Jubilant Ingrevia Ltd. · NSE:JUBLINGREA
Jubilant Ingrevia — Q1 FY27 Earnings Presentation
36 slides from Jubilant Ingrevia's earnings presentation, Jul 22, 2026
Slide 1: Stock exchange intimation letter
July 22, 2026 BSE Limited National Stock Exchange of India Limited Floor 25, P.J. Tower Exchange Plaza Dalal Street, Fort Bandra Kurla Complex Mumbai - 400 001 Bandra (E), Mumbai - 400 051 Scrip Code: 543271 Trading Symbol: JUBLINGREA Sub: Press Release and presentation on the financials and operati
Slide 2: Press Release - Q1'FY27 Results
Jubilant Ingrevia Limited 1A, Sector 16A, Noida – 201301, India Tel.: +91 120 4361000 PRESS RELEASE www.jubilantingrevia.com Noida, Wednesday, July 22nd, 2026 JUBILANT INGREVIA LIMITED – Q1’FY27 RESULTS Particulars1 Q1'FY26 Q4'FY26 Q1'FY27 Q-o-Q Y-o-Y Total Revenue 1,038 1,179 1,300 10% 25% Total EB
Slide 3: CEO commentary on Q1'FY27 business update
Commenting on the Company’s performance, Mr. Deepak Jain, Chief Executive Officer and Managing Director, Jubilant Ingrevia Limited said: “During the quarter, we continued to advance our strategic priorities while effectively navigating global challenges. Despite disruptions in the Middle East affect
Slide 4: Progress across Pinnacle Vision
b) Our Animal Nutrition business delivered a strong performance, supported by significant pricing improvements. Vitamin B3 volumes remained stable, while pricing improved substantially on both a YoY and QoQ basis. In Choline, we maintained our domestic market position and continued to witness health
Slide 5: Q1'FY27 Highlights - Specialty Chemicals
Q1’FY27 Highlights | Segment Wise Analysis A. Specialty Chemicals 1 Particulars Q1'FY26 Q4'FY26 Q1'FY27 Q-o-Q Y-o-Y Segment Revenue 478 516 533 3% 11% % Share of Overall Revenue 46% 44% 41% EBITDA 130 139 139 1% 7% % EBITDA Margin 27% 27% 26% % Contribution to EBITDA 2 76% 72% 60% 1. All figures are
Slide 6: Nutrition and Chemical Intermediates segments
BUSINESS WISE UPDATES Human Nutrition - B3: YoY volume growth Niacinamide volumes, with strong improvement in pricing across food and cosmetic end-use segment - CC/CBT: Pricing improved, supported by strong customer engagement across India, EU and US - Premixes: Stronger engagement with Tier-1 custo
Slide 7: Income Statement and Segment P&L Q1'FY27
3. Income Statement – Q1’FY27 Particulars1 Q1'FY26 Q4'FY26 Q1'FY27 QoQ YoY Revenue from operations a) Sales/Income from operations 1029 1166 1289 11% 25% b) Other operating income 8 13 12 -8% 37% Total revenue from operations 1038 1179 1300 10% 25% Other income 11 9 10 10% -10% Total income 1049 118
Slide 8: About Jubilant Ingrevia Limited
About Jubilant Ingrevia Limited Jubilant Ingrevia Limited is a leading player in Specialty Chemicals & CDMO globally, serving Pharmaceutical, Nutrition, Agrochemical, Consumer, Semiconductor and Industrial customers. It offers customised solutions that are innovative, cost- effective and conform to
Slide 9: Disclaimer
Disclaimer: Statements in this document relating to future status, events, or circumstances, including but not limited to statements about plans and objectives, the progress and results of research and development, potential product characteristics and uses, product sales potential and target dates
Slide 10: Investors Presentation Q1'FY 2027
wW JUBILANT ana INVESTORS PRESENTATION Q1'FY 2027
Slide 11: Disclaimer
Disclaimer Statements in this document relating to future status, events, or circumstances, including but not limited to statements about plans and objectives, the progress and results of research and development, potential product characteristics and uses, product sales potential and target dates f
