Conference Call with Jubilant Ingrevia Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
Specialty Chemicals company Jubilant Ingrevia announced Q2FY26 results Total Revenue: Rs 1,121 crore compared to Rs 1,045 crore during Q2FY25, change 7%. EBITDA: Rs 146 crore compared to Rs 135 crore during Q2FY25, change 8%. EBITDA Margin: 13% for Q2FY26. PAT: Rs 70 crore compared to Rs 59 crore during Q2FY25, change 18%. EPS: Rs 4.4 for Q2FY26. Shyam S Bhartia Chairman & Hari S Bhartia Co-Chairman, Jubilant Ingrevia, said: “We are pleased to share the financial results for the second quarter of this fiscal year. Our Speciality Chemicals segment continues to drive the growth momentum with double digit YoY revenue growth and a positive growth over last quarter. Our Nutrition business maintained a steady volume growth trajectory across both the core products. Meanwhile, our Chemical Intermediates business clocked highest quarterly sales across value and volumes in last six quarters. Despite the challenging market conditions, we have grown revenues on the back of growth in volume-market-share and maintained profitability. This quarter, our EBITDA grew by 8% year-over-year, and our Profit After Tax saw an impressive 18% increase. On a half-yearly basis, EBITDA grew by 18%, and Profit After Tax surged by 34%. Markets Update: Across the broader Chemicals Industry, we’re witnessing a steady recovery in volumes, even as pricing remains under pressure across all segments. At the same time, many global players, especially players in Europe are reporting deteriorating financials due to weaker demand, continued pricing pressure and elevated energy costs. The pharmaceutical end-use market continues to show steady volume growth, supported by stable pricing. We saw consistent volume expansion across CDMO and Fine-Chemicals products. Additionally, we saw a marginal recovery in volumes last quarter within the Paracetamol segment. The global Agrochemical sector has successfully moved beyond the inventory destocking phase, with volumes now stabilizing and showing clear signs of growth. This upward momentum is supported by strong volume expansion on both YoY and QoQ basis. Pricing in the segment has remained stable over the past few quarters, reinforcing the recovery trend. The Nutrition market recorded steady volume growth during the quarter though feed-grade vitamins pricing showed short-term volatility globally and in India. Niacinamide demand showed a modest uptick as customer purchasing activity resumed, following subdued volumes at the start of the financial year. Choline volumes traditionally dip in Q2 (versus Q1) due to festivals, however we have seen a notable YoY volume increase." Deepak Jain, Chief Executive Officer & Managing Director, Jubilant Ingrevia, said: “Over the past year, we've made substantial strides across all pillars to set business for both long term and short term value creation. These efforts are already bearing fruit, as reflected in our recent quarterly results, highlighted by robust growth in our Specialty and Nutrition portfolio, stable EBITDA and significantly expanded funnel of new opportunities. In Q2FY26, we continued to build momentum in our Pinnacle journey, achieving several new milestones that further reinforce our trajectory toward long-term value creation.” Result PDF
Specialty Chemicals company Jubilant Ingrevia announced Q1FY26 results Total Revenue: Rs 1,038 crore compared to Rs 1,024 crore during Q1FY25, change 1%. EBITDA: Rs 153 crore compared to Rs 119 crore during Q1FY25, change 29%. EBITDA Margin: 15% for Q1FY26. PAT: Rs 75 crore compared to Rs 49 crore during Q1FY25, change 54%. PAT Margin: 7% for Q1FY26. EPS: Rs 4.7 for Q1FY26. Shyam S Bhartia, Chairman & Hari S Bhartia, Co-Chairman, Jubilant Ingrevia, said: “We are pleased to present the financial results for the first quarter of this fiscal year. Our specialty chemical businesses have continued to perform strongly, growing double digit YoY and with stable performance on QoQ basis. Our Chemical Intermediates business has started to recover marginally with QoQ growth. Ongoing cost optimisation initiatives have further enhanced profitability, with EBITDA for the quarter rising by 29% YoY and Profit After Tax increasing by an impressive 54% YoY. Result PDF
Conference Call with Jubilant Ingrevia Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Specialty Chemicals company Jubilant Ingrevia announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Total Revenue: Rs 1,051 crore in Q4FY25 vs. Rs 1,074 crore in Q4FY24 — down 2% Total EBITDA: Rs 155 crore in Q4FY25 vs. Rs 101 crore in Q4FY24 — up 54% EBITDA Margin (%): 15% in Q4FY25 vs. 9% in Q4FY24 — up 600 bps Profit After Tax (PAT): Rs 74 crore in Q4FY25 vs. Rs 29 crore in Q4FY24 — up 153% PAT Margin (%): 7% in Q4FY25 vs. 3% in Q4FY24 — up 400 bps Basic and Diluted EPS: Rs 4.7 in Q4FY25 vs. Rs 1.8 in Q4FY24 — up 153% FY25 Financial Highlights: Total Revenue: Rs 4,178 crore in FY25 vs. Rs 4,136 crore in FY24 — up 1% Total EBITDA: Rs 557 crore in FY25 vs. Rs 456 crore in FY24 — up 22% EBITDA Margin (%): 13% in FY25 vs. 11% in FY24 — up 200 bps Profit After Tax (PAT): Rs 251 crore in FY25 vs. Rs 183 crore in FY24 — up 37% PAT Margin (%): 6% in FY25 vs. 4% in FY24 — up 200 bps Basic and Diluted EPS: Rs 15.9 in FY25 vs. Rs 11.6 in FY24 — up 37% Result PDF