Investor Presentation

July 22, 2026 BSE Limited National Stock Exchange of India Limited Floor 25, P.J. Tower Exchange Plaza Dalal Street, Fort Bandra Kurla Complex Mumbai - 400 001 Bandra (E), Mumbai - 400 051 Scrip Code: 543271 Trading Symbol: JUBLINGREA Sub: Press Release and presentation on the financials and operational performance of the Company for the quarter ended June 30, 2026 Ref.: Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/Madam, In continuation of our letter dated July 13, 2026, regarding the Investors Conference Call scheduled to be held on Thursday, July 23, 2026, please find enclosed the Press Release and presentation that was discussed during the meeting. The above details will also be available on the website of the Company at www.jubilantingrevia.com. We request you to take the same on record. Thanking you, Yours faithfully, For Jubilant Ingrevia Limited Deepanjali Gulati Company Secretary & Compliance Officer Encl.: as above Jubilant Ingrevia Limited 1A, Sector 16A, Noida – 201301, India Tel.: +91 120 4361000 www.jubilantingrevia.com PRESS RELEASE Noida, Wednesday, July 22nd, 2026 JUBILANT INGREVIA LIMITED – Q1’FY27 RESULTS Particulars1 Q1'FY26 Q4'FY26 Q1'FY27 Q-o-Q Y-o-Y Total Revenue 1,038 1,179 1,300 10% 25% Total EBITDA 153 172 209 22% 36% EBITDA Margin (%) 15% 15% 16% PAT after Exceptional Items 75 86 106 22% 41% PAT Margin (%) 7% 7% 8% Basic and Diluted EPS (Rs.) 4.7 5.5 6.7 22% 41% 1. All figures are in Rs Crore unless otherwise stated The Board of Jubilant Ingrevia Limited met today to approve financial results for the quarter ended June 30th, 2026. Commenting on the Company’s performance, Mr. Shyam S Bhartia, Chairman and Mr. Hari S Bhartia, Co- Chairman, Jubilant Ingrevia Limited said: “We are pleased to report a strong start to FY2027, delivering healthy financial performance in the first quarter. Revenue grew by 25% YoY, while EBITDA increased by 37% YoY, reflecting the strength of our business model and disciplined execution across operations. Markets Update: Despite continued geopolitical uncertainties in the Middle East, demand across the chemical industry has remained resilient. Industry volumes have stayed stable, while pricing has shown a firming trend in recent weeks, driven by improving consumption dynamics across key customer segments. Pharmaceuticals continued to be a key growth driver for the Company, supported by strong volume growth and sustained demand across markets. We witnessed stable momentum in the Agrochemicals during the quarter, with demand trends showing encouraging signs of recovery across key segments. Healthy export visibility and improving market dynamics have supported recent price increases. The Nutrition and Personal Care market witnessed healthy growth during the quarter, led by higher realizations for Niacinamide and Choline. At the same time, volumes remained resilient across end-use industries, underscoring stable market demand. We are also seeing a strong traction with customers in electronics/ semicon segment who are keen to partner with us for integrated opportunities. Future Outlook: We are encouraged by the progress of our Pinnacle journey, which is increasingly reflected in our performance through strong revenue and EBITDA growth and a stronger opportunity pipeline. Supported by sustained volume growth and firmer pricing, we remain confident of continuing our growth momentum. For FY2027, we expect growth to be led by Specialty Chemicals and Nutrition, alongside a recovery in Acetyls. We anticipate sequential improvement in revenue and EBITDA over the coming quarters. The new Multi-Purpose Plant remains on track for commissioning by the end of the current calendar year, further strengthening our CDMO and Fine Chemicals growth roadmap.” Commenting on the Company’s performance, Mr. Deepak Jain, Chief Executive Officer and Managing Director, Jubilant Ingrevia Limited said: “During the quarter, we continued to advance our strategic priorities while effectively navigating global challenges. Despite disruptions in the Middle East affecting global supply chains and pricing dynamics, our diversified sourcing capabilities, customer relationships and operational agility enabled strong business performance and effective cost pass-through. The strength of our agile operations and execution capabilities during this challenging period is clearly reflected in our strong Q1 performance. Let me share the overall Business update for Q1’FY27: 1) Q1 marked a strong start to the year, with revenue reaching a 15-quarter high of ₹1,300 crore, up 25% YoY, driven by healthy volume growth and improved realizations. EBITDA increased to ₹209 crore, growing 36% YoY and 22% sequentially, while PAT stood at ₹106 crore, up 41% YoY and 22% QoQ. 2) Our Speciality Chemical Business, delivered revenue of ₹533 crore, up 11% year-on-year and 3% sequentially, supported by steady business volumes and robust growth in Fine Chemicals and CDMO. a) Speciality Chemical Business EBITDA stood at ₹139 crore, with margins of 26%, benefiting from improved pricing and a richer product mix led by value-added CDMO and Fine Chemicals offerings. b) Our Pyridine & Picolines business delivered steady volumes during the quarter. Despite some pricing pressure in Pyridine, cost optimization initiatives helped sustain a healthy performance. c) Our Fine Chemicals business delivered strong momentum during the quarter. Pyridine and Diketene Derivatives recorded healthy volume growth with improved pricing. In Cosmetics, we now have over 20 products under development and are seeing increasing traction across key personal care segments. In Industrials, we continued to strengthen volumes with existing customers while expanding our new customer pipeline. d) Our CDMO business continued to gain momentum during the quarter. The Agro segment benefited from the roll Out of big Innovator CDMO volumes, while Pharma saw strong customer traction and a more than threefold expansion in the pipeline following our US and Europe roadshows. In Semiconductors, we are building a dedicated R&D and clean room facility at Greater Noida and are seeing encouraging growth in our opportunity funnel. e) Our CDMO/Fine Chemicals pipeline continued to show good momentum, we have a funnel of 100+ molecules with ₹3500+ cr peak revenue potential, with now 25+ confirmed molecules which will drive our growth in coming years. We added 5 new molecules in the last quarter across pharma, semicon and personal care segments. 3) The Nutrition segment continued its strong momentum, with revenue growing to ₹243 crore, up 36% YoY and 6% QoQ. We achieved the highest EBITDA in the segment over the last three years at ₹36 crore, reflecting a 45% YoY and 12% sequential increase, while margins improved to 15%. a) In Human Nutrition, Niacinamide volumes grew steadily, supported by strong pricing across food and cosmetics applications. Choline Chloride and CBT pricing also improved on the back of strong customer engagement across key global markets. In Premixes, we strengthened our presence with Tier-1 customers in India following the successful integration of Remidex. b) Our Animal Nutrition business delivered a strong performance, supported by significant pricing improvements. Vitamin B3 volumes remained stable, while pricing improved substantially on both a YoY and QoQ basis. In Choline, we maintained our domestic market position and continued to witness healthy demand from Europe, alongside improved customer realizations. The Premixes business also performed well, with volume growth and a favourable product mix driving margin expansion. 4) Chemical intermediates business saw a strong rebound in Q1 on the back of robust demand and price escalations. a) Revenue in the segment grew to ₹524 crore, up 38% YoY and 21% QoQ, driven by strong volume growth and improved realizations, supported by higher input cost pass-through b) E [Showing first 8,000 characters — download PDF for full document]