BSECompany Update4d ago · 5 Nov 2026, 06:05 pm

Please find attached Investor Presentation.

Jubilant Agri and Consumer Products Ltd · 544355

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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 [Showing first 8,000 characters — download PDF for full document]