JYOTHYLABNSEQ4FY25May 12, 2025

Jyothy Labs Limited

2,035words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
May 12, 2025 To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 023 BSE Code: 532926 Na(cid:415)onal Stock Exchange of India Limited
50%
machandran. • Jyothy Labs is primarily in Home Care and Personal Care segments which constitute 50% of the Indian FMCG industry. Our Power Brands Key Product Categories Fabric Care Dish Wash Ho
Rs 2,847 crore
wer Brands Key Product Categories Fabric Care Dish Wash Household Insecticides Personal Care Rs 2,847 crores Revenue in FY 24-25 3.6 Mn Outlets – Pan India availability 1.3 Mn Outlets Direct Reach 23 M
6.4%
value terms #2 - Mosquito repellent coil, by volume 3 KEY HIGHLIGHTS OF THE YEAR • Delivered 6.4% volume growth in spite of muted demand • Liquid detergent portfolio grew nearly 3X • Modern trade
3X
• Delivered 6.4% volume growth in spite of muted demand • Liquid detergent portfolio grew nearly 3X • Modern trade channel which includes E-com/Quick com delivered an impressive growth • Overseas
1.3 Million
e growth • Overseas markets continue to perform well • Direct reach increased by 100k outlets to 1.3 Million and indirect reach increased by 800K outlets to 3.6 Million outlets • Ujala-fabric conditioner,
3.6 Million
ct reach increased by 100k outlets to 1.3 Million and indirect reach increased by 800K outlets to 3.6 Million outlets • Ujala-fabric conditioner, Maxo-Racquet and Maxo-Aerosol, and ‘Jovia’ body soap launche
Rs 500 crore
-Aerosol, and ‘Jovia’ body soap launched R I S E Revenue Crossed Rs 2,847 crores EBITDA at Rs 500 crores PAT at Rs 370 crores Cash balance of Rs 757 crores Operating Working Capital 18 days 4 RE
Rs 370 crore
body soap launched R I S E Revenue Crossed Rs 2,847 crores EBITDA at Rs 500 crores PAT at Rs 370 crores Cash balance of Rs 757 crores Operating Working Capital 18 days 4 RESULT HIGHLIGHTS – Q4FY2
Rs 757 crore
evenue Crossed Rs 2,847 crores EBITDA at Rs 500 crores PAT at Rs 370 crores Cash balance of Rs 757 crores Operating Working Capital 18 days 4 RESULT HIGHLIGHTS – Q4FY25 SNAPSHOT (CONSOLIDATED) Reven
Rs 667 Crore
rating Working Capital 18 days 4 RESULT HIGHLIGHTS – Q4FY25 SNAPSHOT (CONSOLIDATED) Revenue at Rs 667 Crores increased by 1.1%, volumes grew by 4% (CAGR by value - 2 Yr 4.0%, 3 Yr 6.9%, 4 Yr 7.7%). Gross
1.1%
days 4 RESULT HIGHLIGHTS – Q4FY25 SNAPSHOT (CONSOLIDATED) Revenue at Rs 667 Crores increased by 1.1%, volumes grew by 4% (CAGR by value - 2 Yr 4.0%, 3 Yr 6.9%, 4 Yr 7.7%). Gross Margin at 49.2% vs.
Guidance — 3 items
Detergents
opening
Reinforced local relevance through ground activations; achieved 24.5% market share in FY25.
Detergents
opening
Exo Dishwash Bar sustained its strong position in the category, with a 14% market share in FY25*.
Detergents
opening
Pril Dishwash Liquid recorded a market share of 13.1% in FY25*.
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Speaking time
Post Wash
1
Detergents
1
New SKU Introductions
1
Opening remarks
Post Wash
• Ujala Supreme: Continued TV and digital campaigns featuring Vidya Balan to drive trials among non-users and strengthen brand relevance, with focus on category expansion. Ujala Crisp & Shine: Maintained ATL presence across high-reach platforms with Nayanthara; communication centered on clothes enhancing personal confidence in key markets. Ujala Young & Fresh: Newly launched in South India and Maharashtra; infused with Double Impact French Perfume for 12X longer freshness. Introduced in two premium variants – Aura & Bliss – across key modern trade and general trade outlets.
Detergents
• Ujala Detergent: Drove engagement in Kerala through a multimedia campaign featuring Manju Warrier. Reinforced local relevance through ground activations; achieved 24.5% market share in FY25. Henko: Rolled out a tactical promotional campaign with consumer offers and sampling for Henko Matic Liquid in metros and key urban centres to drive trial and visibility. • Morelight & Mr. White: Strengthened in-store visibility and consumer interaction via focused on-ground activations in modern trade and high-footfall general trade stores, especially in the South. 14 DISHWASHING: EXO AND PRIL • • Exo: Maintained robust ATL and digital presence with brand ambassador Shilpa Shetty, reinforcing the brand’s Anti- Bacterial Promise. Consumer engagement was further deepened through focused on-ground activations. Exo Dishwash Bar sustained its strong position in the category, with a 14% market share in FY25*. Pril: Continued to drive brand salience through high-impact television and digital campaigns f
New SKU Introductions
Margo National TV campaign featuring Raashii khanna Margo Super Saver Pack of 5 (MT) Margo Anti-Bacterial Handwash :700ml MEGA PACK in pouch format (MT) 16 HOUSEHOLD INSECTICIDE: MAXO • Continued the multimedia campaign featuring Kareena Kapoor in key markets. The campaign emphasizes the unique automatic feature of the Maxo machine. • Maxo launched Aerosol (Flying Insect Killer and insect killer) and Maxo Anti Mosquito crawling racquet. • Maxo LV market share in FY25 is 7.3%; and Coil market share is 24.6% Maxo Genius TVC featuring Kareena Kapoor ) r a e Y r a d n e l a C ( i Q I n e s l e N – e c r u o S * 17 OTHER MARKETING INITATIVES Ujala Supreme TVC featuring Vidya Balan Ujala Detergent TVC featuring Manju Warrier Ujala Crisp & Shine TVC featuring Nayanthara Exo & Pril TV & Digital initiatives Maxo: Raised awareness on Malaria prevention Exo print activation 18 FY25 NEW LAUNCHES 19 The confidence of Celebrities on Jyothy Brands! 20 ESG Overview: Moving Forward, Leaving No Footprin
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