Jubilant Ingrevia Ltd. · NSE:JUBLINGREA
Jubilant Ingrevia — Q4 FY2026 Earnings Presentation
40 slides from Jubilant Ingrevia's earnings presentation, May 26, 2026
Slide 1: Exchange cover letter: press release and presentation
May 26, 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 operatio
Slide 2: Jubilant Ingrevia Limited – Q4'FY26 Results
Jubilant Ingrevia Limited 1A, Sector 16A, Noida – 201301, India Tel.: +91 120 4361000 PRESS RELEASE www.jubilantingrevia.com NOIDA, Tuesday, May 26th, 2026 JUBILANT INGREVIA LIMITED – Q4’FY26 RESULTS Particulars1 Q4'FY25 Q3'FY26 Q4'FY26 Q-o-Q Y-o-Y FY25 FY26 Y-o-Y Total Revenue 1,051 1,051 1,179 12%
Slide 3: CEO commentary and business update
Commenting on the Company’s performance, Mr. Deepak Jain, Chief Executive Officer and Managing Director, Jubilant Ingrevia Limited said: “Over the past year, we have made strong progress across all strategic pillars, building long‑term growth while managing global challenges effectively. Despite Mid
Slide 4: Progress across 6 pillars of Pinnacle Vision
East disruptions firmed input costs, rising acetic acid prices have set the stage for a favorable pricing outlook for the segment going forward. A quick update on the progress made across 6 pillars of our Pinnacle Vision: We launched our Pinnacle journey almost two years back. I’m glad to share that
Slide 5: Q4'FY26 Highlights | Segment Wise Analysis
Q4’FY26 Highlights | Segment Wise Analysis A. Specialty Chemicals Particulars1 Q4'FY25 Q3'FY26 Q4'FY26 Q-o-Q Y-o-Y FY25 FY26 Y-o-Y Segment Revenue 487 458 516 13% 6% 1,818.0 1,937 7% % Share of Overall Revenue 46% 44% 44% 44% 44% EBITDA 129 116 139 20% 8% 422 510 21% % EBITDA Margin 27% 25% 27% 23%
Slide 6: Nutrition and Chemical Intermediates Segment
- Premixes: Traction with tier-1 customers in India with acquisition of Remidex Pharma Animal Nutrition - B3: Achieved highest volumes in the past eight quarters; Improvement in pricing, driven by strong demand recovery towards second half of quarter - Choline: Increase in volumes with imports easin
Slide 7: Income Statement and Segment P&L – Q4'FY26
3. Income Statement – Q4’FY26 Particulars1 Q4'FY25 Q3'FY26 Q4'FY26 QoQ YoY FY25 FY26 YoY Revenue from operations a) Sales/Income from operations 1038 1040 1166 12% 12% 4124 4345 5% b) Other operating income 13 11 13 12% -4% 54 43 -20% Total revenue from operations 1051 1051 1179 12% 12% 4178 4388 5%
Slide 8: Debt Position as on 31st March, 2026
5. Debt Position as on 31st March, 2026 Particulars1 31-Mar-25 31-Dec-25 31-Mar-26 Long Term Borrowings 453 452 446 Short Term Borrowings 303 268 332 Total Gross Debt 756 720 777 Cash & Equivalent 98 177 190 Total Net Debt 658 543 587 YoY change -11% All figures are in Rs Crore unless otherwise stat
Slide 9: Earnings Call details
Earnings Call details: The company will host earnings call at 5.00 PM IST on 26th May, 2026 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 num
Slide 10: Investors Presentation Q4 & FY 2026
. INVESTORS PRESENTATION Q4 & FY 2026 1
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 Q4'FY26 Financial Results
Chairmen’s Message on Q4’FY26 Financial Results “We are pleased to report a healthy performance in Q4 and FY26. Our Revenue grew 12% YoY and EBITDA increased 11% YoY, reflecting our strong execution. A key highlight for the quarter was our effective handling of the Middle East crisis, with no force
Slide 13: Table of Contents
Table of Contents 06 Pinnacle Journey Update 16 Q4’FY26 Highlights 24 Business Segments Update 4
Slide 14: Pinnacle Journey Update
. Pinnacle Journey Update . 5
Slide 15: Rich legacy over 45 years and 4 major chapters