Slide 12: Chairmen's Message on Q1'FY27 Financial Results
Chairmen’s Message on Q1’FY27 Financial Results “We are pleased to report a strong start to FY2027, delivering healthy financial performance in the first quarter. Revenue grew by 25% YoY, while EBITDA increased by 37% YoY, reflecting the strength of our business model and disciplined execution acros
Slide 13: Agenda
01. Pinnacle Journey 05 02. Q1’FY27 Highlights 12 03. Business Segments Update 19 4
Slide 14: Pinnacle Journey
. Pinnacle Journey 5
Slide 15: Pinnacle Journey Recap: priorities and enablers
Pinnacle Journey Recap: We launched our Pinnacle journey almost 2 yrs back with clear priorities and enablers P INNACLE G ROWTH P ILLARS A Specialty Chemicals B Nutrition & Health solutions C Chemical Intermediates Pyridine & Picoline Animal Nutrition Acetic Anhydride Retain Global leadership (#1 po
Slide 16: Pinnacle Journey Recap (1/2)
Pinnacle Journey Recap: Created a strong foundation in last 2 years across Pinnacle Growth Pillars and Enablers (1/2) • KAM Program: High engagement with top 40 customers; 100+ opportunities in funnel (25+ already won) • Customer roadshows: EU, US, Japan, 100+ meetings each year; increased participa
Slide 17: Pinnacle Journey Recap (2/2)
Pinnacle Journey Recap: Created a strong foundation in last 2 years across Pinnacle Growth Pillars and Enablers (2/2) • Rejuvenated, lean team and processes to bring agility and efficiency • Digital interventions: Predictive analytics on key RMs, inventory mgmt., logistics tracking, MRO mgmt., etc.
Slide 18: Customer-centric focus across 6 end-verticals
Our business has become more ‘customer-centric’ with a higher focus on offering solutions across 6 focused end-verticals Our 3 BUs offer solutions…. …across 6 focused verticals Specialty Chemicals • Pyridine and Picolines Pharma Agro • Fine Chemicals: P&P and Diketene Derivatives, Cosmetics • CDMO:
Slide 19: Electronics/Semiconductor Play progress
Electronics/Semiconductor Play: Significant progress across key pillars to build an integrated play in future Product & Pipeline Technology & Capability Organisation • 10+ Customers • Working with external • Set up dedicated team across EU, US & experts to build capabilities across functions: BD, Ja
Slide 20: Investor & Analyst Day at Bharuch
Hosted a very Successful Investor & Analyst Day at our Bharuch Facility on 30th June 2026 Operational Strength | Pipeline Visibility | Growth Confidence • Plant visit provided investors and analysts with greater visibility into Bharuch’s manufacturing strength, operational excellence, and expansion
Slide 21: Q1'FY27 Highlights
. Q1’FY27 Highlights 12
Slide 22: Market Overview Q1'FY27
Market Overview Q1’FY27: Volume momentum sustained across segments; realizations remained mixed • Demand remains healthy, supported by • The agrochemical sector continued volume CDMO opportunities. Patent expiry recovery supported by demand normalization opportunities continue to support outsourcing
Slide 23: Several milestones in Q1FY27
Several milestones in Q1FY27, building strong pipeline and capabilities for future growth Business Customer Operations/ ESG • Highest EBITDA in Nutrition over last 3 years; • KAM: 100+ funnel, 3500Crs+ peak potential • FY27 lean savings target of ₹100 Cr on track Highest cosmetic B3 volumes • 5+ new
Slide 24: Financial Results Overview Q1'FY27 Consolidated
Financial Results Overview | Q1’FY27 Consolidated 1 Particulars1 Q1'FY26 Q4'FY26 Q1'FY27 Q-o-Q Y-o-Y Total Revenue 1,038 1,179 1,300 10% 25% Total EBITDA 153 172 209 22% 36% EBITDA Margin (%) 15% 15% 16% PAT after Exceptional Items 75 86 106 22% 41% PAT Margin (%) 7% 7% 8% Basic and Diluted EPS (Rs.
