Jubilant Ingrevia Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Jubilant Ingrevia reported Q1 FY27 revenue of Rs 1,300 crore, up 25% year-on-year, with EBITDA of Rs 209 crore, up 36% year-on-year and 22% sequentially, and PAT of Rs 106 crore, up 41% year-on-year. Management attributed the growth to Specialty Chemicals, Nutrition and a rebound in Chemical Intermediates, along with progress on its CDMO and Fine Chemicals pipeline. Management maintained its full-year EBITDA guidance of Rs 750 crore to Rs 800 crore while citing volatility in the large CDMO contract's volume visibility.
Jubilant Ingrevia reported its highest quarterly revenue and EBITDA in 14 quarters for Q4 FY26, with revenue at Rs. 1,179 crore up 12% year-on-year and EBITDA at Rs. 172 crore up 11% year-on-year. Management attributed the performance to volume growth across Specialty Chemicals, Nutrition, and Chemical Intermediates segments, along with effective cost pass-through amid Middle East-related raw material disruptions. The company also completed the acquisition of Remidex Pharma to expand its Human Nutrition business and commissioned its Bharuch CDMO plant during the year.