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Jubilant Ingrevia Q2 FY27 Share Price & Earnings Call Analysis

₹567.85-4.34% today
Market cap
₹9,043 Cr
P/E
28.45
ROE
9.52%
PEG
-12.69
Price to sales
1.94
Debt to equity
0.25
52W high / low
₹764 / ₹541
Sales growth (5Y)
45.02%
EBITDA margin
13.41%
Net profit margin
6.57%
Promoter holding
45.22%
Sales (last year)
₹4,651 Cr

Guidance scorecard · Q2 FY27 call

What Jubilant Ingrevia Ltd's management guided
and where it ranks in Chemicals & Petrochemicals

#50of 71 in
Chemicals & Petrochemicals
Revenue10–20%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookRising

RevenueQ1 FY27 call

10–20%
  • The company expects sustained growth momentum driven by Specialty Chemicals and Nutrition segments, alongside a recovery in acetyls.
  • Sequential improvement in revenue and EBITDA is anticipated in the coming quarters.
  • Fine Chemicals, CDMO, and Nutrition businesses are showing sequential volume growth and portfolio expansion.
  • New Niacinamide plant is rapidly ramping up capacity, currently at ~50% volumes, aiming for 70%+ by year-end.
  • CDMO business pipeline continues to expand, with over 25 confirmed molecules and a funnel of 100+ molecules with INR3,500+ crore peak revenue potential.
  • Volume growth supported by increased volumes in CDMO, Fine Chemicals, and Nutrition segments.

2 more points from Jubilant Ingrevia Ltd's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what Jubilant Ingrevia Ltd said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • Jubilant Ingrevia is commissioning a new multipurpose plant by the end of the current calendar year, which is expected to strengthen their CDMO and Fine Chemicals growth roadmap.
  • The company is actively evaluating new growth opportunities across high potential segments such as electronics, semiconductors, cosmetics, and nutrition.
  • They are building a dedicated R&D and clean room facility at their Greater Noida site targeting the semiconductor and electronics segments.
Full Q1 FY27 analysis

FundraisingQ1 FY27 call

Ask what Jubilant Ingrevia Ltd said on fundraising →

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Rising
  • The current confirmed molecules in the CDMO funnel stand at 25, up from 20 in the previous quarter.
  • The peak revenue potential from confirmed molecules was previously estimated at around INR1,500 crore, but this has not been updated due to the addition of early-stage molecules whose peak potential is uncertain.
  • There are more than 100 molecules in the broader pipeline, but this is dynamic with molecules moving in and out of confirmed and advanced stages.
  • The large CDMO contract has a revenue potential of $300 million over 5 years.
  • Revenue contribution from confirmed molecules is expected to be at least 25% of the Specialty and Nutrition portfolio.

2 more points from Jubilant Ingrevia Ltd's call on the order book

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Full Q1 FY27 analysis
Full Chemicals & Petrochemicals ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Jubilant Ingrevia Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Chemicals & Petrochemicals companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 0–2%₹263 Cr3.4
240%+Flat₹4,375 Cr83.7
340%+Flat₹3,259 Cr4.0
440%+Flat₹145 Cr15.9
520–40%Up 2%+₹1.81L Cr90.9
620–40%Up 2%+₹48,366 Cr78.3

Sign up free to see every company in the sector ranking and track Jubilant Ingrevia Ltd.

