Jubilant Agri And Consumer Products Limited · NSE:JUBLCPL
Jubilant Agri And Consumer Products — Q4 FY26 Earnings Presentation
28 slides from Jubilant Agri And Consumer Products's earnings presentation, May 26, 2026
Slide 1: Exchange filing cover letter
May 26, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra (E), Mumbai – 400051 Mumbai – 400001 Symbol: JUBLCPL Scrip Code: 544355 Dear Sir/Madam, Sub: Investor Presentation on the Audited Standal
Slide 2: Earnings Presentation Q4/FY26
EARNINGS PRESENTATION Q4/FY26
Slide 3: Snapshot
SNAPSHOT Consumer Products One of the leading consumer brands in Adhesives market and a reputed player in the Wood Finishes market OVERVIEW • Jubilant Bhartia group company • Wide Product Range – B2C & B2B • Experience and capabilities built over 2 decades • Focus to grow Consumer Products Business
Slide 4: Geographical Presence
GEOGRAPHICAL PRESENCE Strong diversified pan India presence along with exports in key markets Sweden Headquarters Russia Gurgaon, HRY Belgium Czech Republic France Serbia Turkmenistan Germany C USA Turkey Spain Israel China Korea B D Luxemburg Nepal Mexico EGYPT UAE INDIA Middle East Thailand Vietna
Slide 5: Manufacturing Plants
M A N U FA C T U R I N G P L A N T S Gajraula, Uttar Sahibabad, Uttar Samlya, Vadodara, Kapasan, Chittorgarh, Pradesh Pradesh Gujarat Rajasthan SSP, SPVA, Adhesive and Wood Finishes Adhesives Latex SSP TOTAL CAPACITY Polymers and Chemicals: 80,000 MTPA Single Super Phosphate: 400,000 MTPA 44
Slide 6: Adhesives
ADHESIVES REVENUE (INR MN) 5,015 4,316 3,512 3,065 FY23 FY24 FY25 FY26 EBIT (INR MN) 459 384 243 FY23 FY24 FY25 FY26 -53 * EBIT as per Segment 55
Slide 7: Adhesives: Q4/FY26 Financial Highlights
ADHESIVES: Q4/FY26 FINANCIAL HIGHLIGHTS ADHESIVES (INR MN) NET SALES EBIT * Q4 FY26 1,298 126 Q4 FY25 1,144 101 GROWTH 14% 24% ADHESIVES (INR MN) NET SALES EBIT * FY26 5,015 459 FY25 4,316 384 GROWTH 16% 20% * EBIT as per Segment 66
Slide 8: Adhesives Q4-FY26 Operational Highlights
A D H E S I V E S Q 4 - F Y 2 6 O P E R AT I O N A L H I G H L I G H T S Key Highlights • The company sustained high double-digit revenue growth, driven by robust demand supported by GST rate reductions and a recovery in discretionary spending. • Wider distribution reach with a stronger contractor l
Slide 9: Adhesives: Product Range
ADHESIVES : Product Range D3 certified Waterproof Anti bubble Fast drying (1 Hour) Super Fast Bonding __@ Benzene Free 180 degree Temperature resistance JIVANJOR lamino Anti bubble 20% higher Coverage Fast Drying ( 2 Hours) PVC & acrylic Specialist =| JIVANJOR aquabond | JIVANJOR all rounder He Heat
Slide 10: Adhesives: Marketing Activities
A D H E S I V E S : M a r ke t i n g A c t i v i t i e s Dealer Meet Contractor Engagement Contractor training 99
Slide 11: Performance Polymers & Chemicals
P E R F O R M A N C E P O LY M E R S & C H E M I C A L S SEGMENT REVENUE (INR MN) 11,988 Performance polymer & chemicals business vertical product portfolio includes 11,042 Consumer products, Food Polymers and Latex. 9,250 9,577 Consumer Products Adhesives Wood Finishes FY23 FY24 FY25 FY26 SEGMENT E
Slide 12: Performance Polymers & Chemicals: Q4/FY26 Financial Highlights
P E R F O R M A N C E P O LY M E R S & C H E M I C A L S : Q 4 / F Y 2 6 FINANCIAL HIGHLIGHTS PERFROMANCE POLYMERS & NET SALES EBIT * CHEMICALS (INR MN) Q4 FY26 3,240 422 Q4 FY25 2,872 392 GROWTH 13% 7% FY26 11,988 1,663 FY25 11,042 1,650 GROWTH 9% 1% * EBIT as per Segment Including Adhesives 11 11
Slide 13: Performance Polymers & Chemicals Q4-FY26 Operational Highlights
P E R F O R M A N C E P O LY M E R S & C H E M I C A L S Q 4 - F Y 2 6 O P E R AT I O N A L H I G H L I G H T S Key Highlights • Replacement tyres and tyre cord fabrics witnessed a slowdown in demand across both domestic and global markets • Industrial polymers remained under pressure due to global
Slide 14: Agri Products
AGRI PRODUCTS SEGMENT REVENUE (INR MN) 6,923 Agri business offers a range of products in Crop Nutrition, Crop 5,421 Growth Regulator and Crop Protection. 4,568 2,956 No.1 for Single Products sold Super Phosphate under the (SSP) in Uttar umbrella brand Pradesh. ‘Ramban’. FY23 FY24 FY25 FY26 SEGMENT E
