Transcript of the Investor''s Conference Call
JUBLINGREA · price
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Jubilant Ingrevia reported its highest quarterly revenue in 14 quarters at Rs. 1,179 crore in Q4 FY26, up 12% YoY with 10% volume growth. EBITDA stood at Rs. 172 crore (up 11% YoY, 26% QoQ) and PAT at Rs. 86 crore (up 17% YoY, 84% QoQ). Specialty Chemicals delivered its best quarter at Rs. 516 crore with a sustained 27% EBITDA margin for 6 consecutive quarters. The Nutrition segment grew 21% YoY to Rs. 230 crore. Management confirmed the $300 million agro CDMO contract commenced shipments in March 2026, with the pipeline now featuring 100+ opportunities worth Rs. 3,500 crore potential. The company completed the Remidex acquisition to strengthen Human Nutrition. Net debt reduced 11% with Net Debt/EBITDA at 0.99x.
Strong execution in Q4 with margin resilience signals the Pinnacle Journey transformation is delivering results. The guided 20% EBITDA growth for FY27, sequential improvement starting Q1, and robust CDMO pipeline provide confidence for shareholders despite pricing headwinds in certain segments.