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Investor Presentation

Jubilant Ingrevia Investor Presentation: Key Takeaways

Jubilant Ingrevia reported a strong Q1 FY27 with revenue at a 15-quarter high of INR 1,300 Cr (up 25% YoY). Strategy focuses on the 'Pinnacle' journey, expanding CDMO and Specialty Chemical pipelines.

Highlights
Revenue growth25% YoY growth to INR 1,300 Cr in Q1 FY27.
MarginsEBITDA margins improved; Specialty Chemicals at 26%, Nutrition at 15%.
Order bookCDMO funnel of 100+ molecules with INR 3,500+ Cr peak potential.
Demand visibilityResilient demand across chemical industry; strong traction in electronic semicon segment.
Management confidenceHigh; 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)
Source

Investor Presentation filed with BSE, NSE: JUBLINGREA. Summary written with AI assistance from the document.

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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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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
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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
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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
12:33 IST BSE
Financial Results

Jubilant Ingrevia Q1 FY27 Results: Net Profit ₹105.8 Cr, Up 40.9% YoY

Jubilant Ingrevia Ltd reported revenue from operations of ₹1,300 Cr (+25.3% YoY) and net profit of ₹105.8 Cr (+40.9% YoY) for Q1 FY27.

Key figure
Net profit ₹105.8 Cr · +40.9% YoY