Jubilant Ingrevia (JUBLINGREA) Q4 25/26 earnings summary

Executive summary

• Achieved highest quarterly revenue and EBITDA in 14 quarters for Q4 FY 2026, with double-digit year-over-year growth in both top and bottom line, and audited results received unmodified opinions from statutory auditors.

• Successfully managed Middle East crisis with no production loss or force majeure, and completed key acquisitions and facility launches, including Remidex Pharma and Agro CDMO facility.

• Specialty chemicals delivered record revenue, and nutrition and personal care segments saw strong volume and price-led growth.

• The group comprises multiple subsidiaries and associates, with Remidex Pharma acquired to enhance the value chain in human nutrition and pharmaceuticals.

• Final dividend of ₹2.5 per share declared, totaling ₹5 per share for FY26.

Financial highlights

• Q4 FY26 revenue reached ₹1,179 crore, up 12% year-over-year; Q4 EBITDA was ₹172 crore, up 11% YoY; PAT at ₹86 crore, up 17% YoY.

• FY26 consolidated revenue was ₹4,388 crore, up 5% YoY; EBITDA ₹607 crore, up 9% YoY; PAT ₹278 crore, up 11% YoY.

• Standalone revenue for FY26 was ₹4,138 crore, with net profit at ₹26,797 lakhs.

• EBITDA margin improved to 15% in Q4 and 14% for FY26; EPS for Q4 was ₹5.5, FY26 EPS ₹18.

• Net debt reduced by 11% in FY26; Net Debt to EBITDA improved to 0.99x.

Outlook and guidance

• Expecting sustained and sequential growth in FY27, led by specialty chemicals and nutrition, with recovery in acetyls and continued investments, including Gajraula MPP plant.

• Targeting at least 20% year-over-year EBITDA growth for FY27.

• Multi-year growth drivers include fine chemicals, CDMO, nutrition, and potential lift from acetyls.

• The group continues to monitor regulatory changes, especially regarding new labour codes.