Jubilant Ingrevia Limited — Investor Meet, 29-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant Ingrevia reported robust Q4 FY26 results: revenue ₹1,179 Cr (up 12% YoY) and PAT ₹86 Cr (up 17% YoY). Specialty Chemicals hit a record ₹516 Cr revenue with 27% EBITDA margins. Management projects 20%+ YoY EBITDA growth for FY27, led by Specialty Chemicals, Nutrition, and acetyls recovery, with sequential growth from Q1. The CDMO business is a key driver, with a pipeline exceeding ₹3,500 Cr potential, including a $300 million agro contract that began shipping in March. FY27 capex is planned at ₹400-500 Cr, reinforcing confidence in their Pinnacle Journey strategy and future expansion.