Jubilant Ingrevia（543271）株式概要ジュビラント・イングレヴィア・リミテッドは、インド、米国、欧州、中国および国際的なライフサイエンス製品とソリューションに従事している。 詳細543271 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績3/6財務の健全性6/6配当金3/6報酬収益は年間24.34%増加すると予測されています リスク分析リスクチェックの結果、543271 、リスクは検出されなかった。すべてのリスクチェックを見る543271 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,335 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG485,335 investors already sharing narrativesYour Fair Value₹Current Price₹679.705.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4m84b2016201920222025202620282031Revenue ₹84.0bEarnings ₹5.3bAdvancedSet Fair ValueView all narrativesJubilant Ingrevia Limited 競合他社Alkyl Amines ChemicalsSymbol: BSE:506767Market cap: ₹94.8bSupreme PetrochemSymbol: BSE:500405Market cap: ₹135.9bJSW DuluxSymbol: BSE:500710Market cap: ₹138.7bVinati OrganicsSymbol: BSE:524200Market cap: ₹135.5b価格と性能株価の高値、安値、推移の概要Jubilant Ingrevia過去の株価現在の株価₹679.7052週高値₹851.8552週安値₹535.30ベータ0.291ヶ月の変化9.99%3ヶ月変化6.24%1年変化-15.24%3年間の変化63.59%5年間の変化20.77%IPOからの変化150.58%最新ニュースDeclared Dividend • May 29Final dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 24th July 2026 Payment date: 1st January 1970 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 70% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 27Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹17.59 (up from ₹15.89 in FY 2025). Revenue: ₹44.3b (up 6.0% from FY 2025). Net income: ₹2.78b (up 11% from FY 2025). Profit margin: 6.3% (up from 6.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 26Jubilant Ingrevia Limited Recommends Final Dividend for the Financial Year Ended March 31, 2026Jubilant Ingrevia Limited at its AGM held on May 26, 2026 recommended final dividend of 250% i.e. INR 2.50 (Rupees Two and Fifty Paise) per equity share of INR 1 each for the financial year ended March 31, 2026. The dividend, if approved by the shareholders, will be paid /dispatched within 30 days from the date of the Annual General Meeting (AGM). Fixed July 24, 2026, as the record date for the purpose of payment of final dividend.お知らせ • Apr 29Jubilant Ingrevia Limited to Report Q4, 2026 Results on May 26, 2026Jubilant Ingrevia Limited announced that they will report Q4, 2026 results on May 26, 2026Declared Dividend • Feb 06Dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 10th February 2026 Payment date: 4th March 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (280% cash payout ratio). The dividend has increased by an average of 70% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: ₹2.97 (vs ₹4.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.97 (down from ₹4.39 in 3Q 2025). Revenue: ₹10.6b (flat on 3Q 2025). Net income: ₹469.0m (down 32% from 3Q 2025). Profit margin: 4.4% (down from 6.6% in 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesDeclared Dividend • May 29Final dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 24th July 2026 Payment date: 1st January 1970 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 70% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 27Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹17.59 (up from ₹15.89 in FY 2025). Revenue: ₹44.3b (up 6.0% from FY 2025). Net income: ₹2.78b (up 11% from FY 2025). Profit margin: 6.3% (up from 6.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 26Jubilant Ingrevia Limited Recommends Final Dividend for the Financial Year Ended March 31, 2026Jubilant Ingrevia Limited at its AGM held on May 26, 2026 recommended final dividend of 250% i.e. INR 2.50 (Rupees Two and Fifty Paise) per equity share of INR 1 each for the financial year ended March 31, 2026. The dividend, if approved by the shareholders, will be paid /dispatched within 30 days from the date of the Annual General Meeting (AGM). Fixed July 24, 2026, as the record date for the purpose of payment of final dividend.お知らせ • Apr 29Jubilant Ingrevia Limited to Report Q4, 2026 Results on May 26, 2026Jubilant Ingrevia Limited announced that they will report Q4, 2026 results on May 26, 2026Declared Dividend • Feb 06Dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 10th February 2026 Payment date: 4th March 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (280% cash payout ratio). The dividend has increased by an average of 70% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: ₹2.97 (vs ₹4.