ALFA Finder| Revenue growth | 12% YoY revenue growth driven by 10% volume increases. |
|---|---|
| Margins | Specialty margins steady at 27%; nutrition margins recovering to 14%. |
| Order book | CDMO pipeline has 100+ opportunities with ₹3,500cr potential. |
| Demand visibility | Resilient chemical demand; strong nutrition and pharma visibility; agrochemicals recovering. |
| Management confidence | Highly 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.
Earnings Call filed with NSE, NSE: JUBLINGREA. Summary written with AI assistance from the document.
Jubilant Ingrevia Ltd: key numbers
- Share price
- ₹607.00
- Market cap
- ₹9,668 Cr
- Revenue (annual)
- ₹4,388 Cr
- Net profit (annual)
- ₹277.9 Cr
- P/E (TTM)
- 27.6×Sector 35.5×
- Promoter holding
- 45.22%+0.00% QoQ
- FII holding
- 6.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jubilant Ingrevia Ltd
All →Jubilant Ingrevia Merger & Restructuring
Jubilant Ingrevia updated on a restructuring share subscription and purchase agreement closing in two tranches. First tranche is due by November 2026, second by September 2027.
- Execution
- First tranche by November 2026; second tranche by September 2027
Jubilant Ingrevia Acquisition
Jubilant Ingrevia's subsidiary JAEL signed the SSPA for a 40% stake in Zettaone, with an option to reach 51%. The deal enters electronics design and manufacturing services.
Jubilant Ingrevia Other Announcement
Jubilant Ingrevia Limited filed its quarterly shareholding pattern for the period ended 30 September 2026. The filing records the holdings of promoters, public shareholders and other categories.
Jubilant Ingrevia Employee Stock Options
Jubilant Ingrevia Employees Welfare Trust bought 45,000 shares on NSE for ₹2.49 Crore under its ESOP scheme. Post-trade holding rose to 0.98% of total equity.
- Value
- ₹2.49 Cr
Jubilant Ingrevia Earnings Call Transcript: Key Takeaways
Strong Q2 performance driven by volume growth across specialty chemicals and nutrition despite price softness in China.
Jubilant Ingrevia Management Change
Jubilant Ingrevia's Sr. Vice President & Head HR, Ms. Vinita Koul, resigned effective November 6, 2026. The departure is to pursue other interests.