Jubilant Agri and Consumer Products Limited — PPTs, 04-11-2025: Investor Presentation

Jubilant Agri and Consumer Products delivered a robust performance for the financial results for the quarter and half-year.

**Business Performance:** Consolidated Q2 revenue jumped 26% to ₹513 Cr, with profit after tax (PAT) surging 69% to ₹42.3 Cr. Half-year revenue grew 25% to ₹954.9 Cr, and PAT climbed 70% to ₹86.4 Cr. Agri Products shined, with Q2 revenue up 58% and EBIT up 583%, thanks to strong monsoons. Adhesives also posted healthy Q2 revenue growth of 21%. Performance Polymers & Chemicals' Q2 sales rose 9%, though EBIT saw a 6% dip due to global slowdowns.

**Growth Drivers & Strategy:** The company is expanding distribution and strengthening customer loyalty in Adhesives. Agri Products are penetrating new territories and diversifying into bulk fertilizers. Performance Polymers is focused on new customer acquisition and broadening its product portfolio.

**Recent Developments:** New adhesive products and an SBR Latex range were launched. The board approved a ~₹50 Cr CAPEX to boost Performance Polymers & Chemicals capacity by 30,000 MTPA. Crucially, the board also approved the demerger of its Agri Division, with a 1:1 share exchange, leading to a new listing.

**Management Outlook:** Management expects strong domestic demand to drive Adhesives growth. Agri Products anticipate continued positive momentum from favorable monsoons and government subsidies bolstering fertilizer demand.