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.97 (down from ₹4.39 in 3Q 2025). Revenue: ₹10.6b (flat on 3Q 2025). Net income: ₹469.0m (down 32% from 3Q 2025). Profit margin: 4.4% (down from 6.6% in 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Jan 19Jubilant Ingrevia Limited to Report Q3, 2026 Results on Feb 04, 2026Jubilant Ingrevia Limited announced that they will report Q3, 2026 results on Feb 04, 2026Buy Or Sell Opportunity • Dec 09Now 22% overvaluedOver the last 90 days, the stock has fallen 4.8% to ₹681. The fair value is estimated to be ₹557, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.Reported Earnings • Oct 28Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹4.40 (up from ₹3.73 in 2Q 2025). Revenue: ₹11.3b (up 8.3% from 2Q 2025). Net income: ₹694.7m (up 18% from 2Q 2025). Profit margin: 6.1% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Oct 13Jubilant Ingrevia Limited to Report Q2, 2026 Results on Oct 27, 2025Jubilant Ingrevia Limited announced that they will report Q2, 2026 results on Oct 27, 2025お知らせ • Aug 30+ 1 more updateJubilant Ingrevia Limited Appoints Aashti Bhartia as DirectorJubilant Ingrevia Limited at its AGM held on August 29, 2025 approved Appointment of Ms. Aashti Bhartia (DIN: 02840983) as Director.Price Target Changed • Aug 17Price target increased by 7.0% to ₹956Up from ₹894, the current price target is an average from 3 analysts. New target price is 36% above last closing price of ₹701. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of ₹20.10 for next year compared to ₹15.89 last year.お知らせ • Aug 04Jubilant Ingrevia Limited, Annual General Meeting, Aug 29, 2025Jubilant Ingrevia Limited, Annual General Meeting, Aug 29, 2025, at 15:00 Indian Standard Time.Price Target Changed • Aug 04Price target increased by 8.3% to ₹968Up from ₹894, the current price target is an average from 3 analysts. New target price is 28% above last closing price of ₹755. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹19.95 for next year compared to ₹15.89 last year.Reported Earnings • Aug 01First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ₹4.75 (up from ₹3.08 in 1Q 2025). Revenue: ₹10.4b (up 1.3% from 1Q 2025). Net income: ₹751.0m (up 54% from 1Q 2025). Profit margin: 7.2% (up from 4.8% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Jul 23Jubilant Ingrevia Limited to Report Q1, 2026 Results on Jul 31, 2025Jubilant Ingrevia Limited announced that they will report Q1, 2026 results on Jul 31, 2025New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Declared Dividend • May 15Final dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 25th July 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 94% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹15.89 (up from ₹11.56 in FY 2024). Revenue: ₹42.2b (up 1.9% from FY 2024). Net income: ₹2.51b (up 37% from FY 2024). Profit margin: 6.0% (up from 4.4% in FY 2024). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹671, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 51% over the past three years.Price Target Changed • Mar 02Price target increased by 9.4% to ₹895Up from ₹818, the current price target is an average from 3 analysts. New target price is 45% above last closing price of ₹617. Stock is up 27% over the past year. The company is forecast to post earnings per share of ₹16.53 for next year compared to ₹11.56 last year.Declared Dividend • Jan 30Dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 3rd February 2025 Payment date: 26th February 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 94% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 70% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 29Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ₹4.39 (up from ₹2.44 in 3Q 2024). Revenue: ₹10.7b (up 10% from 3Q 2024). Net income: ₹693.8m (up 80% from 3Q 2024). Profit margin: 6.5% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jan 28Jubilant Ingrevia Limited Declares Interim Dividend for the Financial Year 2024-25, Payable on or Before February 26, 2025Jubilant Ingrevia Limited announced that at the board meeting held on January 28, 2025 declared an Interim Dividend of INR 2.50 per equity share of INR 1 each on the paid-up Equity Share capital of the Company for the Financial Year 2024-25. The Board has fixed February 3, 2025 as `Record Date' for the purpose of ascertaining eligibility of the shareholders for payment of Interim Dividend. The Interim Dividend will be paid/dispatched on or before February 26, 2025.