Jubilant Ingrevia Earnings Call Transcript: Key Takeaways
Strong Q2 performance driven by volume growth across specialty chemicals and nutrition despite price softness in China.
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Strong Q2 performance driven by volume growth across specialty chemicals and nutrition despite price softness in China.
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 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.
Jubilant Ingrevia reported highest quarterly revenue and EBITDA in 14 quarters for Q4 FY26, driven by 10% volume growth and specialty chemical momentum.
Jubilant Ingrevia reported record quarterly revenue and EBITDA in Q4FY26, driven by specialty chemicals volume growth and effective handling of Middle East disruptions.
Revenue flat as strong volume growth offset by persistent pricing pressures across segments. Management maintains optimism based on new CDMO capacity and ESG-driven cost savings.