ALFA Finder| Revenue growth | 25% YoY growth to INR 1,300 Cr in Q1 FY27. |
|---|---|
| Margins | EBITDA margins improved; Specialty Chemicals at 26%, Nutrition at 15%. |
| Order book | CDMO funnel of 100+ molecules with INR 3,500+ Cr peak potential. |
| Demand visibility | Resilient demand across chemical industry; strong traction in electronic semicon segment. |
| Management confidence | High; confident in Pinnacle strategy and sequential improvement in coming quarters. |
Growth
Revenue grew 25% YoY to INR 1,300 Cr; EBITDA rose 36% YoY to INR 209 Cr; PAT increased 41% YoY to INR 106 Cr.
Outlook
Maintained FY27 EBITDA guidance of INR 750-800 Cr. New multipurpose plant commissioning by end of calendar year 2026.
Risks
Geopolitical uncertainties in the Middle East; pricing pressure in commoditized pyridine; volatility in acetyl segment and raw material costs.
Last quarter's promises, checked
Delivered
- Sequential revenue/EBITDA growth in Q1 FY27 → Delivered (Q1 Rev 1,300 Cr vs Q4 1,179 Cr; EBITDA 209 Cr vs 172 Cr) (= BEAT)
- Specialty margin 23-25% → Delivered 26% (= BEAT)
- Nutrition margin ~14% → Delivered 15% (= BEAT)
Partly delivered
- FY27 EBITDA growth target 20% (min ~INR 612 Cr) → Guidance maintained at 750-800 Cr (= ON TRACK)
Investor Presentation filed with BSE, 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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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.
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- Value
- ₹2.49 Cr
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Strong Q2 performance driven by volume growth across specialty chemicals and nutrition despite price softness in China.
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