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹699, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 29x in the Chemicals industry in India. Total returns to shareholders of 13% over the past three years.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹785, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 38% over the past three years.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. CEO, MD & Director Deepak Jain was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 25Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ₹3.73 (up from ₹3.64 in 2Q 2024). Revenue: ₹10.5b (up 2.5% from 2Q 2024). Net income: ₹590.0m (up 2.6% from 2Q 2024). Profit margin: 5.6% (in line with 2Q 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.7%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India.お知らせ • Oct 22+ 1 more updateJubilant Ingrevia Limited Announces Superannuation of Chandan Singh Sengar, Whole-Time Director, Effective from October 31, 2024The Board of Directors of Jubilant Ingrevia Limited at its meeting held on October 22, 2024 noted superannuation of Mr. Chandan Singh Sengar, Co-CEO and Whole-time Director, effective from close of business hours of October 31, 2024. Chandan has been an integral part of the organization for more than 36 years, leading with unwavering dedication, vision and integrity. Under Chandan's leadership, the Company has achieved remarkable milestones, navigated through challenges, and set new benchmarks in the industry. His contributions have been invaluable and his legacy will continue to inspire all. Chandan has been inspiration to many within the organisation.New Risk • Sep 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change). Profit margins are more than 30% lower than last year (4.3% net profit margin).お知らせ • Sep 03Jubilant Ingrevia Limited Announces Resignation of Subhra Jyoti Roy as Senior VP - AgrochemicalsJubilant Ingrevia Limited informed that Mr. Subhra Jyoti Roy has tendered his resignation as Senior VP - Agrochemicals of the Company effective from close of business hours of September 3, 2024. Resigned as got new job opportunity.お知らせ • Aug 30Jubilant Ingrevia Limited Approves Final Dividend for the Financial Year Ended March 31, 2024Jubilant Ingrevia Limited at its AGM approved to declare final dividend of INR 2.50 per equity shares of INR 1 each, for the financial year ended March 31, 2024.お知らせ • Aug 09+ 3 more updatesJubilant Ingrevia Limited, Annual General Meeting, Aug 30, 2024Jubilant Ingrevia Limited, Annual General Meeting, Aug 30, 2024, at 15:00 Indian Standard Time.Price Target Changed • Jul 18Price target increased by 11% to ₹622Up from ₹559, the current price target is an average from 3 analysts. New target price is 11% above last closing price of ₹563. Stock is up 37% over the past year. The company is forecast to post earnings per share of ₹18.75 for next year compared to ₹11.56 last year.Reported Earnings • Jul 17First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹3.08 (down from ₹3.63 in 1Q 2024). Revenue: ₹10.2b (down 4.7% from 1Q 2024). Net income: ₹487.4m (down 15% from 1Q 2024). Profit margin: 4.8% (down from 5.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 9.4%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in India.お知らせ • Jul 10Jubilant Ingrevia Limited to Report Q1, 2025 Results on Jul 16, 2024Jubilant Ingrevia Limited announced that they will report Q1, 2025 results on Jul 16, 2024Reported Earnings • May 15Full year 2024 earnings released: EPS: ₹11.56 (vs ₹19.34 in FY 2023)Full year 2024 results: EPS: ₹11.56 (down from ₹19.34 in FY 2023). Revenue: ₹41.7b (down 13% from FY 2023). Net income: ₹1.83b (down 41% from FY 2023). Profit margin: 4.4% (down from 6.