Jubilant Agri and Consumer Products Limited — PPTs, 08-08-2025: Investor Presentation

Here is the summary of the attached file:

**Financial Highlights:**

JACPL delivered robust Q1 FY26: Consolidated Net Sales +23% to ₹441.9 Cr, EBITDA +47% to ₹62.1 Cr (14.0% margin), PAT +70% to ₹44.1 Cr (10.0% margin). Agri Products led with 75% revenue and 618% EBIT growth. Adhesives revenue +19%, Performance Polymers & Chemicals +8% (EBIT +27%). FY25 ROCE 34%, D/E 0.15.

**Strategic Initiatives & Growth Drivers:**

Focus on volume growth via innovation and channel expansion. Adhesives boosts distribution/brand building. Performance Polymers & Chemicals expanded SBR Latex. Agri Products penetrates new territories and NPK fertilizers. Agri business demerger evaluation ongoing.

**Business Developments:**

Adhesives launched new products including sealants, cyanoacrylates, and instant adhesives. Agri business expanded into 8 new states.

**Market Position & Competitive Advantage:**

JACPL holds dominant positions: #1 in India (SPVA), #1 globally (Vinyl Pyridine Latex ex-China), #1 for SSP in UP, and a leading Adhesives brand. Pan-India reach and R&D are key strengths.

**Investor Implications:**

Q1 FY26 shows strong operational performance and margin expansion. Strategic initiatives, market leadership, and healthy financials point to positive growth potential. Agri business demerger evaluation could unlock further value.