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Jubilant Agri & Consumer Products Ltd

Q2 FY26Chemicals & Petrochemicals

Jubilant Agri & Consumer Products Q2 FY26 investor presentation: Revenue & Margins

Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹1,854
Market cap₹2.8K Cr
P/E21.2
Updated16 Oct 2026
Read5 min read

Based on Jubilant Agri & Consumer Products Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentationreports, not management guidance.

The short version

Q2 FY26 Revenue from Operations: INR 5,130 million, up 26% YoY from INR 4,071 million in Q2 FY25 (Page 20, 21) - Segment wise Q2 FY26 Net Sales vs Q2 FY25: - Performance Polymers & Chemicals: INR 2,898 million, +9% YoY (Page 22) - P&K Fertilizers: INR 2,198 million, +62% YoY (Page 22) - Agri Nutrients: INR 34 million, -41% YoY (Page 22) - Adhesives: INR 1,279 million, +21% YoY (Page 7) - Agri Products: INR 2,232 million, +58% YoY (Page 17) - Outlook highlighted on Agri Products (Page 18): - Overall positive, supported by above-normal monsoon, improved soil moisture, healthy reservoirs. EBITDA for Q2 FY26: INR 639 million, up 52% YoY from INR 420 million in Q2 FY25 (Page 20) - EBITDA Margin for Q2 FY26: 12.5%, improved by 214 basis points YoY from 10.3% in Q2 FY25 (Page 20)

From Jubilant Agri & Consumer Products Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • Q2 FY26 Revenue from Operations: INR 5,130 million, up 26% YoY from INR 4,071 million in Q2 FY25 (Page 20, 21)
  • Segment wise Q2 FY26 Net Sales vs Q2 FY25:
  • Performance Polymers & Chemicals: INR 2,898 million, +9% YoY (Page 22)
  • P&K Fertilizers: INR 2,198 million, +62% YoY (Page 22)
  • Agri Nutrients: INR 34 million, -41% YoY (Page 22)
  • Adhesives: INR 1,279 million, +21% YoY (Page 7)
  • Agri Products: INR 2,232 million, +58% YoY (Page 17)
  • Outlook highlighted on Agri Products (Page 18):
  • Overall positive, supported by above-normal monsoon, improved soil moisture, healthy reservoirs.

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Profitability & Margins

See what Jubilant Agri & Consumer Products Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • The Board approved a CAPEX of approximately Rs. 50 crore on November 4, 2025.
  • Purpose: Expansion of the Performance Polymers and Chemical segment.
  • Project: Setting up new manufacturing facilities at the Samlya (Savli), Vadodara Gujarat site.
  • Capacity increase: 30,000 MT per annum for the Performance Polymers business.
  • Funding: Mostly through internal accruals.

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Jubilant Agri & Consumer Products Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation for Jubilant Agri and Consumer Products Ltd. does not explicitly report any details on order book, order inflow, or pending orders. Specifically: - There is no mention or data provided on the size or value of the order book. - No information is given about order inflow metrics or volume. - Pending orders or backlog figures are not discussed or reported anywhere in the presentation. The presentation focuses primarily on financial performance, segment-wise results, balance sheet details, outlook, and disclaimer notes without any reference to order-related metrics.

Jubilant Agri & Consumer Products Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹485 Cr, net profit ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Jubilant Agri & Consumer Products Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Jubilant Agri & Consumer Products Ltd Q2 FY26 results?

Q2 FY26 Revenue from Operations: INR 5,130 million, up 26% YoY from INR 4,071 million in Q2 FY25 (Page 20, 21) - Segment wise Q2 FY26 Net Sales vs Q2 FY25: - Performance Polymers & Chemicals: INR 2,898 million, +9% YoY (Page 22) - P&K Fertilizers: INR 2,198 million, +62% YoY (Page 22) - Agri Nutrients: INR 34 million, -41% YoY (Page 22) - Adhesives: INR 1,279 million, +21% YoY (Page 7) - Agri Products: INR 2,232 million, +58% YoY (Page 17) - Outlook highlighted on Agri Products (Page 18): - Overall positive, supported by above-normal monsoon, improved soil moisture, healthy reservoirs. EBITDA for Q2 FY26: INR 639 million, up 52% YoY from INR 420 million in Q2 FY25 (Page 20) - EBITDA Margin for Q2 FY26: 12.5%, improved by 214 basis points YoY from 10.3% in Q2 FY25 (Page 20)

What is Jubilant Agri & Consumer Products Ltd share price analysis?

Jubilant Agri & Consumer Products Ltd currently shows a neutral. The stock trades at a P/E of 21.2 with a market cap of ₹2,810 Cr. Investors should review the full earnings analysis for detailed insights.

Is Jubilant Agri & Consumer Products Ltd planning capital expenditure?

The Board approved a CAPEX of approximately Rs.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.