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 15Jubilant Ingrevia Limited Recommends A Final Dividend for the Financial Year Ended March 31, 2024The board of directors of Jubilant Ingrevia Limited at their meeting held on May 14, 2024, have recommended a final dividend of 250% i.e. Rs. 2.50/- (Rupees Two and Fifty Paise) per equity share of Re. 1 each for the financial year ended March 31, 2024. The dividend, if approved by the shareholders, will be paid /dispatched within 30 days from the date of the Annual General Meeting. The record date for the purpose of payment of final dividend, if declared, shall be Friday, August 2, 2024.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹543, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 74% over the past three years.Upcoming Dividend • Feb 02Upcoming dividend of ₹2.50 per share at 1.2% yieldEligible shareholders must have bought the stock before 09 February 2024. Payment date: 28 February 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 1.2%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.8%).Reported Earnings • Jan 31Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: ₹2.44 (down from ₹5.75 in 3Q 2023). Revenue: ₹9.75b (down 16% from 3Q 2023). Net income: ₹385.6m (down 58% from 3Q 2023). Profit margin: 4.0% (down from 7.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India.お知らせ • Jan 30Jubilant Ingrevia Limited Approves Interim Dividend for the Financial Year 2023-24, Payable on or Before February 28, 2024Jubilant Ingrevia Limited announced that at the Board of Directors of the Company at its meeting held January 30, 2024, declared an Interim Dividend of INR 2.50 per equity share of INR 1 each on the paid-up Equity Share capital of the Company for the Financial Year 2023-24. Further, in terms of Regulation 42 of the Listing Regulations, the Board has fixed February 9, 2024 as `Record Date' for the purpose of ascertaining eligibility of the shareholders for payment of Interim Dividend. The Interim Dividend will be paid/dispatched on or before February 28, 2024.お知らせ • Jan 18Jubilant Ingrevia Limited to Report Q3, 2024 Results on Jan 30, 2024Jubilant Ingrevia Limited announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹3.64 (vs ₹5.31 in 2Q 2023)Second quarter 2024 results: EPS: ₹3.64 (down from ₹5.31 in 2Q 2023). Revenue: ₹10.3b (down 21% from 2Q 2023). Net income: ₹574.9m (down 32% from 2Q 2023). Profit margin: 5.6% (down from 6.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India.お知らせ • Oct 28Jubilant Ingrevia Limited Announces Change in ManagementJubilant Ingrevia Limited informed following change in the Senior Management Team of the Company: Mr. Gosaliya Chintan Tarunkumar has tendered his resignation as Sr. VP - Chemicals Intermediates for pursuing his interest outside the organization, the resignation letter is enclosed herewith. As a result, he will cease to be a Sr. VP - Chemicals Intermediates with effect from close of business hour October 27, 2023. Mr. Himanshu Dhapolav has promoted as SBU Head - Acetyls with effect from October 27, 2023. Himanshu completed B.Tech. (Chemical) in 2002 and Master in Management Studies from Mumbai University in 2005. His earlier stints have been with Asian Paints, Anuvi Chemicals, Ameya Dyechem, Galaxy Surfactants and Deepak Nitrite. He has about 20 years of experience, of which the last 2 years have been in Jubilant Ingrevia. During this time, Himanshu has handled international sales, managed large customer accounts, and demonstrated excellent customer management skills.お知らせ • Sep 02+ 2 more updatesJubilant Ingrevia Limited Approves Appointment of Deepak Jain as CEO, Effective October 1, 2023Jubilant Ingrevia Limited announced that at its AGM held on August 31, 2023, the shareholders approved appointment of Mr. Deepak Jain as CEO of the company. Date of Appointment is October 1, 2023, Terms of appointment: Appointed for a term of 5 years; Liable to retire by rotation. Deepak has more than 18 years of rich & diverse global experience with Bain & Company where he has been working as Senior Partner responsible for APAC Advanced Manufacturing & Services practice covering Automotive, Chemical and Cement industries. He has successfully delivered several manufacturing & digital transformations, performance enhancement programs, zero-based redesign that fuels competitive advantage, and multiple strategy programs across sectors. With his deep expertise, he has been instrumental in successfully transforming various companies in the chemical industry across India and Asia Pacific. Deepak is an accomplished leader who has been recipient of multiple accolades like ET 40 under Forty and Fortune India's 40 Under 40. He is a proven thought leader having published multiple articles and reports in national print media. He is also a member of FICCI's sectoral committee for Manufacturing. Deepak is a Chemical Engineer from IIT Delhi where he earned the Silver Medalist award, and an MBA from IIM, Ahmedabad where he was an Industry Scholar.