Jubilant Ingrevia Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant Ingrevia reported stable Q3 FY26 revenues at INR1,051 Cr, with EBITDA at INR136 Cr, down 8% YoY due to pricing pressures. However, 9-month EBITDA increased 8%. Q3 volumes grew nearly 9%, primarily in Specialty Chemicals and Nutrition. Specialty Chemicals maintained robust EBITDA margins above 25%, driven by product mix and cost optimization. The company secured 16 new CDMO molecules with INR1,400 Cr peak potential, expecting significant revenue growth in FY27. Management believes pricing has bottomed out across segments, anticipating recovery. The large agrochemical CDMO project is on track for March 2026 dispatches. The company remains confident in diversified growth and expanding high-margin offerings.