Jubilant Ingrevia Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant Ingrevia reported Q1FY26 PAT up 54% YoY to Rs 75 Cr and EBITDA rising 29% YoY to Rs 153 Cr, on total revenue of Rs 1,038 Cr (margin 15%). Specialty Chemicals led growth with strong Pyridine & Diketene derivative sales and booming CDMO orders. Management notes global chemical destocking ending, with healthy funnel in specialty segments. Nutrition business saw strong Choline growth. Lean 2.0 initiatives are driving efficiency. A major $300M Agro CDMO order is on track for early 2026 delivery, fueling future growth. The outlook remains confident for FY26 performance.