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Earnings Call

Jubilant Ingrevia Earnings Call: Key Takeaways

Jubilant Ingrevia reported record quarterly revenue and EBITDA in Q4FY26, driven by specialty chemicals volume growth and effective handling of Middle East disruptions.

Highlights
Revenue growth12% YoY revenue growth driven by 10% volume increases.
MarginsSpecialty margins steady at 27%; nutrition margins recovering to 14%.
Order bookCDMO pipeline has 100+ opportunities with ₹3,500cr potential.
Demand visibilityResilient chemical demand; strong nutrition and pharma visibility; agrochemicals recovering.
Management confidenceHighly optimistic, emphasizing 'Pinnacle' strategy success and leadership strengthening.

Growth

Revenue rose 12% YoY to ₹1,179cr with 10% volume growth; specialty chemicals margins remained resilient at 27%.

Outlook

Management guides for 20% EBITDA growth in FY27, backed by ₹500cr annual capex and CDMO ramp-up.

Risks

Falling acetic acid prices in Q2 could impact inventory valuation; agrochemical sector recovery remains gradual due to China competition.

Source

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

Read the document ↗

Jubilant Ingrevia Ltd: key numbers

Share price
₹656.10
Market cap
₹10,450 Cr
Revenue (annual)
₹4,388 Cr
Net profit (annual)
₹277.9 Cr
P/E (TTM)
33.9×Sector 37.5×
Promoter holding
45.22%+0.00% QoQ
FII holding
6.49%Current quarter

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

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18:52 IST NSE
Debt & Borrowing

Jubilant Ingrevia Debt & Borrowing: ₹100 Cr

Jubilant Ingrevia has issued Commercial Papers worth Rs. 100 Crore. This issuance, with a 90-day tenure, falls within the previously approved Rs. 600 Crore outstanding limit.

Value
₹100.0 Cr
15:56 IST BSE
Employee Stock Options

Jubilant Ingrevia Employee Stock Options

Jubilant Ingrevia Employees Welfare Trust sold 8,807 shares worth Rs.0.56 Crore. The sale was executed to facilitate the exercise of ESOP options.

Value
₹0.56 Cr
13:42 IST BSE
Capital Structure Change

Jubilant Ingrevia Capital Structure Change

Jubilant Ingrevia Employees Welfare Trust sold 2,587 equity shares worth Rs. 0.17 Crore on September 11, 2026.

Value
₹0.17 Cr
18:33 IST BSE
Employee Stock Options

Jubilant Ingrevia Employee Stock Options

Jubilant Ingrevia Employees Welfare Trust sold 5,622 equity shares for Rs. 0.38 Crore. The transfer was executed pursuant to the exercise of ESOPs.

Value
₹0.38 Cr
14:34 IST NSE
Financial Results

Jubilant Ingrevia Q1 FY27 Results: Net Profit ₹106 Cr, Up 41.3% YoY

Jubilant Ingrevia Ltd reported revenue from operations of ₹1,300 Cr (+25.2% YoY) and net profit of ₹106 Cr (+41.3% YoY) for Q1 FY27.

Key figure
Net profit ₹106 Cr · +41.3% YoY