JUBILANT AGRI N CON PRO L

Makes specialty chemicals and fertilizers through two main businesses. The Performance Polymers & Chemicals segment, which houses the adhesives franchise, accounted for 64.1% of segment revenue in FY26 and posted 8.7% standalone revenue growth. P&K (phosphatic and potash) fertilizers made up 35.3% of segment revenue and grew 54% YoY on a standalone basis, with a small Agri Nutrients line contributing the remaining 0.6%. Raw materials are the largest cost item at 48.5% of revenue, followed by other operating expenses at 24.5% and employee costs at 10.7%. Consolidated FY26 revenue reached ₹1,891.09 crore with a net profit of ₹127.86 crore and an EBITDA margin of 10.4%. The company is pursuing a demerger of its Agri Division into a wholly-owned subsidiary called Jubilant Agri Solutions Limited on a 1:1 share swap, with NCLT-convened meetings of equity shareholders and unsecured creditors (₹195.35 crore owed) scheduled for September 5, 2026; the listed entity is to be renamed Jubilant Industries Limited post-demerger. AR · MarketPing reader · 2026-08-02

Revenue streams, as the annual report describes them. Performance Polymers & Chemicals (64%), P&K Fertilizers (35%), Agri Nutrients (1%). Specialty chemicals and fertilizers manufacturer with a low-leverage balance sheet, currently reorganising via demerger

Exhibit 1: Financial summary, FY25–FY26 (all audited; no estimate years)