Jyothy Labs Q4 Results: Margins steady but profit dips 2.4% YoY to Rs 76 crore; dividend declared

Despite the muted bottom line, the company maintained operational resilience and announced a dividend, reflecting confidence in its cash flows and business continuity.

Revenue performance steady despite headwinds

The company’s consolidated revenue for Q4FY25 was not disclosed in detail, but analysts note that sales volume across key categories remained stable.

In the previous quarter (Q3 FY25), Jyothy Labs had clocked Rs 643 crore in revenue with double-digit growth led by strong traction in key brands such as Ujala and Maxo. Comparatively, Q4 saw a slower pickup in volumes, especially in rural segments, leading to pressure on margins and bottom line.

EBITDA and margins resilient

Jyothy Labs continued to manage input cost inflation prudently. While EBITDA figures were not disclosed in the current filing, analysts believe cost control measures helped maintain healthy operating margins.

In Q3, the company had posted a 16.5 per cent EBITDA margin, one of the highest among mid-cap FMCG players.

Dividend declared despite profit softness

In a move that reflects its stable balance sheet and consistent cash flow generation, the board of Jyothy Labs announced a final dividend for FY25. The exact dividend amount has not yet been disclosed.

This aligns with the company’s policy of rewarding shareholders even in softer quarters and sends a positive signal to long-term investors.

Stock outlook: What should investors do?

Shares of Jyothy Labs have outperformed peers in the mid-cap FMCG space over the past one year, supported by margin stability and cost optimisation. Analysts tracking the counter suggest that the earnings miss is likely to be shrugged off if rural demand revives and input prices remain benign.

With premiumisation strategies and rural push intact, brokerages maintain a ‘Hold’ to ‘Accumulate’ rating on the stock with a near-term upside potential, pending more clarity on Q1 FY26 commentary.