JUBLCPLNSEJubilant Agri and Consumer Products Limited· Chemicals & PetrochemicalsHighNeutral
Announced Tue, 4 Nov, 2025 · 16:27 IST

Jubilant Agri and Consumer Products Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Revenue Growth 20pctPat Growth 25pctResults View source PDFExplain this filing

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Nifty Microcap 250market · in no size index; the smallest one is used-1.7%+6.7% vs market
Specialty Chemicals peers, median of 83sector-1.4%+6.4% vs sector

On the reaction day the stock moved 6.7 pts more than Nifty Microcap 250 and 6.4 pts more than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

Jubilant Agri and Consumer Products posted strong Q2 FY26 numbers. Consolidated revenue from operations rose about 26% year-on-year to ₹51,295 lakhs (from ₹40,708 lakhs in Q2 FY25), driven by Performance Polymers & Chemicals and Agri Nutrients segments. Consolidated profit before tax jumped nearly 73% to ₹5,840 lakhs, and net profit (after tax) climbed about 71% to ₹4,228 lakhs. For the first half (H1 FY26), consolidated revenue grew roughly 25% to ₹95,490 lakhs and net profit rose around 71% to ₹8,641 lakhs. Standalone results were also robust, with Q2 net profit at ₹4,687 lakhs versus ₹2,516 lakhs a year ago. Auditor BGJC & Associates LLP issued an unqualified limited review report on both standalone and consolidated results. Separately, the Board approved a Scheme of Arrangement to demerge the Agri undertaking into wholly-owned subsidiary Jubilant Agri Solutions Limited, subject to statutory and regulatory approvals.

Likely market impact

The results are materially better than the year-ago quarter on both revenue and profit, reflecting healthy operating performance across segments and positive operating cash flow for the half-year. The clean auditor report and no exceptional items add comfort, while the proposed demerger is a structural event that could reshape the company's future segment reporting and capital structure once approvals come through.