Jubilant Ingrevia · tone and specificity signals across the available quarters.
Language signals
In the last three quarters, we have added 10 plus new molecules in our CDMO and fine chemical portfolio which have already started to show in our FY26 revenues and are expected to contribute almost 1,200 crore of peak annual revenues in coming years.
The overall market as per our estimates is running into at least 30 to 40,000 tons [cholin chloride] and we are hopeful that as our product gets qualified in coming months and quarters we will be able to capture a meaningful portion of that.
Only 2% of our business falls in areas where duties have been imposed and there also we are far more competitive than Chinese if you take into account all the duties which have been put on the Chinese suppliers. So in short on that business we have seen zero impact so far.
We have grown more than double digit in volume and mix for the specialty. Yeah. And the pricing has gone back in the high single digits. That's why our specialty has grown on a year-to-date basis.
The hope is as soon as the pricing starts to come back you will see a meaningful jump in the absolute margins as well while we still maintain the percentage at least at 25% like we have done in the last five or six quarters.
FY27 is like a pivotal year in which a lot of that capacity we are hoping to fill on the back of both confirmed orders which we have announced as part of our pipeline but also some of the new areas that we are working on.
We are pleased to report a healthy performance in Q4 and FY26. We had the highest quarterly revenue and EBITDA in Q4 FY26 when compared with last 14 quarters with healthy double-digit growth in both top line and bottom line.
FY27 is the pivotal year in this journey where we are hoping to accelerate our growth starting with Q1 FY27 itself. We have made significant progress across all pillars of the journey leading to the creation of a strong foundation for future growth.
The challenge in giving quarterly growth rates is because one contract moving up and down by a few weeks can make things look very staggered. But we will stick to our overall guidance of achieving at least 20% growth in EBITDA through the year.