JUBLINGREANSEJubilant Ingrevia LimitedMediumNeutral
Announced Tue, 13 May · 15:22 IST

Jubilant Ingrevia Limited has informed the Exchange regarding a press release dated May 13, 2025, titled "Press Release and presentation on the financials and operational performance of the Company for the fourth quarter and the financial year ended March 31, 2025".

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsOrder Pipeline DisclosedInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Jubilant Ingrevia reported Q4 FY25 revenue of Rs 1,051 Cr (down 2% YoY) but EBITDA jumped 54% YoY to Rs 155 Cr, with EBITDA margin reaching 14.7% — the highest in 12 quarters. Profit after tax surged 153% YoY to Rs 74 Cr, driven by strong performance in Specialty Chemicals (EBITDA margin 27%, up 93% YoY) and Nutrition & Health Solutions (EBITDA margin 16%, up 237% YoY). The Chemical Intermediates segment continued to struggle, with EBITDA falling 76% YoY due to weak Acetic Anhydride demand from the Paracetamol sector. For FY25, revenue grew 1% to Rs 4,178 Cr, while EBITDA rose 22% to Rs 557 Cr and PAT grew 37% to Rs 251 Cr. The board recommended a total dividend of 500% (Rs 5 per share) for FY25, with a Rs 79.8 Cr cash outflow. Capex of Rs 365 Cr was fully funded through internal accruals, and net debt stood at Rs 658 Cr. Management reiterated commitment to their 'Pinnacle 345' vision targeting 3x revenue and 4x EBITDA over a 5-year horizon.

Likely market impact

Positive for shareholders — record-high EBITDA margins, strong PAT growth, and a healthy 500% total dividend signal robust operational performance. The weak Chemical Intermediates segment remains a drag, but the growing share of higher-margin Specialty and Nutrition businesses (94% of EBITDA) is a structural positive that should support continued earnings momentum.