Jubilant Ingrevia Limited — Investor Meet, 18-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant Ingrevia reported steady revenue of Rs.1,051 Cr in Q4FY25, with EBITDA rising 54% YoY to Rs.155 Cr, driven by margin gains in Specialty Chemicals and Nutrition plus cost savings. PAT jumped 153% YoY to Rs.74 Cr. Specialty Chemicals and Nutrition grew 15% YoY each, while Chemical Intermediates declined. CAPEX of Rs.1,745 Cr over three years focuses on value-added products, with Rs.600 Cr planned for FY26. The CDMO pipeline includes 25+ molecules; exports rose 47% YoY. Management anticipates 15-20% volume growth in Specialty/Nutrition, margins above 17-18%, and improving acetyl business. Renewable energy now covers 35% of power needs, lowering costs. Tone is confident on growth and margin expansion.