Jubilant Ingrevia Limited — Investor Meet, 10-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant Ingrevia reported Q2FY26 revenue of Rs 1,121 Cr (up 7% YoY) and profit after tax of Rs 70 Cr (up 18% YoY). For the half-year, profit after tax surged 34% YoY to Rs 145 Cr. Specialty Chemicals led growth with a 12% YoY revenue increase and 44% YoY EBITDA growth, driven by Fine Chemicals and CDMO. Nutrition saw steady volume growth, though pricing pressures impacted margins. Chemical Intermediates achieved its highest quarterly sales in six quarters, despite a significant YoY EBITDA decline. Management anticipates continued growth from Specialty Chemicals and Nutrition, with a major CDMO order contributing from early 2026. Sentiment is confident on strategic initiatives and new product pipeline.