Slide 15: Agri Products: Q4/FY26 Financial Highlights
AGRI PRODUCTS: Q4/FY26 FINANCIAL HIGHLIGHTS AGRI PRODUCTS (INR MN) NET SALES EBIT * Q4 FY26 1,612 (42) Q4 FY25 1,111 (79) GROWTH 45% NA FY26 6,923 469 FY25 4,568 (57) GROWTH 52% NA * EBIT as per Segment 14 14
Slide 16: Agri Products Q4-FY26 Operational Highlights
A G R I P R O D U C T S Q 4 - F Y 2 6 O P E R AT I O N A L H I G H L I G H T S Key Highlights • Higher double digit revenue growth in Q4 FY26 due to better placement of SSP in the demand zones • Better Product mix supported margins and revenue realisation • Continued to drive product penetration in
Slide 17: Q4-FY26 Financial Overview
Q4-FY26 FINANCIAL OVERVIEW 16 16
Slide 18: Consolidated: Q4/FY Financial Highlights
C O N S O L I DAT E D : Q 4 / F Y 2 6 F I N A N C I A L H I G H L I G H T S CONSOLIDATED (INR MN) NET SALES EBITDA * PBT ** PAT*** Q4 FY26 4,852 325 278 199 Q4 FY25 3,983 272 212 160 GROWTH 22% 20% 31% 24% FY26 18,911 1,960 1,757 1,279 FY25 15,610 1,457 1,179 883 GROWTH 21% 34% 49% 45% *EBITDA is be
Slide 19: Quarterly Financial Performance
Q UA R T E R LY F I N A N C I A L P E R F O R M A N C E PARTICULARS (INR MN) Q4-FY26 Q4-FY25 Y-o-Y Q3-FY26 Q-o-Q Revenue from Operations 4,852 3,983 22% 4,510 7.6% Total Expenses 4,527 3,711 22% 4,138 9% EBITDA 325 272 20% 372 (13%) EBITDA Margins (%) 6.7% 6.8% 8.3% Depreciation and amortisation exp
Slide 20: YTD Financial Performance
YTD FINANCIAL PERFORMANCE PARTICULARS (INR MN) FY26 FY25 Y-o-Y Revenue from Operations 18,911 15,610 21% Total Expenses 16,951 14,153 20% EBITDA 1,960 1457 34% EBITDA Margins (%) 10.4% 9.3% Depreciation and amortisation expenses 178 161 11% Finance costs 66 134 (51%) Other Income 41 17 134% Exceptio
Slide 21: Segment Results
S E G M E N T R E S U LT S Q4 FY Sr. No. Particulars Mar-25 Mar-26 Growth % Mar-25 Mar-26 Growth % 1 Segment Sales * A) Performance Polymers & Chemicals 2,872 3,240 13% 11,042 11,988 9% B) P&K Fertilizers 1,087 1,597 47% 4,415 6,812 54% C) Agri Nutrients 24 15 (37%) 153 111 (27%) Revenue from Operat
Slide 22: Historical Financial Overview
HISTORICAL FINANCIAL OVERVIEW 21 21
Slide 23: Historical Income Statement
H I S TO R I C A L I N C O M E S TAT E M E N T PARTICULARS (INR MN) FY22 FY23 FY24 FY25 FY26 Revenue from Operations 11,658 14,671 12,533 15,610 18,911 Total Expenses 10,661 13,659 11,461 14,153 16,951 EBITDA 997 1,012 1,072 1,457 1,960 EBITDA Margins (%) 8.55% 6.90% 8.55% 9.33% 10.4% Depreciation a
Slide 24: Historical Balance Sheet
H I S TO R I C A L B A L A N C E S H E E T PARTICULARS (INR MN) FY22 FY23 FY24 FY25 FY26 PARTICULARS (INR MN) FY22 FY23 FY24 FY25 FY26 Equity Non-current Assets Property, plant & equipment 1,516 1,685 1,707 1,799 1984 Share Capital 150 151 151 151 152 Other Intangible Assets 14 13 8 4 29 Other Equit
Slide 25: Historical Key Performance Indicators
H I S TO R I C A L K E Y P E R F O R M A N C E I N D I C ATO R S OPERATIONAL REVENUE (INR MN) EBITDA (INR MN) & EBITDA MARGINS (%) PAT (INR MN) & PAT MARGINS (%) 18,911 6.76% 15,610 10.49% 5.62% 14,671 12,533 8.60% 8.55% 9.33% 4.60% 11,658 6.90% 4.00% 1279 2.37% 1,985 878 1,457 997 1,012 1,072 536 5
Slide 26: Capital Market Information
C A P I TA L M A R K E T I N F O R M AT I O N MARKET DATA SHAREHOLDING PATTERN INR (As on Mar 31, 2026) (As on Mar 31, 2026) Face Value 10.0 FII DII 0.27% 0.14% Market Price (NSE-closing) 1,483.0 Public 25.23% Market Cap(Mn) 22,471.1 Equity Shares Outstanding (Mn) 15.2 Promoters 74.36% Average Volum
Slide 27: Update on Demerger of Agri Business
U P DAT E O N D E M E R G E R O F A G R I B U S I N E S S • The Board of Directors of the Company at its meeting held on November 04, 2025, approved the Scheme of Arrangement for demerger between Jubilant Agri and Consumer Products Limited (“The Demerged Company”) and Jubilant Agri Solutions Limited
Slide 28: Disclaimer
DISCLAIMER Jubilant Agri and Consumer Products Ltd. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions
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