Slide 25: Balanced mix of revenues across focused verticals
Balanced mix of revenues across focused verticals; North America and Europe are scaling up fast Application wise Split Business wise Split Geography wise Split Q1’FY27 Q1’FY27 Q1’FY27 Consumer 3% Nutrition ROW & Health 11% Agro North 20% Pharma Solutions 19% America 30% Specialty 11% Chemicals India
Slide 26: Highest Revenue & EBITDA in last 15+ quarters
Achieved Highest Revenue & EBITDA in Last 15+ quarters FY24 FY25 FY26 FY27 209 180 172 155 153 16.1% 148 146 135 136 125 126 14.7% 14.8% 14.6% 130 119 14.0% 104 101 12.9% 13.1% 12.9% 12.4% 80 11.6% 11.6% 10.8% 30 9.4% -20 Revenue 1075 1020 966 1074 1022 1045 1057 1051 1038 1121 1051 1179 1300 (Rs. C
Slide 27: EBITDA Trends across three businesses
es EBITDA Trends: Margin growth achieved across all three businesses on YoY basis Specialty Chemicals Nutrition Chemical Intermediates EBITDA (INR Crs) EBITDA (INR Crs) EBITDA (INR Crs) Y.o.Y Growth 7% Y.o.Y Growth 44% Y.o.Y Growth 240% Q.o.Q Growth 0% Q.o.Q Growth 13% Q.o.Q Growth 163% 139 139 36 5
Slide 28: Business Segments Overview
. Business Segments Overview 19
Slide 29: Specialty Chemicals Highlights
es Specialty Chemicals | Market, Business & Financial Highlights Financial Highlights 1 Particulars Q1'FY26 Q4'FY26 Q1'FY27 Q-o-Q Y-o-Y • Segment revenue improved YoY, supported Segment Revenue 478 516 533 3% 11% by steady volumes across businesses, % Share of Overall Revenue 46% 44% 41% with Fine C
Slide 30: Nutrition & Health Solutions Highlights
Nutrition & Health Solutions | Market, Business & Financial Highlights Financial Highlights 1 Particulars Q1'FY26 Q4'FY26 Q1'FY27 Q-o-Q Y-o-Y • YoY Revenue growth was driven by strong Segment Revenue 179 230 243 6% 36% Niacinamide volumes and pricing, % Share of Overall Revenue 17% 20% 19% supported
Slide 31: Chemical Intermediates Highlights
Chemical Intermediates | Market, Business & Financial Highlights Financial Highlights 1 Particulars Q1'FY26 Q4'FY26 Q1'FY27 Q-o-Q Y-o-Y • Revenue grew both QoQ and YoY, driven Segment Revenue 381 433 524 21% 38% by higher volumes and improved % Share of Overall Revenue 37% 37% 40% realizations, supp
Slide 32: Annexures
. Annexures 23
Slide 33: Annexure I - Income Statement Consolidated
Annexure I - Income Statement | Consolidated – Q1’FY27 1 Particulars Q1'FY26 Q4'FY26 Q1'FY27 QoQ YoY Revenue from operations a) Sales/Income from operations 1029 1166 1289 11% 25% b) Other operating income 8 13 12 -8% 37% Total revenue from operations 1038 1179 1300 10% 25% Other income 11 9 10 10%
Slide 34: Annexure II: Segmental Income Statement
es Annexure II: Income Statement Segmental – Q1’FY27 1 Particulars Q1'FY26 Q4'FY26 Q1'FY27 QoQ (% ) YoY (% ) Revenue Speciality Chemicals 478 516 533 3% 11% Nutrition & Health Solutions 179 230 243 6% 36% Chemical Intermediates 381 433 524 21% 38% Total Revenue from Operations 1,038 1,179 1,300 10%
Slide 35: Annexure III - Conference Call Details
Annexure III - Conference Call Details Date : July 23rd, 2026 Time : 05:00 pm IST Diamond Pass Log-In To enable participants to connect to the conference call without having to wait for an operator, please register at the below mentioned link. Pre-registration: You will receive dial in numbers, pass
Slide 36: Thank you for your time
For More Information Jubilant Ingrevia Limited is a leading player in Specialty Chemicals & CDMO globally, serving Pharmaceutical, Nutrition, For Investors: Agrochemical, Consumer, Semiconductor and Industrial customers. It offers customised solutions that are innovative, Pavleen Taneja cost-effecti