Pro shows every company guiding 40%+ revenue growth →Full Chemicals & Petrochemicals ranking

Financials of Jubilant Ingrevia Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Jubilant Ingrevia Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +51.47%51.47%51.47%51.47%51.47%51.47%45.22%45.22%45.22%45.22%45.22%45.22%
FIIs +6.35%6.58%6.55%7.22%6.89%7.12%6.96%5.96%6.15%6.49%6.49%6.93%
DIIs +11.17%13.60%14.07%15.47%15.99%15.91%21.81%23.04%24.00%24.76%24.98%25.18%
Government +0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.02%0.02%0.02%0.02%0.02%
Public +30.17%27.53%27.10%25.09%24.90%24.76%25.30%24.94%23.80%22.53%22.30%21.69%
Others +0.82%0.81%0.81%0.77%0.74%0.73%0.72%0.82%0.80%0.98%0.98%0.96%
No. of Shareholders1,62,2021,50,3881,42,7361,25,3671,24,8301,20,4061,23,7481,25,7491,17,5291,12,6961,10,9491,09,650

Financials of Jubilant Ingrevia Ltd

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +1,0209661,0741,0241,0451,0571,0511,0381,1211,0511,1791,3001,394
Expenses +9028719839159219189058969859241,0161,1011,182
Operating Profit1189691110124138147142135126163199212
OPM %12%10%8%11%12%13%14%14%12%12%14%15%15%
Other Income +99101010981111-49109
Interest13151414151214131212121722
Depreciation34343639404039414145485151
Profit before tax8055516680961021009365112141148
Tax %28%30%43%26%26%27%27%25%25%28%23%25%25%
Net Profit +5739294959697475694786106111
EPS in Rs3.612.421.843.063.704.364.654.714.362.945.436.647.00

Financials of Jubilant Ingrevia Ltd

Profit & Loss

Annual income statement trend

Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +06844,9494,7734,1364,1784,3884,924
Expenses +05674,1084,2243,7083,6583,8204,224
Operating Profit-0117841549427519568700
OPM %17%17%11%10%12%13%14%
Other Income +0-10223229382725
Interest07312253564964
Depreciation022123122136158175195
Profit before tax-077709437268344370466
Tax %0%30%33%30%32%27%25%
Net Profit +-054477308183251278351
EPS in Rs-3.403.4129.9319.3111.4815.7717.4522.01
Dividend Payout %0%10%17%26%43%31%28%

Financials of Jubilant Ingrevia Ltd

Balance Sheet

Capital structure and asset base

Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital0.0516161616161616
Reserves-01,9072,4172,6502,7222,9113,1103,301
Borrowings +0556238407740764792895
Other Liabilities +08881,1111,1761,2411,3241,5511,787
Total Liabilities03,3663,7824,2494,7195,0155,4705,999
Fixed Assets +01,8051,7981,8462,5392,5813,1833,157
CWIP065174525331525154281
Investments0506815373337
Other Assets +01,4461,8041,8701,8341,8722,0992,524
Total Assets03,3663,7824,2494,7195,0155,4705,999

Financials of Jubilant Ingrevia Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +0112453462430508524
Cash from Investing Activity +033-71-469-568-389-250
Cash from Financing Activity +0-72-41842144-129-155
Net Cash Flow073-36356-9119
Free Cash Flow085225-16-136156235
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit0%106%69%98%111%113%111%

Financials of Jubilant Ingrevia Ltd

Ratios

Working capital efficiency and return ratios

Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days2514339505365
Inventory Days601117146160163140
Days Payable685103113131141150
Cash Conversion Cycle1675772807555
Working Capital Days2204942372922
ROCE %8%29%16%10%11%11%

Guidance history

How Jubilant Ingrevia Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →10–20%FlatPlanned—Rising
Q4 FY26 call →20–40%FlatPlanned—Rising
Q3 FY26 call →10–20%FlatPlanned—Rising
Q2 FY26 call →20–40%FlatPlanned—Rising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

13out of 100

Momentum score · price trend

13 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−17.6%40%
Last 6 months−20.4%18%
Last 3 months−22.0%12%

The price is 33.9% below its all-time high of ₹859.2 (3 Jan 2025). Stocks more than 20% below their peak have their score halved, so 25 became 13.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Jubilant Ingrevia Ltd: 0.4 × 40 + 0.4 × 18 + 0.2 × 12 = 25, halved to 13 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

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