Jubilant Ingrevia Limited has informed the Exchange about Schedule of meet and Presentation
JUBLINGREA · price
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Jubilant Ingrevia informed the exchanges that its management will meet 13 institutional investors in Singapore on August 6-7, 2025, organized by Nuvama Institutional Equities. Along with the intimation, the company shared its August 2025 investor presentation containing Q1 FY26 results. Q1 FY26 revenue was Rs 1,038 Cr (up 1% YoY), EBITDA rose 29% YoY to Rs 153 Cr with 15% margin, and profit after tax jumped 54% YoY to Rs 75 Cr (EPS Rs 4.7). Growth was led by the Specialty Chemicals segment, where revenue grew 11% YoY and EBITDA surged 52% YoY to Rs 130 Cr, supported by strong Pyridine, Diketene derivatives and CDMO sales. The company is progressing on its Pinnacle 3.4.5 strategy targeting 3x revenue and 5x EBITDA in 4 years, with a major $300M CDMO order from an Agro innovator expected to deliver in early 2026.
The strong YoY earnings growth, expanding CDMO pipeline, and EU anti-dumping duty tailwind for Choline Chloride are positives that could improve investor sentiment. However, weak Chemical Intermediates (EBITDA down 53% YoY) and soft Nutrition volumes are watchpoints, and the stock may react to how the company addresses these in the Singapore meetings.