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Earnings Call

Jubilant Agri and Consumer Products Earnings Call: Key Takeaways

Jubilant reported strong FY26 growth with consolidated revenue up 21% to ₹18,911 MN and PAT rising 45% to ₹1,279 MN. Strategy centers on demerging the Agri business and expanding consumer product distribution.

Highlights
Revenue growth21% YoY growth in FY26 consolidated revenue.
MarginsEBITDA margins improved 110bps YoY to 10.4% in FY26.
Demand visibilityStable domestic construction demand; slowdown in global tyre cord fabrics.

Growth

FY26 Consolidated Revenue grew 21% YoY; EBITDA increased 34% with margins expanding to 10.4% from 9.3%.

Outlook

New adhesive plant at Samlya starting Q1 FY27; demerger of Agri business into 'Jubilant Agri Solutions' in progress.

Risks

Input cost inflation in sulfur/acid due to geopolitics; demand softness in industrial polymers and global tyre markets.

Source

Earnings Call filed with NSE, NSE: JUBLCPL. Summary written with AI assistance from the document.

Read the document ↗

Jubilant Agri and Consumer Products Ltd: key numbers

Share price
₹2,210.10
Market cap
₹3,349 Cr
Revenue (annual)
₹1,891 Cr
Net profit (annual)
₹127.9 Cr
P/E (TTM)
25.8×Sector 29.0×
Promoter holding
74.36%+0.00% QoQ
FII holding
0.22%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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