Jubilant Ingrevia Limited has informed the Exchange about Transcript
JUBLINGREA · price
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Awaiting price reaction for this filing.
Jubilant Ingrevia reported Q4 FY25 revenue of Rs.1,051 crore (slightly lower YoY due to Chemical Intermediates weakness), but EBITDA jumped 54% YoY to Rs.155 crore with margin at 14.7%, and PAT surged 153% YoY to Rs.74 crore. The company announced a total FY25 dividend of 500% (Rs.5 per share), with Rs.79.8 crore cash outflow. Specialty Chemicals delivered record quarterly EBITDA of Rs.129 crore at 27% margin (93% YoY growth), while Nutrition EBITDA grew 237% YoY. Net debt/EBITDA improved to 1.18x from 1.36x, and Rs.1,745 crore of the announced Rs.2,000 crore CAPEX has been deployed. Management reaffirmed the Pinnacle 345 Vision (3x revenue, 4x EBITDA by FY30) targeting Rs.10,000 crore revenue, requiring Rs.600-800 crore annual CAPEX for the next 3-4 years.
Strong margin expansion and PAT growth, plus steady progress on the multi-year growth roadmap, are positive signals. However, revenue growth remains muted due to weak Chemical Intermediates, and the stock may react to guidance on cost savings (Rs.100-150 crore Phase-II), CDMO pipeline ramp-up, and US tariff benefits.