Jubilant Ingrevia Ltd (BOM:543271)

Q1 2026 Jubilant Ingrevia Ltd Earnings Call Transcript

Jul 31, 2025 / 11:30 AM GMT

Release Date Price: ₹783.65 (-3.35%)

Transcript

Key Points

Positve

Jubilant Ingrevia Ltd (BOM:543271) reported a 29% year-on-year increase in EBITDA, driven by improvements in specialty chemicals and nutrition business segments.
The company's profit after tax increased by an impressive 54% year-on-year, showcasing strong financial performance.
Specialty chemicals segment achieved its highest level of EBITDA at 130 crore INR, with a margin of 27%.
The company is witnessing strong growth in its specialty and nutrition portfolio, which now contributes approximately 63% of total revenue.
Jubilant Ingrevia Ltd (BOM:543271) is capitalizing on the China plus one trend, creating more opportunities in the specialty chemical segment.

Negative

The nutrition and health solutions business segment saw a marginal revenue decline of 4% year-on-year due to lower prices and shipment delays.
Commodity segments continue to face challenges with prices stabilizing at lower levels, impacting overall revenue.
The chemical intermediate business segment experienced muted momentum, with only a 1.5% quarter-on-quarter revenue improvement.
There is ongoing volatility in the feed segment of the nutrition business, affecting stability in that area.
Pricing in certain segments remains volatile, which could impact future revenue projections and profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JUBN.NS - Jubilant Ingrevia Ltd
Q1 2026 Jubilant Ingrevia Ltd Earnings Call
Jul 31, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, Good day and welcome to Jubilant and Greers. Q1 F 526, earnings conference call.

As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Pavlin Thaneja, head of investor relations at Jubilant Inreva Limited.

Thank you and over to you, Mr. Tanneja.

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Unidentified_2

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