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Earnings Call

Jubilant Ingrevia Earnings Call: Key Takeaways

Jubilant Ingrevia reported highest quarterly revenue and EBITDA in 14 quarters for Q4 FY26, driven by 10% volume growth and specialty chemical momentum.

Highlights
Revenue growth12% YoY in Q4; 7% in Specialty Chemicals FY26.
MarginsSpecialty margins stable at 27%; Nutrition margins at 14%.
Order book100+ opportunities with Rs 3,500cr potential; $300M agro contract started.
Demand visibilityResilient demand in chemicals; robust export visibility in agrochemicals.
Management confidenceConfident 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.

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