Jubilant Ingrevia earnings calls.

Jubilant Ingrevia delivered its highest quarterly revenue in 10 quarters at Rs 1,121Current reported value: 1,121. No comparable prior figure is available in the source record. crore (+7Current reported value: 7. No comparable prior figure is available in the source record.% YoY), driven by robust 18%Current 18%. Reported change: +18pp YoY. volume growth despite pricing headwinds. PAT surged 18% to Rs 70 crore on margin expansion in Specialty Chemicals, where EBITDA grew 50% YoY to Rs 125 crCurrent 125 cr. Reported change: +50% YoY.ore with 26% margins. The company added 10+ new CDMO molecules in the last three quarters with peak revenue potential of Rs 1,200 crore, including the large $300 million (~$500 crore annual) agro innovator contract starting Q4 FY26. Nutrition segment faced temporary pricing pressure with margins at 12Current reported value: 12. No comparable prior figure is available in the source record.-14%, but the new cGMP plant ramp-up and EU anti-dumping duties on Chinese choline chloride create recovery visibility toward 16-18% margins. Capex of Rs 109 crore YTD toward the $300 million agro plant and new MPP in Gajraula positions the company for accelerated growth. Rs 3,500 croreCurrent Rs 3,500 crore. Reported change: +43% vs Q1 (from 70 to 100+). peak opportunity funnel and 100+ active CDMO opportunitiesCurrent reported value: 100+ active CDMO opportunities. No comparable prior figure is available in the source record. underpin confidence in sustaining growth trajectory. Key risks include nutrition pricing volatility and tariff-related uncertainty causing deal delays.