Jubilant Ingrevia has announced ambitious financial targets, setting its sights on sustained long-term growth with specific margin and capacity utilization goals. The specialty chemicals company has outlined a comprehensive strategy focused on profitability enhancement and operational efficiency over the coming years.

Financial Performance Targets

The company has established clear financial benchmarks for its growth trajectory. Jubilant Ingrevia aims to achieve long-term EBITDA growth of at least 20% over several years, demonstrating its commitment to sustained profitability improvement.

Specialty Chemicals Focus

The company's specialty chemicals segment remains a key focus area, with management aspiring to exceed 25% EBITDA margins in this division. This target reflects the company's strategic emphasis on high-margin specialty chemical products and its confidence in the segment's growth potential.

Operational Strategy

Jubilant Ingrevia plans to maintain consistent profitability with at least 25% margins on both year-over-year and quarter-over-quarter basis. This approach indicates the company's focus on sustainable margin maintenance rather than volatile performance swings.

Capacity Utilization Timeline

The management has identified FY2027 as a key milestone year for capacity utilization. This timeline suggests a structured approach to scaling operations and optimizing production capabilities over the medium term.

Strategic Outlook

The announced targets reflect Jubilant Ingrevia's strategic positioning in the specialty chemicals market. The company's focus on maintaining consistent high margins while pursuing substantial EBITDA growth demonstrates a balanced approach to expansion and profitability optimization.

Jubilant Ingrevia Limited has announced its Q3FY26 financial results presentation and investor conference call scheduled for February 05, 2026. The specialty chemicals and pharmaceutical intermediates company will discuss its quarterly financials and operational performance under Regulation 30 of SEBI Listing Obligations and Disclosure Requirements.

Q3FY26 Financial Performance Overview

The company's consolidated results for Q3FY26 demonstrate comprehensive margin compression across all business segments. While revenue remained relatively stable, both EBITDA and net profit experienced significant declines compared to the corresponding quarter of the previous year.

Segment-wise Performance Analysis

The company's three business segments showed mixed performance during Q3FY26, with pricing pressures affecting profitability across all divisions despite volume improvements in several areas.

Specialty Chemicals Segment

The Specialty Chemicals segment reported revenue of ₹458 crore compared to ₹468 crore in Q3FY25, representing a 2% decline. EBITDA for this segment decreased to ₹116 crore from ₹121 crore year-on-year, though it maintained a healthy margin of 25%. The segment continued to show strong volume growth in Pyridine & Derivatives portfolio but faced pricing pressures across core products.

Nutrition & Health Solutions Segment

Nutrition & Health Solutions achieved revenue growth of 6% year-on-year to ₹201 crore from ₹190 crore in Q3FY25. However, EBITDA declined to ₹23 crore from ₹25 crore, with margins compressing to 11% from 13%. The segment recorded its highest B3 vitamin volumes in the last seven quarters, though pricing remained under pressure due to global supply-demand imbalances.

Chemical Intermediates Segment

The Chemical Intermediates segment faced the most significant challenges, with revenue declining 2% to ₹393 crore from ₹400 crore year-on-year. EBITDA fell substantially to ₹15 crore from ₹22 crore, representing a 31% decrease. The segment maintained market share and achieved volume growth but was severely impacted by pricing pressures across key products.

Company Outlook and Growth Expectations

Jubilant Ingrevia expects continued growth momentum in Q4 FY2026, driven primarily by the Specialty Chemicals and Nutrition segments. The company anticipates a partial recovery in the Acetyls sector, which should contribute to improved overall performance. Management projects that full year FY2026 EBITDA will exceed the 8% increase already achieved in the first nine months of the fiscal year.

Nine-Month Performance and Dividend Declaration

For the nine-month period of FY26, the company demonstrated resilience with revenue growing 3% to ₹3,210 crore and EBITDA increasing 8% to ₹436 crore. Net profit for the nine-month period grew 8% to ₹191 crore, indicating stronger performance in earlier quarters. The company has recommended an interim dividend of 250%, translating to ₹2.50 per equity share, reflecting confidence in its long-term prospects despite current quarter challenges.

Investor Conference Call Details

The company has scheduled an investor conference call to discuss Q3FY26 results on February 05, 2026 at 05:00 PM IST. The presentation materials and press release will be made available on the company's website at www.jubilantingrevia.com .