Jubilant Ingrevia Limited (NSE: JUBLINGREA), a leading player in the specialty chemicals sector, has announced its financial results for the second quarter of fiscal year 2026, showcasing strong performance across its business segments.

Financial Highlights

The company reported an 8% year-over-year increase in EBITDA and an impressive 18% growth in Profit After Tax for Q2FY26. Here's a snapshot of the key financial metrics:

On a half-yearly basis, the company's performance was even more striking, with EBITDA growing by 18% and Profit After Tax surging by 34% compared to H1FY25.

Segment-wise Performance

Specialty Chemicals

The Specialty Chemicals segment continued to be the primary growth driver, reporting a 12% year-over-year revenue increase to Rs 485.00 crore. This segment maintained robust EBITDA margins of over 25%, driven by strong performance in Fine Chemicals and CDMO sales.

Nutrition & Health Solutions

Despite pricing pressures, the Nutrition & Health Solutions segment saw steady volume growth across core products. The segment reported revenue of Rs 181.00 crore, with an EBITDA margin of 11.60%.

Chemical Intermediates

The Chemical Intermediates segment showed significant improvement, with revenue growing 6% year-over-year to Rs 455.00 crore. This segment achieved its highest quarterly sales in terms of both value and volumes over the last six quarters.

Operational Highlights

• Successfully delivered volumes against a new Agro CDMO innovator contract in Q2.
• Added over 10 new molecules to the CDMO/Fine chemicals portfolio in the last year, expected to contribute over Rs 1,200.00 crore in peak annual revenues in coming years.
• Achieved the highest B3 volume sales in the last six quarters in the Nutrition segment.
• Expanded market share in both domestic and European markets for key Chemical Intermediate products.

Future Outlook

Looking ahead to H2FY26, Jubilant Ingrevia expects continued growth momentum, particularly in its Specialty Chemicals and Nutrition businesses. The company is on track to start serving a major CDMO order in early 2026, which is anticipated to significantly accelerate growth in the CDMO segment.

Mr. Shyam S Bhartia, Chairman, and Mr. Hari S Bhartia, Co-Chairman, commented, "Despite challenging market conditions, we have grown revenues on the back of growth in volume-market-share and maintained profitability. Our strategic initiatives and focus on cost efficiency have enabled us to navigate through competitive pressures and maintain our market leadership in key segments."

The company's ongoing investments in capacity expansion, including the groundbreaking of a new Multi-Purpose Plant (MPP) in Gajraula, underscore its commitment to long-term growth and meeting increased demand in the CDMO sector.

With a strong pipeline of opportunities and a focus on innovation, Jubilant Ingrevia appears well-positioned to capitalize on the recovering global chemical industry landscape and drive sustainable growth in the coming quarters.

About Jubilant Ingrevia Limited

Jubilant Ingrevia Limited is a global leader in Specialty Chemicals, serving Pharmaceutical, Nutrition, Agrochemical, Consumer, and Industrial customers. With over 40 years of experience in the chemicals industry, the company offers a diverse portfolio of more than 130 products and customized solutions. Jubilant Ingrevia operates 50 plants across 5 manufacturing facilities in India and employs over 2,300 people, including 150 scientists across its three R&D centers.

Jubilant Ingrevia , a leading specialty chemicals company, has reported a robust performance for the second quarter of fiscal year 2026, with significant growth across key financial metrics and an expanding pipeline in its Contract Development and Manufacturing Organization (CDMO) business.

Financial Highlights

The company achieved its highest quarterly revenue in 10 quarters, reaching INR 1,121.00 crore, representing a 7% year-on-year growth. This growth was primarily driven by an impressive 18% volume expansion across its business segments. The financial results also showed:

• EBITDA growth of 8% year-on-year to INR 146.00 crore
• 18% increase in profit after tax to INR 70.00 crore
• Specialty Chemicals segment delivered 12% revenue growth with 26% EBITDA margins

Segment Performance

CDMO and Fine Chemicals Growth

Jubilant Ingrevia has made significant strides in its CDMO and Fine Chemicals business:

• Added over 10 new molecules with INR 1,200.00 crore peak annual revenue potential
• Expanded opportunity funnel to over 100 active opportunities worth INR 3,500.00 crore potential revenue
• Secured a major CDMO contract worth $300.00 million over 5 years, set to begin in early 2026

Sustainability Initiatives

The company has made progress in its sustainability efforts:

• Commissioned renewable power at Bharuch, bringing total renewable share to 28% of power requirements
• Achieved a 16% reduction in energy costs

Future Outlook

Deepak Jain, CEO and Managing Director of Jubilant Ingrevia, expressed optimism about the company's future, stating, "We expect continued growth momentum, fueled by progress in our Specialty Chemicals and Nutrition businesses, along with the expected part recovery in Acetyl portfolio."

The company is also investing in new areas such as semi-conductor chemicals, with plans for a state-of-the-art R&D facility in Greater Noida.

Jubilant Ingrevia's strong performance and expanding pipeline in high-value segments position it well for sustained growth in the coming quarters. The company's focus on CDMO, specialty chemicals, and sustainability initiatives are expected to drive long-term value creation for shareholders.