Press Release and Presentation on Financials
JUBLINGREA · price
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Jubilant Ingrevia reported Q4 FY26 revenue of ₹1,179 crore (+12% YoY) and EBITDA of ₹172 crore (+11% YoY, +26% QoQ), with PAT at ₹86 crore (+17% YoY). FY26 full-year revenue was ₹4,388 crore (+5%), EBITDA ₹607 crore (+9%), PAT ₹278 crore (+11%). The company handled Middle East supply disruptions without production loss. Specialty Chemicals posted EBITDA margins of ~27%, Nutrition at 14%, while Chemical Intermediates recovered to 5%. The company completed the Remidex Pharma acquisition to expand human nutrition premixes. Net debt reduced 11% YoY to ₹587 crore, with Net Debt/EBITDA improving to 0.99x. Management highlighted early results from its 'Pinnacle' strategy: 100+ pipeline opportunities worth ₹3,400 crore, 20+ confirmed molecules (~₹1,500 crore), and 33%+ EBITDA growth over two years.
Strong Q4 with sequential margin recovery signals execution momentum. Improving portfolio mix toward higher-margin Specialty Chemicals and Nutrition (now 85%+ of EBITDA) supports long-term profitability. The disclosed order pipeline and CDMO ramp-up provide revenue visibility for FY27. Net debt reduction and improving leverage are positive for balance sheet strength.