Jubilant Ingrevia has a rich legacy spread over the last 45 years and 4 major chapters Transformation into Forward Speciality Leader Expansion & Integration 2023 onwards Origin Diversification 2011 - 2023 1978 – 1990 1990 – 2010 • Scaling-up Pyridine Derivatives • Started as VAM • Forward integratio
Slide 16: Pinnacle Journey: priorities and enablers
Pinnacle Journey: 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 position
Slide 17: Strong foundation across Pinnacle Growth Pillars (1/2)
Pinnacle Journey: 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 (20+ already won) Customer- • Customer roadshows: EU, US, Japan, 100+ meetings each year; increased parti
Slide 18: Strong foundation across Pinnacle Growth Pillars (2/2)
Pinnacle Journey: Created a strong foundation in last 2 years across Pinnacle Growth Pillars and Enablers (2/2) SuperNova program: 50+ Digital/AI initiatives across org, e.g. • Launched Gen AI Tool to FastTrack R&D Digital • Smart plants: Control room, Smart plant; WEF Lighthouse • Enabled GenAI acr
Slide 19: Early results of Pinnacle efforts in financial results
Pinnacle Journey: Early results of Pinnacle efforts have started to show in our financial results *Financial numbers in Rs. Cr BU FY24 FY26 Growth Highlights Revenue 1586 1937 +22% • Significant growth in topline and bottom-line, despite tough market conditions • Pyridine & Picolines: Global share g
Slide 20: Portfolio Shift: Specialty and Nutrition 85%+ of EBITDA
Portfolio Shift: The impact is also visible in our portfolio mix, with Specialty and Nutrition contribution 85%+ of EBITDA Segment-wise EBITDA Share (%) 6% 13% 10% 12% 12% 11% 25% 27% 17% 36% 36% 14% 13% 12% 40% 15% 16% 46% 43% 45% 48% 49% 16% 16% 7% 14% 5% 14% 8% 4% 13% 12% 76% 76% 75% 76% 73% 72%
Slide 21: More customer-centric with 6 focused 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 1 Speciality Chemicals • Pyridine and Picolines • Fine Chemicals: P&P and Diketene Derivatives, Pharma Pharma Agro Cosmetic
Slide 22: Balanced revenue mix across verticals and geographies
Balanced mix of revenues across focused verticals; North America and RoW (Japan/SEA) are scaling up fast Application wise Split Business wise Split Geography wise Split FY26 FY26 FY26 Consumer 4% ROW Nutrition 12% Agro & Health North 19% Pharma Solutions America 34% 18% Specialty 8% Chemicals India
Slide 23: Remidex Acquisition
Remidex Acquisition: We added Remidex to our portfolio to accelerate our journey into Human Nutrition premixes business Acquisition will enable JVL to expand into customized Vitamin and Mineral Premix Solutions • WHO-GMP, GAIN, FSSC, ISO & FSSAI certified facility • Strong quality systems and GLP- c
Slide 24: Agro CDMO facility completed in record time
Agro CDMO facility: Completed agro intermediates plant in record time to start supplies to global agro innovator in March Key highlights • Constructed and commissioned within 14 months • Molecule with multi-step chemistry delivered with First-time right approach • 1st shipment dispatched to Global A
Slide 25: Q4'FY26 Highlights
Q4’FY26 Highlights 16
Slide 26: Market Overview Q4'FY26
Market Overview Q4’FY26: Volume momentum improving across segments; price escalations driven by ME war disruptions • The agrochemical sector is witnessing • Pharma market is maintaining its volume gradual volume recovery supported by growth with most players reporting demand normalization increase i
Slide 27: Several milestones in Q4FY26
Several milestones in Q4FY26, building strong pipeline and capabilities for future growth Business Customer Operations / ESG • Volume growth across Nutrition: • KAM: 100+ funnel, 3400Crs+ peak • Lean savings of 120+Crs delivered in Highest B3 volume sales in last 8 potential FY26 quarters; Volume gr
Slide 28: Financial Results Overview | Q4'FY26 Consolidated
