Jubilant Ingrevia Ltd (BOM:543271)

Q2 2026 Jubilant Ingrevia Ltd Earnings Call Transcript

Oct 27, 2025 / 11:30 AM GMT

Release Date Price: ₹677.4 (+0.12%)

Transcript

Key Points

Positve

Jubilant Ingrevia Ltd (BOM:543271) reported a 7% year-on-year revenue growth with high double-digit volume growth.
The specialty chemical segment showed strong performance with double-digit revenue growth and 25% plus margins.
The company achieved its highest quarterly revenue and sales volume in the last 10 quarters.
EBITDA grew by 8% year-on-year, and profit after tax increased by 18% on a yearly basis.
The company is on track to start serving a major CDMO order in early 2026, expected to significantly boost growth.

Negative

Pricing pressure remains a challenge across all segments, affecting overall profitability.
The nutrition and health solutions segment faced short-term pricing pressure, leading to a 13% year-on-year decline in EBITDA.
The chemical intermediate segment experienced market-driven contribution erosion due to subdued pricing.
The company faces macroeconomic headwinds and typically muted price momentum across most segments.
The CDMO business is inherently lumpy, with revenue ramp-up for new contracts taking time to reach peak levels.

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

JUBN.NS - Jubilant Ingrevia Ltd
Q2 2026 Jubilant Ingrevia Ltd Earnings Call
Oct 27, 2025 / 11:30AM GMT

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Presentation
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Operator [1]
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Ladies and gentlemen, please stay connected. The conference call will begin in the next few minutes.

Thank you. Ladies and gentlemen, good day and welcome to Jubilant Engraviers Q2 and H1F5 26 earnings conference call.

As a reminder, all participant lines 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 this conference call, please signal an operator by pressing, then 0 on your touchtone phone.

Please note that this conference is being recorded.

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

Thank you and over

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