NSE: JUBLINGREA | BSE: 543271

Mid-range Performer

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700.80 -7.50 (-1.06%)

30.94% Gain from 52W Low

214.8K NSE+BSE Volume

NSE 08 Aug, 2025 3:31 PM (IST)

11,162.4

Market Cap

High in industry

1.1

Beta 1Year

High Volatility

Jubilant Ingrevia Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for JUBLINGREA, BSE:543271 Jubilant Ingrevia Ltd.

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Jubilant Ingrevia Ltd.

12 Jun 2025

700.80

-1.06%

Jubilant Ingrevia (JUBLINGR IN) Company Update Risk of...

Hold: Jubilant Ingrevia Ltd.

Target

Prabhudas Lilladhar

Jubilant Ingrevia is one of the leading players in India supplying chemical intermediates to agrochemical innovators for almost 3 decades. The company is now transitioning to become a CDMO player and has already signed 2 contracts for agro CDMO, one of which is worth USD300mn and will start contributing to revenue from Q4FY26. As highlighted in our previous report, 7 more molecules with pyridine chemistry are expected to go off-patent by 2028, thus making Jubilant a good fit to manufacture them. However, unlike...

Jubilant Ingrevia Ltd. is trading below all available SMAs

Jubilant Ingrevia Ltd.

14 May 2025

700.80

-1.06%

Jubilant Ingrevia (JUBLINGR IN) Q4FY25 Result Update Steady...

Hold: Jubilant Ingrevia Ltd.

Target

Prabhudas Lilladhar

In FY25, 25+ products were added in funnel for CDMO business across agrochem, pharma and semi-con sector. Jubilant Ingrevia reported a slight decline in topline during the quarter, primarily due to a 14%YoY drop in revenue from the Chemical Intermediates segment. However, the Specialty chemicals and Nutrition & Health solutions segments posted YoY revenue growth of 2% and 15%, respectively, contributing to a 90bps improvement in overall EBITDAM. Agrochemical sales improved during the quarter, while the pharmaceutical segment saw stable...

Number of FII/FPI investors increased from 154 to 163 in Jun 2025 qtr.

Jubilant Ingrevia Ltd.

17 Jul 2024

700.80

-1.06%

JUBILANT INGREVIA LT

Hold: Jubilant Ingrevia Ltd.

Target

Prabhudas Lilladhar

Promoters unpledged 0.49% of shares in last quarter. Total pledge stands at 2.22% of promoter holdings

Jubilant Ingrevia Ltd.

15 Feb 2024

700.80

-1.06%

JUBILANT INGREVIA LT

Hold: Jubilant Ingrevia Ltd.

Recommendation Target

Prabhudas Lilladhar

Jubilant Ingrevia Ltd. is trading below all available SMAs

Jubilant Ingrevia Ltd.

17 May 2023

700.80

-1.06%

JUBILANT INGREVIA LT

Buy: Jubilant Ingrevia Ltd.

Prabhudas Lilladhar

Promoters have decreased holdings from 51.47% to 45.22% in Jun 2025 qtr

Jubilant Ingrevia Ltd.

21 Jun 2022

700.80

-1.06%

Jubilant Ingrevia - Transitioning towards Specialty

Buy: Jubilant Ingrevia Ltd.

Target

Monarch Networth Capital Limited

Mutual Funds have increased holdings from 14.10% to 19.57% in Jun 2025 qtr.

Jubilant Ingrevia Ltd.

21 Oct 2021

700.80

-1.06%

Jubilant Ingrevia - Risk-Reward Favourable - Q2FY22 Update Note

Buy: Jubilant Ingrevia Ltd.

Monarch Networth Capital Limited

Jubilant Ingrevia (Ingrevia') came out with its Q2FY22 results, which showed significant QoQ de-growth in absolute EBITDA and margins on the back Acetyls (LS Chem EBITDA 14% vs 27% QoQ). Large part of sequential decline was on account of Inventory gains in Q1FY22 and reduction in % spreads. As per us, Q2FY22 can be considered as base for absolute EBITDA in acetyls while the margins may continue to decline on the back of higher Acetic acid prices. Spec Chem margins declined on the back of higher input costs, which should be passed on with a lag. Nutrition business showed sustained volume led growth on the back of Vitamin B3, feed and food business. The stock has had a phenomenal run since our IC on March 18th, 2021 (note) at INR 240 per share, since then the stock is up >3.5x in 7 months! Given the run-up in the chemicals space, we believe Ingrevia remains attractively priced, based on relative valuations as it trades at 12x FY23E EV/EBITDA. We revise our FY22/23 estimates based on the...

Institutional Investors have increased holdings from 23.03% to 28.77% in Jun 2025 qtr.

Jubilant Ingrevia Ltd.

09 Jun 2021, 12:00AM

700.80

-1.06%

Jubilant Ingrevia - When Specialty meets value

Buy: Jubilant Ingrevia Ltd.

Target

Monarch Networth Capital Limited

We initiated on Jubilant Ingrevia ('Ingrevia') on March 18th, 2021 (note) at INR 240 per share, since then the stock is up >2.4x in less than 4 months! It still trades at ~11x FY23E EV/EBITDA, given the visibility on improving profile and robust pricing environment we believe there is room for further re-rating. Ingrevia came out with a robust set for Q4FY21 on the back of pricing in Acetic Anhydride and Ethyl Acetate (LS Chem EBITDA 19% vs 4% YoY). Demand side disruption in Acetyls is likely to continue over short term. On Spec Chem the growth was led by CDMO, Q3FY22 to see commercialisation of Diketene products a big trigger. We believe Ingrevia's transition to Specialty remains underappreciated with >70% of EBITDA contribution from non-commoditised segments. We thus revise our Mar-22 target price from INR 420 in base case to INR 770 valuing at 15x EV/EBITDA, which implies 35% upside on the CMP. Our Bull / Bear case TP is at INR 1015 and INR 450 respectively....

Promoters have decreased holdings from 51.47% to 45.22% in Jun 2025 qtr

Jubilant Ingrevia Ltd.

19 Mar 2021

700.80

-1.06%

Jubilant Ingrevia - When Specialty meets value

Buy: Jubilant Ingrevia Ltd.

Monarch Networth Capital Limited

We initiate coverage on Jubilant Ingrevia (Ingrevia) with a BUY rating on the stock. Ingrevia has demerged from Jubilant life Sciences limited , effective February 1st, 2021 and to be listed tomorrow (March 19th, 2021). We expect revenues to grow by double-digit in the near-term on the back of stabilization in pricing & demand for Acetic Anhydride, favourable price dynamics in Vitamin B3 and tailwinds in the Specialty segment. Over medium term, we expect new Capex initiatives (INR 950crs) towards key growth areas likely to drive overall business and margin profile. Further, Ingrevia is now less fragile to external shocks on account of de-risking initiatives and forward integrating into value added products. We thus value Ingrevia at 10x EV/EBITDA on FY23E, deriving a base case fair value of INR 420. Our Bull case & Bear case fair value stand at INR 660 and INR 200 respectively....

Promoters unpledged 0.49% of shares in last quarter. Total pledge stands at 2.22% of promoter holdings

VOTE: Is Jubilant Ingrevia Ltd. worth buying?

99 Votes:

Buy 85.86%

Sell 7.07%

Hold 7.07%

RESEARCH REPORTS

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Hold SEE REPORTS >

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