Jubilant Ingrevia Limited — PPTs, 26-05-2026: Investor Presentation

**Jubilant Ingrevia (JUBLINGREA) Q4 & FY26 Update:**

1. **Business Performance:** The company reported a strong Q4 FY26, with overall revenue up 12% YoY to ₹1,179 Cr and EBITDA increasing 11% YoY to ₹172 Cr. Profit (PAT) rose 17% YoY to ₹86 Cr. Growth was broad-based, led by Specialty Chemicals (revenue up 6% YoY, EBITDA margins ~27%) and Nutrition & Health Solutions (revenue up 21% YoY). Chemical Intermediates also saw significant EBITDA growth (up 111% YoY) due to effective cost pass-through. Volume growth, particularly in Niacinamide (Vitamin B3) and Pyridine & derivatives, was a key driver.

2. **Growth Drivers & Strategy:** The "Pinnacle journey" strategy is yielding results, improving portfolio mix and customer engagement. The company has a robust opportunity pipeline of over ₹3,400 Cr. Strategic investments continue, including the Gajraula Multi-Purpose Plant to bolster CDMO capabilities.

3. **Recent Developments:** Notable updates include the acquisition of Remidex Pharma, strengthening its Human Nutrition business, and successful dispatches from the newly constructed Agro CDMO facility. The Bharuch CDMO plant achieved USFDA audit success and a WEF Lighthouse Award.

4. **Key Financial Metrics:** For Q4 FY26, Basic EPS was ₹5.5. Net Debt/EBITDA improved to 0.99x. The Board declared a final dividend of ₹2.50/share, bringing total FY26 dividend to ₹5/share.

5. **Management Commentary/Outlook:** Management is confident of sustained growth, expecting sequential revenue and EBITDA improvement starting Q1 FY27. Specialty Chemicals and Nutrition are anticipated to lead growth in FY27. The company effectively managed Middle East disruptions with no production loss and full cost pass-through.