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Investor Presentation

Jubilant Agri and Consumer Products Investor Presentation: Key Takeaways

Jubilant Agri reports Q1FY27 revenue growth of 18% YoY to ₹5,232 MN. Performance Polymers grew 27%, while Agri Products marginally declined. PAT increased 5% YoY to ₹461 MN.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth18% YoY consolidated; 27% in Polymers; 19% in Adhesives.
MarginsEBITDA margin at 13% vs 14.35% YoY; Adhesives margins expanding.
Demand visibilityResilient domestic demand; subdued agri demand due to monsoons.
Management confidenceHigh in consumer products and new SBR latex category.

Growth

Revenue up 18% YoY; EBITDA up 7% to ₹680 MN. Adhesives segment saw 19% sales growth and 40% EBIT growth.

Outlook

₹50 Cr brownfield capex for SBR Latex (30,000 MTPA); Phase-2 completion by Q3FY27. Agri Nutrients expected to grow high double-digits.

Risks

Geopolitical disruptions affecting exports; weak/uneven monsoons impacting agri demand and input costs; raw material inflation.

Source

Investor Presentation filed with NSE, NSE: JUBLCPL. Summary written with AI assistance from the document.

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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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