previous quarter, the EBITDA margin stood at 16.5%, among the highest in the mid-cap FMCG space.
Dividend Declared
Sticking to its shareholder-friendly approach, Jyothy Labs’ board declared a final dividend for FY25, though the exact payout remains undisclosed. This underscores the company’s strong balance sheet and commitment to consistent capital return, even in a soft quarter.
Investor Outlook
Shares of Jyothy Labs have outperformed mid-cap FMCG peers over the past year, buoyed by margin resilience and brand strength. Analysts maintain a ‘Hold’ to ‘Accumulate’ stance on the stock, citing potential upside if rural demand revives and input costs remain moderate.
“The earnings miss may be temporary. With rural push and premiumisation strategies in place, the stock remains structurally strong,” said a sector analyst.