Jyothy Labs: Fire Incident at C&FA Warehouse – Investor Brief

Incident Overview

• Date & Time: 29 April 2026, approx. 6:30 AM
• Location: C&FA‑operated warehouse, Ground Floor, Village Kheri Gurn, Kharar Banur‑Tepla Road, Rajpura, Patiala, Punjab – 140417
• Cause: Fire originated in an adjacent premises and spread to Jyothy’s warehouse.
• Current Status: Fire still being contained; no injuries or loss of life reported.

Operational Impact

• The company states no material impact on its production, supply chain, or other business activities.
• Ongoing investigation to determine the root cause and exact loss.
• A surveyor has been engaged by the insurer to assess damage.

Financial Implications

• Insurance: Jyothy confirms it has adequate insurance coverage for the warehouse and has notified the insurer.
• Loss Assessment: Expected quantum of loss is to be determined and will be disclosed later.
• Short‑Term Risks: Potential cash outflow for repairs/replacements and possible temporary inventory shortages.
• Long‑Term Risks: Minimal, provided insurance claims are settled promptly.

Regulatory & Compliance

• Disclosure made in compliance with SEBI Listing Regulation 30 and the relevant SEBI Master Circular (dated 30 Jan 2026).
• Annexure A confirms insurance coverage and states that the incident does not affect production/operations.

Investor Considerations

• Risk: Uncertainty around the final loss amount and timing of insurance recovery.
• Opportunity: The incident is isolated; the company’s strong insurance posture limits downside.
• Action: Monitor forthcoming updates on loss quantification and any impact on working capital.

Outlook

• Score: 5/10 (Neutral)
• Rationale: The fire introduces a short‑term operational risk, but insurance coverage and management’s assurance of no material impact temper the downside. Future updates will clarify the financial effect.

Prepared on 29 April 2026 based on the company’s fire incident disclosure.