| Management target | Revenue FY27 |
|---|
| Revenue growth | 24% YoY growth to ₹1,394 Cr, record quarterly high. |
|---|---|
| Margins | EBITDA margin at three-year high of 15.8% due to high-value mix. |
| Order book | 25+ confirmed molecules in pipeline; CDMO revenue doubled in two years. |
| Demand visibility | Strong visibility in specialty chemicals, CDMO, and nutrition segments. |
| Management confidence | Extremely high, citing 'Pinnacle' strategy execution and disciplined cost management. |
Growth
Revenue rose 24% YoY to ₹1,394 Cr; EBITDA grew 51% to ₹221 Cr.
Outlook
Management maintains FY27 revenue guidance of ₹7,500-₹8,000 Cr; expects peak asset utilization by year-end.
Risks
Excess capacity in China impacting agrochemical pricing; Vitamin B3 price softening in animal feed.
Last quarter's promises, checked
Delivered
- H1 EBITDA ₹400Cr+ → ₹430Cr (₹209+₹221) (= BEAT)
- Sequential growth → rev ₹1,300→₹1,394Cr, EBITDA ₹209→₹221Cr (= BEAT)
- Specialty+Nutrition lead growth → Specialty +16%, Nutrition +50% YoY (= BEAT)
Partly delivered
- Niacinamide plant 70%+ of peak by FY-end → utilisation undisclosed (= PARTIAL)
- ₹1,500Cr peak from confirmed molecules → reiterated, count flat (= PARTIAL)
- FY27 EBITDA ₹750–800Cr → not restated; H1 on track (= PARTIAL)
Missed
- MPP commissioning Dec-2026 → FY27 year-end (= MISS)
Earnings Call Transcript filed with NSE, NSE: JUBLINGREA. Summary written with AI assistance from the document.
Jubilant Ingrevia Ltd: key numbers
- Share price
- ₹589.00
- Market cap
- ₹9,382 Cr
- Revenue (annual)
- ₹4,388 Cr
- Net profit (annual)
- ₹277.9 Cr
- P/E (TTM)
- 26.8×Sector 34.5×
- 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 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.
Jubilant Ingrevia Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,394 Cr (+24% YoY), EBITDA ₹221 Cr (+51%, 16% margin), PAT ₹111 Cr (+61%). Pinnacle strategy continues; 40% ZettaOne stake (₹189.2 Cr) enters EDMS.
Jubilant Ingrevia Employee Stock Options
Jubilant Ingrevia board approved grant of 3,037 RSUs to eligible employees under its 2021 ESOP scheme. Vesting occurs at end of third year from grant date.
Jubilant Ingrevia Q2 FY27 Results: Net Profit ₹111.4 Cr, Up 60.3% YoY
Jubilant Ingrevia Ltd reported revenue from operations of ₹1,394 Cr (+24.4% YoY) and net profit of ₹111.4 Cr (+60.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹111.4 Cr · +60.3% YoY
Jubilant Ingrevia Other Announcement
This is the quarterly shareholding pattern filing for Jubilant Ingrevia Ltd for the period ending September 30, 2026. It is a routine regulatory submission.
Jubilant Ingrevia Board Meeting Date
Jubilant Ingrevia Limited has scheduled a board meeting for October 27, 2026, to consider the unaudited standalone and consolidated financial results for the quarter.