Jubilant Agri & Consumer Products published its unaudited consolidated and standalone financial results for the quarter ended June 30, 2026, on August 12, 2026. The disclosure provides investors with access to the company's latest financial performance data through stock exchange websites and the company’s official portal, ensuring transparency in compliance with regulatory norms.

The results were approved by the Board of Directors during their meeting held on August 11, 2026, after being reviewed by the Audit Committee. The publication was made in accordance with Regulation 33 read with Regulation 47(1) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Copies of the newspaper publications in MINT (English-All India Editions) and Hindustan (Hindi-Moradabad Edition), dated August 12, 2026, were submitted to the exchanges, containing Quick Response Codes and web links to the complete financial statements.

Regulatory Compliance and Disclosure

The company submitted copies of the newspaper advertisements to both the National Stock Exchange of India Limited and BSE Limited. The filings confirm that the financial results are accessible to investors via the company’s website at https://www.jacpl.co.in/Uploads/image/Quarter%20ended%20June%202026.pdf as well as the official exchange websites www.nseindia.com and www.bseindia.com .

Mohandeep Singh, CEO and Whole Time Director, signed the intimation on behalf of the Board of Directors. The submission serves as a formal record of the company’s adherence to listing obligations, ensuring that all stakeholders have timely access to the unaudited financial outcomes for Q1FY26.

Jubilant Agri & Consumer Products reported an 18% year-on-year increase in consolidated revenue from operations to ₹5.2B for Q1 FY27 (quarter ended June 30, 2026). The growth was primarily fueled by its Performance Polymers & Chemicals segment, which saw revenues jump 27% to ₹3,815 crore. This expansion underscores the company's strategy of deepening distribution and launching new products, particularly in adhesives and waterproofing solutions, although overall profitability faced headwinds from rising input costs.

The company's Board of Directors approved the unaudited standalone and consolidated financial results during a meeting held on August 11, 2026. While domestic demand remained resilient, export volumes were impacted by geopolitical disruptions and logistics challenges in key international markets. Management noted that proactive pricing actions helped mitigate some of the inflationary pressures, though EBITDA margins contracted year-on-year to 13.03%.

Financial Performance

Consolidated net profit after tax (PAT) rose 5% to ₹461M in Q1 FY27, compared to ₹441M in the same period last year. Profit before tax (PBT) increased 6% to ₹616 crore. EBITDA grew to ₹680M versus ₹621M in the prior year period. Total expenses rose 20% to ₹4,552 crore, outpacing revenue growth and contributing to margin compression. Finance costs increased 28% to ₹23 crore, while other income rose 33% to ₹8 crore.

Segment Analysis

The Performance Polymers & Chemicals segment, contributing 73% of total business, delivered robust growth with EBIT rising 20% to ₹654 crore. Within this vertical, the Adhesives business recorded a 19% revenue increase to ₹1,471 crore and a significant 40% jump in EBIT to ₹187 crore, driven by volume gains and market outperformance. Conversely, the Agri Products segment saw a slight 1% decline in net sales to ₹1,417 crore and a 52% drop in EBIT to ₹64 crore, attributed to weak and uneven monsoons affecting demand.

Margin Dynamics

A notable divergence exists between top-line growth and margin performance. While revenue expanded by 18%, the EBITDA margin fell from 14.05% to 13.03% year-on-year. This compression is largely driven by the Agri Products segment, where input costs for key raw materials surged due to geopolitical disruptions. Although the high-margin Polymers segment offset some of this drag with strong operational leverage, the overall balance sheet reflects heightened working capital deployment, particularly in inventory and trade receivables, which stood at ₹4,088 crore at the end of FY26. The company remains debt-light, with a net debt-to-equity ratio of 0.06x as of FY26.

Strategic Updates

Jubilant Agri & Consumer Products has sanctioned ₹50 crore in brownfield capital expenditure to add 30,000 MTPA of capacity at its Vadodara facility. Phase-1, focused on adhesives, began commercial production in Q1 FY27. Phase-2, introducing SBR Latex for the construction chemicals market, is targeted for completion by the end of Q3 FY27. This expansion aims to de-risk operations through pilot-proven technology and tap into high-growth end markets beyond traditional adhesives.

Additionally, the company received approval from the Allahabad Bench of the National Company Law Tribunal (NCLT) on July 08, 2026, to convene meetings of shareholders and unsecured creditors on September 05, 2026. These meetings are part of the Scheme of Arrangement for the demerger of the Agri Division into Jubilant Agri Solutions Limited. The scheme proposes a 1:1 share exchange ratio for equity shareholders.