Jubilant Ingrevia Limited — Investor Meet, 31-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

The company reported strong Q2 FY'26 results with revenue up 7% YoY to INR1,121 crore, driven by 18% volume growth. EBITDA increased 8% to INR146 crore, and PAT surged 18% to INR70 crore. Specialty Chemicals led growth with 12% revenue increase and healthy 26% EBITDA margins, boosted by Fine Chemicals and CDMO.

The Nutrition business maintained steady volume growth, while Chemical Intermediates achieved its highest quarterly sales in six quarters. Management notes a steady recovery in chemical industry volumes. The company secured over 10 new molecules, expected to contribute INR1,200 crore in peak annual revenues, including a major Agro CDMO contract (INR500 crore annually) commencing in Q4 FY'26. Operational highlights include 28% renewable energy share and a new multipurpose plant at Gajraula. Management expresses confidence in sustaining growth, targeting INR2,000 crore EBITDA by FY'30.