BSECompany Update4d ago · 5 Nov 2026, 06:05 pm
Please find attached Investor Presentation.
Jubilant Agri and Consumer Products Ltd · 544355
✦ AI Summary▲ PositiveResults
Jubilant Agri and Consumer Products Ltd has released an investor presentation for the quarter and half year ended September 30, 2026, showcasing a 33% growth in net sales and 30% growth in EBIT for the Performance Polymers and Chemicals segment. The company has also announced a brownfield expansion and capacity addition of 30,000 MTPA, with a proposed investment of INR 50 Cr. The presentation highlights the company's strong geographical presence, diversified product portfolio, and focus on innovation and expansion.
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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact8/10
Market Sentiment9/10
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Jubilant Agri and Consumer Products Ltd - 544355 - Investor Presentation For The Quarter And Half Year Ended September 30, 2026
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November 05, 2026
National Stock Exchange of India Limited BSE Limited
Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers,
Bandra Kurla Complex, Dalal Street,
Bandra (E), Mumbai – 400051 Mumbai – 400001
Symbol: JUBLCPL Scrip Code: 544355
Dear Sir/Madam,
Sub: Investor Presentation on the Un-audited Standalone and Consolidated
Financial Results of the Company for Quarter and Half Year ended September 30,
2026.
Please find enclosed the Investor Presentation on the Un-audited Standalone and
Consolidated Financial Results of the Company for Quarter and Half Year ended
September 30, 2026.
The aforesaid presentation is also being made available on the website of the
Company at www.jacpl.co.in
This is for your information and records.
Thanking you,
For and on behalf of
Jubilant Agri and Consumer Products Limited
Hariom Pandey
Company Secretary
Encl.: a/a
EARNINGS PRESENTATION Q2/FY27
SNAPSHOT
Consumer Products
One of the leading
consumer brands in Adhesives market and
a reputed player in the Wood Finishes
market
OVERVIEW
• Jubilant Bhartia group company
• Wide Product Range –B2C & B2B
• Experience and capabilities built over 2 decades
• Focus to grow Consumer Products Business and product Food Polymers Latex
portfolio expansion through new product launches
No.1 No. 1
in India and No. 2 player in India and globally (excl.
globally for SPVA in solid China) for Vinyl Pyridine
form for chewing gum base Latex for automobile Tyres
and conveyor belt
OPERATIONS
Emerging player in SBR
• 8manufacturing facilities across India latex for construction
segment
• Pan India Distribution Network
• Marquee Client profile
• Strong inhouse R&D with high focus on innovation Agri-Products
No.1
for Single Super Phosphate (SSP) in
Uttar Pradesh, with presence in Agri-
nutrients and bulk fertilizers
FINANCIALS
Performance Polymers & Chemicals Agri Products
4-year CAGR FY26
(69%) (31%)
• Revenues: ~13% • ROCE -37%
• EBITDA: ~18% • D/E: 0.06
Industrial Polymers Adhesives
P&K Fertilisers Agri Nutrients
Food polymers Consumer products
Latex
ROCE: calculate excluding exceptional items
GEOGRAPHICAL PRESENCE
Strong diversified pan India presence along with exports in key markets
Sweden Headquarters
Russia
Gurgaon, HRY
Belgium Czech Republic
France Serbia
Germany Turkmenistan C
USA Turkey
Spain Israel China Korea B D
Luxemburg Nepal
EGYPT UAE
Mexico INDIA
Middle East
Thailand Vietnam
Colombia
Brazil
Plant Locations
A-Samlaya
B-Kapasan
Geographical Revenue Breakup* C-Sahibabad
D-Gajraula
Consumer Products
Distributors: ~ 1,500
Retailers: ~ 32,000
Domestic Export
*FY26
MANUFACTURING PLANTS
Gajraula, Uttar Sahibabad, Uttar Samlya, Vadodara, Kapasan, Chittorgarh,
Pradesh Pradesh Gujarat Rajasthan
SSP, SPVA, Adhesive and
Wood Finishes Adhesives Latex SSP
TOTAL CAPACITY
Polymers and Chemicals: 99,500 MTPA
Single Super Phosphate: 400,000 MTPA
BROWNFIELD EXPANSION & CAPACITY ADDITION
30,000 MTPA
INR 50 Cr
Proposed capacity addition
Brownfield capexsanctioned
STRATEGIC RATIONALE COMMISSIONING TIMELINE
New category entry SBR Latex targets construction chemicals —a
high-growth end market beyond the existing adhesives base. ✓ →
Phase-1 Phase-2
De-risked by pilot Management confidence is backed by a successful Adhesives SBR Latex
pilot program run the previous year. Commercial production started To be completed by mid in the
Q4-FY27
Q1 FY27
Manufacturing leverage Expansion is brownfield at Vadodara, adding
capacity without greenfield land or approval lead-time.
Net effect: full run-rate adds 30,000 MTPA of combined capacity and opens a new, high-growth construction-chemicals revenue line.
BUSINESS PERFORMANCE
PERFORMANCE POLYMERS & CHEMICALS
SEGMENT REVENUE (INR MN)
11,988
11,042
Performance polymer& chemicals business vertical product portfolio includes
9,577
Consumer products, Food Polymers, Acid and Latex.
