Jubilant Ingrevia Limited (JUBLINGREA) Earnings Call Transcripts

Jubilant Ingrevia Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Jubilant Ingrevia Limited reported its highest quarterly revenue in 14 quarters at INR 1,179 crores, reflecting a 12% year-on-year increase. EBITDA rose to INR 172 crores, up 11% YoY, while PAT increased by 17% to INR 86 crores. Management has signaled a positive outlook for FY '27, expecting a sequential growth in revenue and EBITDA, driven by Specialty Chemicals and Nutrition, with guidance for at least 20% year-on-year EBITDA growth.

Reported metrics

Guidance from management

Management expects at least 20% year-on-year growth in EBITDA for FY '27, with sequential growth starting from Q1 FY '27. They are optimistic about growth driven by Specialty Chemicals and Nutrition segments.

What management said

No. So our CDMO business, currently, all the revenues are recognized within the specialty business itself. And as I have mentioned in the past also, our business -- we never disclosed the exact number or exact size of the CDMO business, but it has been growing very healthy at a very healthy rate, almost 30% to 40% every year. Even last year, we have seen that kind of growth. So -- and with the advent of some of the b...

Yes, Abhijit. So I think we have been pretty consistent in saying that if we take our EBITDA, we aspire to get at least 20% year-on-year growth in EBITDA on the full year basis. I think the challenge in giving quarterly growth rates is because one contract moving up and down by a few weeks can make things look very staggered. So that's why we don't give that guidance. But we will stick to our overall guidance of achi...

What analysts pressed on

Analysts expressed concerns regarding potential inventory losses in the Chemical Intermediates business due to falling prices. There were also inquiries about the impact of the rupee depreciation on dollar-denominated contracts and the ability to scale up CDMO contracts amidst market volatility.

Main topics on the call

• Record Revenue and EBITDA — Jubilant Ingrevia achieved its highest quarterly revenue of INR 1,179 crores in Q4 FY '26, up 12% YoY, and EBITDA of INR 172 crores, marking an 11% increase YoY. Management noted, 'We are pleased to report a healthy perf...
• Successful Handling of Supply Chain Disruptions — The company effectively managed supply chain challenges from the Middle East crisis, reporting 'no force majeure and 0 production loss.' This resilience contributed to strong performance despite external pressures.
• Growth in Specialty Chemicals and Nutrition — Specialty Chemicals revenue reached INR 516 crores, a 6% YoY increase, while Nutrition segment revenue grew 21% YoY to INR 230 crores. Management stated, 'For FY '27, we expect growth to be led by Specialty Chemicals and...
• Acquisition of Remidex Pharma — The acquisition of Remidex Pharma aims to enhance the human nutrition portfolio, with management highlighting strong customer traction and the potential for rapid scaling of the business. 'The traction that we are gettin...

Read the full Jubilant Ingrevia Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 20 Jubilant Ingrevia Limited earnings call transcripts on record, spanning July 20, 2021 to July 23, 2026. Based on this history, Jubilant Ingrevia Limited reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

JUBLINGREA

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

20

First call

July 20, 2021

Most recent

July 23, 2026

Reporting cadence

quarterly