Q2 FY27 profit growth accelerates; Zettaone deal and multiyear targets disclosed

Promoter disclosed acquisition plansOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

JUBLINGREA · price

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Price reactionminutes from the announcement price · days from the prior close

+2.2%Reaction day

₹561.00

prior close

₹564.60

announcement price

In-mkt

timing

Nifty Smallcap 250market+1.4%+0.8% vs market

Specialty Chemicals peers, median of 100sector+1.9%+0.3% vs sector

On the reaction day the stock moved 0.8 pts more than Nifty Smallcap 250 and 0.3 pts more than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

Q2 FY27 revenue rose 24% to INR1,394 crore, EBITDA rose 51% to INR221 crore and PAT rose 60% to INR111 crore. H1 revenue and EBITDA grew 25% and 44%. Jubilant agreed to buy 40% of Zettaone for INR189 crore, entering electronics design services. It targets 20-25% multiyear specialty chemicals growth and plans INR400-500 crore annual capex. Its CDMO pipeline has 25-plus confirmed molecules with peak revenue potential of about INR1,500 crore; at least one-third is expected in FY27.

Likely market impact

Strong profit growth, electronics expansion and orders support the outlook, though soft vitamin B3 pricing may pressure near-term margins.