3,815 3,853
Consumer Products
Adhesives
Wood Finishes
FY24 FY25 FY26 Q1 FY27 Q2 FY27
SEGMENT EBIT (INR MN)
1,650 1,663
Latex
1,347
Food Polymers
VP Latex
Solid Poly Vinyl Acetate
SBR Latex
(SPVA)
NBR Latex 654
FY24 FY25 FY26 Q1 FY27 Q2 FY27
PERFORMANCE POLYMERS & CHEMICALS: Q2/FY27
FINANCIAL HIGHLIGHTS
(INR MN)
PERFORMANCE POLYMERS & CHEMICALS NET SALES EBIT *
Q2 FY27 3,853 262
Q2 FY26 2,897 388
GROWTH 33% (33%)
PERFORMANCE POLYMERS & CHEMICALS NET SALES EBIT *
H1 FY27 7,668 915
H1 FY26 5,892 932
GROWTH 30% (2%)
* EBIT as per Segment
Including Adhesives
PERFORMANCE POLYMERS & CHEMICALS Q2-FY27
OPERATIONAL HIGHLIGHTS
Key Highlights
• Domestic demand remained healthy
• Gained market share in SBR Latex segment in key accounts
• Export volumes impacted by geopolitical disruptions and logistics challenges in key international markets.
• Continued spend in marketing initiatives and increase in input costs impacted the gross margins
Outlook
• Raw Material cost and supply chain disruption may continue to impact gross margin in the short term.
• Export demand may continue to face near-term volatility amid ongoing geopolitical tensions and logistics-related disruptions in key international
markets.
• Pricing actions in Q2 and Q3 are expected to progressively flow through from Q3 onwards due to lag effect this should lead to improving gross margins
• Going forward, supported by pricing actions, productivity improvement initiatives, and stabilizing input costs, Performance Polymers & Chemicals
business is expected to continue growth momentum.
• New capacity for new SBR Latex to be completed in mid of Q4-FY27.
ADHESIVES
REVENUE (INR MN)
5,015
4,316
3,512
1,471 1,532
FY24 FY25 FY26 Q1 FY27 Q2 FY27
EBIT (INR MN)
FY24 FY25 FY26 Q1 FY27 Q2 FY27
* EBIT as per Segment
1100
ADHESIVES: Q2/FY27 FINANCIAL HIGHLIGHTS
(INR MN)
ADHESIVES NET SALES EBIT *
Q2 FY27 1,532 122
Q2 FY26 1,279 112
GROWTH 20% 9%
ADHESIVES NET SALES EBIT *
H1 FY27 3,004 310
H1 FY26 2,519 246
GROWTH 19% 26%
* EBIT as per Segment
1111
ADHESIVES Q2-FY27 OPERATIONAL HIGHLIGHTS
Key Highlights
• Delivered healthy revenue growth led by strong domestic demand and continued market share gains across key adhesive categories.
• Strengthened market position through focused demand generation initiatives, deeper contractor engagement, enhanced distribution reach, and
improved channel penetration.
• Successfully navigated raw material inflation through timely price increase.
• Continued to drive operational efficiencies through strategic sourcing, supply chain optimization, and productivity improvement initiatives.
• The new Savli, Gujarat plant has stabilized well, unlocking operating leverage, improving operational efficiency, enhancing service levels, and increasing
customer satisfaction through closer proximity to key markets.
Outlook
• Q3 demand outlook remains stable; weak monsoon may impact rural demand, while urban demand is expected to stay robust.
• Geopolitical uncertainties and supply chain disruption may impact input cost.
• Calibrated price increase and effective cost management should ease out margins pressure in the coming quarters
• Continued focus on innovation and introduction of new products will help meet consumer expectations and gain market share
1122
ADHESIVES : Product Range
1133
AGRI PRODUCTS
SEGMENT REVENUE (INR MN)
6,923
Agri business offers a range of
products in Crop Nutrition, Crop
Growth Regulator and Crop
4,568
Protection.
2,956
2068
1417
No.1 for Single Products sold
Super Phosphate under the
(SSP) in Uttar umbrella brand
Pradesh. ‘Ramban’. FY24 FY25 FY26 Q1 FY27 Q2 FY27
SEGMENT EBIT (INR MN)
Entered 8 new 2 Manufacturing
states in last 2 years locations
FY24 FY25 FY26 Q1 FY27 Q2 FY27
(57)
(194)
AGRI PRODUCTS INCLUDES AGRI NUTRIENTS
1144
AGRI PRODUCTS: Q2/FY27 FINANCIAL HIGHLIGHTS
(INR MN)
AGRI PRODUCTS NET SALES EBIT *
Q2 FY27 2,068 36
Q2 FY26 2,232 289
GROWTH (7%) (87%)
AGRI PRODUCTS NET SALES EBIT *
H1 FY27 3,485 101
H1 FY26 3,657 424
GROWTH (5%) (76%)
* EBIT as per Segment
1155
AGRI PRODUCTS Q2-FY27 OPERATIONAL HIGHLIGHTS
Key Highlights
• El-Ninoconditionduringtheyearhassignificantly impactedagricultural env
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