Jubilant Ingrevia Limited — PPTs, 28-02-2025: Investor Presentation

**Investor Presentation Summary**

**Financial Highlights:** Jubilant Ingrevia has demonstrated a significant trajectory with expected revenues to reach approximately INR 10,000-12,000 Cr by FY30, driven by strong growth in Specialty Chemicals and Nutrition segments. The company projects EBITDA to reach INR 2,000 Cr, with a margin improvement to 20%. Notably, revenues in 9M FY25 showed a 20% growth compared to the previous FY.

**Strategic Initiatives and Growth Drivers:** The "Pinnacle 3.4.5" growth roadmap prioritizes innovation in Specialty Chemicals and Nutrition, aiming to capture additionally high-margin segments. There are current expansions in Agricultural and Pharmaceutical CDMO operations, with considerable investments in production facilities to bolster capacity.

**Business Developments:** The company has secured new CDMO contracts, including a noteworthy $300M agreement with an agro innovator. Recent advancements in capabilities include the commissioning of new plants for Cosmetic Grade Niacinamide and investments in renewable energy initiatives.

**Market Position and Competitive Advantage:** Jubilant retains a leading global position in Bio-Pyridine and Veterinary Nutrition, with plans for further market penetration in Europe and North America. Emphasizing a customer-centric approach and digital transformation as key differentiators may enhance operational efficiency and market reach.

**Investor Implications:** The positive outlook is reinforced by an anticipated shift towards Specialty products, indicating robust future profitability avenues. With strong leadership and strategic focus on high-growth markets, investors may view this as a solid opportunity for capital growth.