| Revenue growth | 12% YoY in Q4; 7% in Specialty Chemicals FY26. |
|---|---|
| Margins | Specialty margins stable at 27%; Nutrition margins at 14%. |
| Order book | 100+ opportunities with Rs 3,500cr potential; $300M agro contract started. |
| Demand visibility | Resilient demand in chemicals; robust export visibility in agrochemicals. |
| Management confidence | Confident in sustained growth and 20% annual EBITDA growth target. |
Growth
Q4 revenue Rs 1,179cr (up 12% YoY); EBITDA Rs 172cr (up 11% YoY); PAT Rs 86cr (up 17% YoY).
Outlook
FY27 guidance of 20% EBITDA growth; annual capex plan of Rs 400-500cr; Gajraula MPP completion in Q4 FY27.
Risks
Middle East disruptions impacting supply/input costs; cost pressures from China in agrochemicals.
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
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- Execution
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- 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.