Updates

August 11, 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 Unaudited Standalone and Consolidated Financial Results of the Company for quarter ended June 30, 2026. Please find enclosed the Investor Presentation on the Unaudited Standalone and Consolidated Financial Results of the Company for quarter ended June 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 Q1/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 (73%) (27%) • Revenues: ~13% • ROCE -37% • EBITDA: ~18% • D/E: 0.06 Industrial Polymers Adhesives P&K Fertilisers Agri Nutrients Food polymers Consumer products SSP Latex ROCE: calculate excluding exceptional items 22 GEOGRAPHICAL PRESENCE Strong diversified pan India presence along with exports in key markets Sweden Headquarters Russia Gurgaon, HRY Belgium Czech Republic GermFr aa nn yce Serbia 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 C-Sahibabad Breakup* D-Gajraula Consumer Products Distributors: ~ 1,450 Retailers: ~ 31,000 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: 80,000 MTPA Single Super Phosphate: 400,000 MTPA BROWNFIELD EXPANSION & CAPACITY ADDITION 30,000 ₹50 Cr Brownfield capex MTPA sanctioned Proposed capacity addition 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 Adhesives SBR Latex successful pilot program run the previous year. Commercial production started • To be completed by end of Q3- Q1 FY27 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& chemicalsbusiness vertical product portfolio includes 9,577 Consumer products, Food Polymers, Acid and Latex. 3,815 Consumer Products Adhesives Wood Finishes FY24 FY25 FY26 Q1 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 PERFORMANCE POLYMERS & CHEMICALS: Q1/FY27 FINANCIAL HIGHLIGHTS PERFROMANCE POLYMERS & NET SALES EBIT * CHEMICALS (INR MN) Q1 FY27 3,815 654 Q1 FY26 2,993 545 GROWTH 27% 20% * EBIT as per Segment Including Adhesives PERFORMANCE POLYMERS & CHEMICALS Q1-FY27 OPERATIONAL HIGHLIGHTS Key Highlights • Expanded product portfolio in water proofing segment through introduction of new SBR latex. Successful product approval from keycustomers. • Export volumes impacted by geopolitical disruptions and logistics challenges in key international markets. • Domestic demand remained resilient in Q1-FY27 • Successfully navigated inflationary pressures through proactive pricing actions and revenue management strategies, mitigating the impact of volatile input costs. Outlook • Geopolitical uncertainties and delayed & uneven monsoons may impact the consumer demand and input costs • Export demand may continue to face near-term volatility amid ongoing geopolitical tensions and logistics-related disruptions in key international markets • New capacity expansion for new SBR Latex to be completed by end of Q3-FY27. ADHESIVES REVENUE (INR MN) 5,015 4,316 3,512 1,471 FY24 FY25 FY26 Q1 FY27 EBIT (INR MN) FY24 FY25 FY26 Q1 FY27 * EBIT as per Segment 1100 ADHESIVES: Q1/FY27 FINANCIAL HIGHLIGHTS ADHESIVES (INR MN) NET SALES EBIT * 1,471 187 Q1 FY27 Q1 FY26 1,240 134 GROWTH 19% 40% * EBIT as per Segment 1111 ADHESIVES Q1-FY27 OPERATIONAL HIGHLIGHTS Key Highlights • Achieved strong double-digit revenue growth driven by broad-based volume gains and continued market outperformance. • Strengthened market leadership through robust demand generation, expanded channel penetration, increased distribution footprint, and deeper customer and contractor engagement. • Successfully navigated inflationary pressures through proactive pricing actions and revenue management strategies, mitigatingthe impact of volatile input costs. • Delivered margin expansion through rigorous cost optimization measures, strategic procurement initiatives, supply chain efficiencies, and continuous productivity enhancement programs. Outlook • Geopolitical uncertainties and delayed & uneven monsoons may impact the consumer demand and input cost • Commissioned new polymer (adhesives) manufacturing facility at SamlayaGujarat end of Q1-FY27 to help market coverage and cost optimization • Implemented strategic sourcing initiatives to mitigate the impact of rising input costs • Continued focus on cost optimization initiatives to improve efficiency across other operating costs 1122 ADHESIVES : Product Range 1133 ADHESIVES: Marketing Activities Dealer Annual Trip Contractor Engagement Dealer Meet 1144 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 1417 No.1 for Single Products sold Super Phosphate under the (SSP) in Uttar umbrella brand Pradesh. ‘Ramban’. FY24 FY25 FY26 Q1 FY27 SEGMENT EBIT (INR MN) Entered 8 new 2 Manufacturing states in last 2 years locations FY24 FY25 FY26 Q1 FY27 (57) (194) AGRI PRODUCTS INCLUDES AGRI NUTRIENTS 1155 AGRI PRODUCTS: Q1/FY27 FINANCIAL HIGHLIGHTS AGRI PRODUCTS (INR MN) NET SALES EBIT * 1,417 64 Q1 FY27 1,426 134 Q1 FY26 GROWTH (1%) (52%) * EBIT as per Segment 1166 AGRI PRODUCTS Q1-FY27 OPERATIONAL HIGHLIGHTS KeyHighlights • Demandremainedsubduedduringthequarterduetoweakandunevenmonsoonacrosskeyoperating regions. • Higherinputcostspartially offsetthroughpriceincreases • Continued todriveproductpenetration innewterritoriesthroughchannelexpansionanddeeperdistribution reach. • AgriNutrientbusinessdelivered highdouble-digit growthwithimprovedprofitability, supportedbyportfolioexpansionandwiderchannelpresence. • Inputcostsincreasedduetosignificantincreaseinkeyrawmaterialsowingtoongoinggeopoliticaldisruptions • Workingcapitaldeploymentremainedhigh. Outlook • Demandmayremainsubduedintheneartermduetoweakandunevenmonsoon. • Focusonliquidation [Showing first 8,000 characters — download PDF for full document]