Jubilant Ingrevia Limited filed its Business Responsibility and Sustainability Report (BRSR) for FY26 with the Bombay Stock Exchange and National Stock Exchange on August 1, 2026. The submission, mandated under Regulation 34(2)(f) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, provides stakeholders with a comprehensive overview of the company’s environmental, social, and governance (ESG) performance. For investors and analysts, the report serves as a critical benchmark for assessing operational resilience, regulatory compliance, and long-term sustainability strategies within the specialty chemicals sector.

The filing covers consolidated operations, including Indian subsidiaries but excluding foreign subsidiaries and associates. As of the end of FY26, Jubilant Ingrevia reported a turnover of ₹43,880.65 million and a net worth of ₹31,262.17 million. The company operates six manufacturing plants and eight offices in India, serving customers across 25 states domestically and 62 countries internationally. Exports accounted for 44.32% of total turnover. The workforce comprises 1,951 permanent employees and 1,478 workers, with women representing 7.2% of the total employee base.

Safety and Human Capital

Safety remains a core priority, with the company reporting zero fatalities and a Lost Time Injury Frequency Rate (LTIFR) of 0 for both employees and workers in FY26. No high-consequence work-related injuries were recorded. The company achieved 100% coverage for health insurance among permanent employees. Training initiatives reached 97% of employees on health and safety measures, while 49% received skill upgradation training. Union membership stood at 11.74% for permanent employees and 95.73% for permanent workers.

Environmental Performance

Jubilant Ingrevia reported a reduction in specific energy consumption to 16.78 GJ/MT, beating its target of 17.1 GJ/MT. Specific GHG emission intensity decreased to 1.49 tCO2e/MT, surpassing the target of 1.51 tCO2e/MT. Water intensity improved to 6.27 m3/MT against a target of 6.4 m3/MT. The company maintains Zero Liquid Discharge (ZLD) at three of its five manufacturing sites. Renewable energy now constitutes 25% of the power mix at key sites through a partnership with O2 Renewables.

Governance and Stakeholder Engagement

The company recorded no fines, penalties, or regulatory actions during FY26. Zero complaints were filed regarding conflict of interest or bribery. Customer complaints totaled 14, all resolved by year-end. The Board includes two women directors (16.67%), and one woman Key Managerial Personnel (20%). CSR initiatives, managed through the Jubilant Bhartia Foundation, focused on healthcare, education, and livelihoods, benefiting over 1.2 lakh individuals. The company adheres to ISO 14001, ISO 45001, and ISO 27001 standards across relevant operations.

Jubilant Ingrevia Limited reported a consolidated net profit of ₹106 crore for the quarter ended June 30, 2026, marking a 41% increase from ₹75 crore in the corresponding period of the previous year. Revenue from operations grew by 25% to ₹1,300 crore, reaching a 15-quarter high, supported by strong volume growth and improved realizations across its Specialty Chemicals and Nutrition segments. The company maintained its full-year EBITDA guidance at ₹750 crore to ₹800 crore, citing steady demand and stronger pricing as key drivers for sequential improvement through FY27.

Q1FY27 Financial Performance

Jubilant Ingrevia delivered broad-based growth during the quarter. EBITDA rose to ₹209 crore from ₹153 crore in the year-ago period, representing a 36% year-on-year increase and a 22% sequential improvement. The EBITDA margin expanded to 16% from 15% year-on-year. Management attributed the strong start to FY27 to disciplined execution, diversified sourcing capabilities that mitigated geopolitical disruptions in the Middle East, and effective cost pass-throughs.

Segment Highlights

The Specialty Chemicals business delivered revenue of ₹533 crore, up 11% year-on-year and 3% sequentially. This growth was driven by robust performance in Fine Chemicals and CDMO businesses, with EBITDA standing at ₹139 crore and margins at 26%. The CDMO pipeline has expanded to over 100 molecules with a peak revenue potential exceeding ₹3,500 crore, including 25 confirmed molecules. Five new molecules were added in the last quarter across pharma, semiconductors, and personal care.

The Nutrition & Health segment saw revenue grow to ₹243 crore, up 36% year-on-year. It achieved its highest EBITDA in three years at ₹36 crore, reflecting a 45% year-on-year increase. Niacinamide volumes grew steadily, supported by strong pricing in food and cosmetics applications. The new Niacinamide plant is currently operating at 50% capacity, with management targeting utilization of over 70% by year-end.

Chemical Intermediates experienced a strong rebound with revenue growing to ₹524 crore, up 38% year-on-year. EBITDA for this segment stood at ₹57 crore, up 240% year-on-year, driven by robust demand and price escalations linked to higher input costs.

Outlook and Guidance

Management expects revenue and EBITDA to improve sequentially in FY27. The company has kept its full-year EBITDA guidance unchanged at ₹750 crore to ₹800 crore. Specialty Chemicals and Nutrition projects are expected to collectively account for 70% to 80% of total EBITDA, while the Chemical Intermediates segment is anticipated to generate approximately ₹100 crore annually. The new multipurpose plant remains on track for commissioning by the end of the current calendar year.

Compliance and Investor Communication

The unaudited standalone and consolidated financial results were approved by the Board of Directors at a meeting held on July 22, 2026. Walker Chandiok & Co LLP, the statutory auditors, issued a limited review report confirming compliance with regulatory requirements. The transcript of the investor conference call held on July 23, 2026, was disclosed pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Deepanjali Gulati, Company Secretary & Compliance Officer, signed the disclosure letter dated July 27, 2026.