Financial Results Overview | Q4’FY26 Consolidated Particulars1 Q4'FY25 Q3'FY26 Q4'FY26 Q-o-Q Y-o-Y FY25 FY26 Y-o-Y Total Revenue 1,051 1,051 1,179 12% 12% 4,178 4,388 5% Total EBITDA 155 136 172 26% 11% 557 607 9% EBITDA Margin (%) 15% 13% 15% 13% 14% PAT after Exceptional Items 74 47 86 84% 17% 251
Slide 29: Highest Revenue and Profit in last 12 quarters
Achieved Highest Revenue and Profit in last 12 quarters 35.0% 180 FY24 FY25 FY26 172 30.0% 160 155 153 148 146 25.0% 140 135 136 125 126 119 20.0% 120 104 101 14.8% 14.0% 14.7% 14.6% 15.0% 100 12.4% 12.9% 13.1% 12.9% 11.6% 10.8% 11.6% 9.4% 10.0% 80 5.0% 60 0.0% 40 Q1FY24 Q2FY24 Q3FY24 Q4FY24 Q1FY25
Slide 30: EBITDA trends: Margin growth across all three businesses
EBITDA trends: Margin growth achieved across all three businesses Specialty Chemicals Nutrition Chemical Intermediates EBITDA (INR Crs) EBITDA (INR Crs) EBITDA (INR Crs) Y.o.Y Growth 7% Y.o.Y Growth 9% Y.o.Y Growth 112% Q.o.Q Growth 20% Q.o.Q Growth 42% Q.o.Q Growth 45% 139 129 32 116 29 23 22 27% 2
Slide 31: Business Segments Overview
Business Segments Overview 22
Slide 32: Specialty Chemicals | Market, Business & Financial Highlights
Specialty Chemicals | Market, Business & Financial Highlights FINANCIAL HIGHLIGHTS Particulars1 Q4'FY25 Q3'FY26 Q4'FY26 Q-o-Q Y-o-Y FY25 FY26 Y-o-Y • Segment revenue improved, driven by volume recovery across segments, Segment Revenue 487 458 516 13% 6% 1,818.0 1,937 7% with Fine and Agro Chemicals
Slide 33: Nutrition & Health Solutions | Highlights
Nutrition & Health Solutions | Market, Business & Financial Highlights FINANCIAL HIGHLIGHTS • Revenue growth driven by strong 1 Q4'FY25 Q3'FY26 Q4'FY26 Q-o-Q Y-o-Y FY25 FY26 Y-o-Y double-digit volume expansion both Particulars QoQ & YoY, led by Niacinamide Segment Revenue 190 201 230 15% 21% 747 790
Slide 34: Chemical Intermediates | Highlights
Chemical Intermediates | Market, Business & Financial Highlights FINANCIAL HIGHLIGHTS • Revenue increased on both QoQ and Particulars1 Q4'FY25 Q3'FY26 Q4'FY26 Q-o-Q Y-o-Y FY25 FY26 Y-o-Y YoY basis, driven by overall volume Segment Revenue 375 393 433 10% 15% 1,612 1,662 3% growth and improved realiz
Slide 35: Annexures
Ww JUBHANT INGREVIA Annexures 26
Slide 36: Annexure I - Income Statement Consolidated
Annexure I - Income Statement | Consolidated – Q4’FY26 1 Particulars Q4'FY25 Q3'FY26 Q4'FY26 QoQ YoY FY25 FY26 YoY Revenue from operations a) Sales/Income from operations 1038 1040 1166 12% 12% 4124 4345 5% b) Other operating income 13 11 13 12% -4% 54 43 -20% Total revenue from operations 1051 1051
Slide 37: Annexure II: Income Statement Segmental
Annexure II: Income Statement Segmental – Q4’FY26 Particulars1 Q4'FY25 Q3'FY26 Q4'FY26 QoQ (%) YoY (%) FY25 FY26 YoY (%) Revenue Speciality Chemicals 487 458 516 13% 6% 1,818 1,937 7% Nutrition & Health Solutions 190 201 230 15% 21% 747 790 6% Chemical Intermediates 375 393 433 10% 15% 1,612 1,662 3
Slide 38: Annexure III: Debt Position
Annexure III: Debt Position| As on 31st March 2026 Particulars1 31-Mar-25 31-Dec-25 31-Mar-26 Long Term Borrowings 453 452 446 Short Term Borrowings 303 268 332 Total Gross Debt 756 720 777 Cash & Equivalent 98 177 190 Total Net Debt 658 543 587 YoY change -11% • Capex cash outflow for the quarter s
Slide 39: Annexure III - Conference Call Details
Annexure III - Conference Call Details Date : May 26th, 2026 Diamond Pass Log-In Time : 05:00 pm IST 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, passc
Slide 40: Thank you for your time
For More Information Jubilant Ingrevia Limited is a leading player in Specialty Chemicals & CDMO globally, serving Pharmaceutical, Nutrition, Agrochemical, Consumer, Semiconductor and Industrial For Investors: customers. It offers customised solutions that are innovative, cost-effective and conform