Jubilant Ingrevia Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant Ingrevia's Q1FY26: Revenue ₹1,038 Cr (+1% YoY), EBITDA ₹153 Cr (+29% YoY, 15% margin), PAT ₹75 Cr (+54% YoY). Specialty Chemicals drove performance with 52% YoY EBITDA surge. Management sees global chemicals emerging from destocking; specialty volumes up due to China+1 trend. Nutrition strong, Chem Intermediates recovering. Confident outlook for FY26 growth in specialty/nutrition/acetyls, boosted by Lean 2.0 & a $300M CDMO agro order for early 2026. Growth trajectory looks set.