Jubilant Ingrevia Limited , a leading player in the specialty chemicals sector, is positioning itself for growth as it anticipates a partial recovery in its Acetyls portfolio and prepares for a significant Contract Development and Manufacturing Organization (CDMO) order.

Acetyls Portfolio Recovery

The company's Co-Chairman expects a partial recovery in Jubilant Ingrevia's Acetyls portfolio during the second half of FY26. This anticipated upturn could potentially boost the company's performance in the chemical intermediates segment, which has faced challenges in recent quarters.

Major CDMO Order on the Horizon

Jubilant Ingrevia is preparing to commence a major CDMO order in early 2026. This order is expected to be a key driver for the company's growth trajectory in the CDMO segment.

Q2 FY26 Financial Performance

The company's financial results for the second quarter of FY26 reflect resilience amidst challenging market conditions:

Segment Performance

Specialty Chemicals

• Revenue: ₹485 crore (12% YoY growth)
• EBITDA Margin: 25.80%
• Driven by strong performance in Fine Chemicals and CDMO sales

Nutrition & Health Solutions

• Revenue: ₹181 crore (1% YoY decline)
• EBITDA Margin: 11.60%
• Volume growth offset by pricing pressures

Chemical Intermediates

• Revenue: ₹455 crore (6% YoY growth)
• EBITDA Margin: 4.30%
• Highest quarterly sales volumes in six quarters

Strategic Initiatives and Outlook

• The company has added over 10 new molecules to its CDMO/Fine chemicals portfolio in recent quarters, with an expected peak annual revenue contribution of ₹1,200 crore+.
• Jubilant Ingrevia is witnessing increased traction in new growth segments such as cosmetics and semiconductor chemicals.
• A new multipurpose plant at Gajraula is under construction to meet increased CDMO demand.
• The company plans to establish a state-of-the-art Semiconductor R&D facility in Greater Noida.

Deepak Jain, CEO and Managing Director of Jubilant Ingrevia, commented, "Over the past year, we've made substantial strides across all pillars to set business for both long term and short term value creation. These efforts are already bearing fruit, as reflected in our recent quarterly results."

As Jubilant Ingrevia navigates through market challenges and prepares for future growth opportunities, investors and industry observers will be keenly watching the company's performance in the coming quarters, particularly the anticipated recovery in the Acetyls portfolio and the execution of the major CDMO order in early 2026.

Jubilant Ingrevia Limited , a leading manufacturer of specialty chemicals and nutritional products, has reported a strong financial performance for the second quarter of the fiscal year. The company's results showcase significant growth in key financial metrics, indicating resilience in a competitive market.

Financial Highlights

Jubilant Ingrevia demonstrated robust growth across all key financial parameters in Q2 FY2026. The company's consolidated net profit rose to 694.70 crore rupees, marking a substantial 17.7% increase from 590.00 crore rupees in the same quarter of the previous year. This impressive bottom-line growth outpaced the top-line expansion, indicating improved operational efficiency.

Revenue for the quarter increased to 1,121.00 crore rupees, up 7.3% from 1,045.00 crore rupees year-over-year. This growth suggests strong demand for the company's products and effective market strategies.

The company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) grew to 135.00 crore rupees from 124.00 crore rupees in the corresponding period last year, representing an 8.9% increase. This growth in EBITDA outpaced revenue growth, pointing to enhanced operational performance and cost management.

Notably, the EBITDA margin improved to 12.09% from 11.92% in the same quarter last year, an increase of 17 basis points. This margin expansion indicates the company's ability to manage costs effectively while growing its revenue.

Corporate Governance and Employee Incentives

In a separate announcement, Jubilant Ingrevia's Board of Directors approved the grant of 1,23,704 Stock Options / Restricted Stock Units (RSUs) to eligible employees under the Jubilant Ingrevia Employees Stock Option Plan 2021. This move aligns with the company's strategy to retain talent and incentivize performance.

The stock options and RSUs are structured as follows:

• 47,694 RSUs with an exercise price of Re. 1 each
• 76,010 Stock Options with an exercise price of Rs. 677.70 each

This employee stock option plan demonstrates the company's commitment to aligning employee interests with those of shareholders and fostering a culture of ownership within the organization.

Jubilant Ingrevia's strong Q2 performance, coupled with its focus on employee incentives, positions the company well for continued growth and value creation in the specialty chemicals and nutritional products sector.