Jubilant Agri & Consumer Products Ltd
Jubilant Agri & Consumer Products Ltd
ChemicalsKey Fundamentals
MicrocapSpecialty ChemicalsChemicalsInsights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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45 extracted metrics + investor summaries across FY22–FY26.
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Technical Indicators
Key Insights
Strengths
2- Company has reduced debt.
- Company has a good return on equity (ROE) track record: 3 Years ROE 30.1%
Weaknesses
2- Stock is trading at 7.65 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
Growth Rate
AI Analysis — Bull vs Bear
Jubilant Agri & Consumer Products Ltd is a ₹3,241 Cr market-cap commodities company that reported TTM sales growth of 23% and profit growth of 48%, with FY26 net profit at ₹128 Cr (EPS ₹84.40) versus ₹88 Cr in FY25. The stock trades at a PE of 26x and 7.2x book value with zero dividend payout, while maintaining a 3-year average ROE of 30%.
- Strong profit growth — TTM compounded profit growth of 48%, with FY26 net profit rising to ₹128 Cr from ₹88 Cr in FY25 (46% YoY increase)
- Robust revenue expansion — FY26 sales at ₹1,891 Cr versus ₹1,561 Cr in FY25, representing 21% YoY growth, with TTM sales CAGR at 23%
- Healthy return on equity — 3-year ROE of 30.1% and last year ROE of 33%, indicating efficient capital deployment
- Improving operating margins — OPM expanded from 9.32% in FY25 to 10.34% in FY26, a 102 bps improvement
- Debt reduction underway — interest expense dropped from ₹13.46 Cr in FY25 to ₹6.58 Cr in FY26, a 51% reduction
- Consistent EPS trajectory — EPS grew from ₹58.25 in FY25 to ₹84.40 in FY26, a 45% increase
- Stock price momentum — 1-year stock CAGR of 25%, reflecting market recognition of improving fundamentals
- Q1 FY27 revenue of ₹485 Cr shows continued 21.8% YoY growth, suggesting no near-term deceleration
- Expensive valuation — stock trades at 7.2x price-to-book, well above typical commodities sector multiples
- Zero dividend payout — despite reporting ₹128 Cr net profit in FY26, the company has paid 0% dividend across all reported years
- PE of 26x is elevated for a commodities business that is inherently cyclical and margin-volatile
- Operating margin remains thin at 10.34% in FY26, leaving limited buffer if input costs rise
- Limited long-term track record — 5-year and 10-year CAGR data for sales, profit, and ROE are unavailable, making durability of growth uncertain
- Revenue volatility visible — sales dipped from ₹1,467 Cr in FY23 to ₹1,253 Cr in FY24 before recovering, indicating cyclical exposure
- FY24 net profit collapsed to ₹30 Cr (EPS ₹19.72) from ₹59 Cr in FY23, showing earnings can swing sharply in adverse conditions
- 52-week high/low data unavailable, limiting visibility into recent price volatility and downside risk
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
- Analyst meet scheduled Jun 23 Jun 18
Jubilant Agri & Consumer Products will host an in-person analyst and institutional investor meeting on June 23, 2026, in Mumbai. No unpublished price sensitive information will be shared.
TL;DR: Limited news flow for Jubilant Agri & Consumer Products with only a routine analyst meeting announcement. No material headwinds or positive catalysts are visible in the current cycle. The upcoming June 23 investor meet could provide forward guidance, so the near-term outlook depends on management commentary at that event.
Quarterly Results
| Dec 2023 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 293 | 358 | 407 | 398 | 398 | 442 | 513 | 451 | 485 | 523 |
| Expenses | 266 | 316 | 365 | 363 | 371 | 379 | 449 | 414 | 453 | 455 |
| Operating Profit | 27 | 42 | 42 | 34 | 27 | 63 | 64 | 37 | 33 | 68 |
| OPM % | 9% | 12% | 10% | 9% | 7% | 14% | 12% | 8% | 7% | 13% |
| Other Income | -46 | 1 | 0 | 0 | 1 | 1 | 0 | -2 | 0 | 1 |
| Interest | 4 | 4 | 4 | 3 | 2 | 2 | 1 | 2 | 2 | 2 |
| Depreciation | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 5 | 5 | 5 |
| PBT | -28 | 35 | 34 | 28 | 21 | 58 | 58 | 29 | 27 | 62 |
| Tax % | -26% | 26% | 26% | 23% | 25% | 24% | 28% | 26% | 25% | 25% |
| Net Profit | -21 | 26 | 25 | 21 | 16 | 44 | 42 | 22 | 20 | 46 |
| EPS in Rs | — | — | — | 14.16 | 10.63 | 29.29 | 28.06 | 14.21 | 13.15 | 30.43 |
Profit & Loss
| Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|
| Sales | 1,244 | 1,541 | 1,829 | 1,972 |
| Expenses | 1,135 | 1,394 | 1,630 | 1,771 |
| Operating Profit | 109 | 148 | 198 | 202 |
| OPM % | 9% | 10% | 11% | 10% |
| Other Income | -33 | 1 | 1 | 0 |
| Interest | 21 | 15 | 9 | 7 |
| Depreciation | 15 | 16 | 18 | 19 |
| PBT | 40 | 117 | 172 | 176 |
| Tax % | 25% | 25% | 26% | — |
| Net Profit | 30 | 88 | 128 | 130 |
| EPS in Rs | — | 58.25 | 84.39 | 85.85 |
| Div. Payout % | 0% | 0% | 0% | — |
Balance Sheet
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Equity Capital | 15 | 15 | 15 |
| Reserves | 220 | 310 | 445 |
| Borrowings | 163 | 77 | 51 |
| Other Liabilities | 346 | 332 | 424 |
| Total Liabilities | 745 | 735 | 935 |
| Fixed Assets | 171 | 180 | 201 |
| CWIP | 5 | 21 | 27 |
| Investments | 0 | 0 | 0 |
| Other Assets | 569 | 534 | 707 |
| Total Assets | 745 | 735 | 935 |
Cash Flow
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Operating | 76 | 129 | 75 |
| Investing | -19 | -35 | -39 |
| Financing | -47 | -104 | -36 |
| Net Cash Flow | 10 | -9 | 0 |
| Free Cash Flow | 57 | 94 | 35 |
| CFO/OP | 74 | 102 | 60 |
Ratios
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Debtor Days | 72 | 68 | 82 |
| Inventory Days | 121 | 80 | 76 |
| Days Payable | 97 | 69 | 75 |
| Cash Conversion Cycle | 96 | 79 | 83 |
| Working Capital Days | 25 | 38 | 52 |
| ROCE % | — | 33% | 40% |
Documents
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Company Information
Incorporated in 2008, Jubilant Agri and Consumer Products Ltd manufactures and sells Performance Polymers and Chemicals, P&K Fertilizers, and Agri Nutrients[1]