Jubilant Ingrevia Limited has informed the Exchange about Transcript
JUBLINGREA · price
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Jubilant Ingrevia reported Q1 FY26 revenue of Rs. 1,038 crore (vs Rs. 1,024 crore YoY) with volumes up 5%. EBITDA grew 29% YoY to Rs. 153 crore and PAT jumped 54% YoY to Rs. 75 crore. The Specialty Chemicals segment delivered its highest-ever quarterly EBITDA of Rs. 130 crore at a 27% margin, while the Chemical Intermediate segment saw sequential EBITDA margin improvement of 170 bps to 4.4%. Management maintained the FY27 peak revenue potential of ~Rs. 6,500 crore, guided for Rs. 100+ crore annualized savings from its Lean 2.0 program, and highlighted a 70+ opportunity sales funnel, a $300 million agro CDMO order starting early 2026, and 12 semiconductor opportunities. The EU's 125% anti-dumping duty on Chinese Choline Chloride was flagged as a major opportunity, with first shipments to Europe expected within weeks.
Strong Q1 print with broad-based growth in the high-margin Specialty segment reinforces the improving earnings trajectory and supports management's FY27 revenue ambition. Key positives for shareholders include visible order wins, EU anti-dumping tailwind for Choline, and continued margin expansion — though Acetyls recovery remains tentative and the Nutrition segment still faces near-term price headwinds.