お知らせ • Aug 08+ 2 more updatesJubilant Ingrevia Limited to Report Q2, 2024 Results on Oct 26, 2023Jubilant Ingrevia Limited announced that they will report Q2, 2024 results on Oct 26, 2023Reported Earnings • Jul 28First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: ₹3.63 (down from ₹4.99 in 1Q 2023). Revenue: ₹10.8b (down 7.8% from 1Q 2023). Net income: ₹575.9m (down 28% from 1Q 2023). Profit margin: 5.4% (down from 6.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India.お知らせ • Jul 18Jubilant Ingrevia Limited to Report Q1, 2024 Results on Jul 26, 2023Jubilant Ingrevia Limited announced that they will report Q1, 2024 results on Jul 26, 2023Price Target Changed • May 18Price target decreased by 11% to ₹752Down from ₹846, the current price target is an average from 4 analysts. New target price is 92% above last closing price of ₹392. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₹25.15 for next year compared to ₹19.34 last year.お知らせ • May 17+ 1 more updateJubilant Ingrevia Limited Announces Co-Chief Executive Officer ChangesJubilant Ingrevia Limited informed that the Board of Directors of the Company at its meeting held on, May 16, 2023, considered and approved Appointment of Mr. Chandan Singh Sengar as Co-CEO of the Company effective from May 16, 2023 for a period of 5 years. Mr. Singh is not related to any Director of the Company. Resignation of Mr. Anil Khubchandani as Co- CEO and Whole-time Director of the Company effective from the close of business hours of May 19th, 2023. Mr. Chandan Singh, 59 years, is Graduate in Science and MBA from Dr Harisingh Gaur University Sagar. Mr. Singh has done Leadership Certified qualification by Northwestern University - Kellogg School of Management, Chicago. He has also been trained in leadership at IIM Bangalore and IIM Lucknow. Mr. Chandan Singh Sengar has rich experience over 37 years in Strategic Planning, Business Processes, Global Sales & Marketing, Manufacturing Operations and has spent over 35 years of his professional career with Jubilant and erstwhile Vam Organics Limited. He has been leading the Acetyls business and is instrumental in making the company Globally second largest merchant seller of Acetic Anhydride. Chandan has successfully established global distribution of Acetyls products and manages the global sourcing of key raw materials. Before joining the Company, he had worked with JK Synthetics Limited in project purchase role. He has worked in cross functional and regional roles including Supply Chain, Manufacturing, Program Management and Business Development /Sales.Reported Earnings • May 17Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹19.34 (down from ₹29.98 in FY 2022). Revenue: ₹48.1b (down 2.9% from FY 2022). Net income: ₹3.08b (down 36% from FY 2022). Profit margin: 6.4% (down from 9.6% in FY 2022). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India.お知らせ • May 10Jubilant Ingrevia Limited to Report Q4, 2023 Results on May 16, 2023Jubilant Ingrevia Limited announced that they will report Q4, 2023 results on May 16, 2023Upcoming Dividend • Feb 03Upcoming dividend of ₹2.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 February 2023. Payment date: 01 March 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: ₹5.75 (vs ₹4.31 in 3Q 2022)Third quarter 2023 results: EPS: ₹5.75 (up from ₹4.31 in 3Q 2022). Revenue: ₹11.7b (down 10% from 3Q 2022). Net income: ₹915.3m (up 33% from 3Q 2022). Profit margin: 7.9% (up from 5.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India.お知らせ • Jan 31Jubilant Ingrevia Limited Approves Interim Dividend for the Financial Year 2022-2023, payable on or before March 1, 2023Jubilant Ingrevia Limited Board of Directors at its meeting held January 31, 2023, approved the following: Board has declared an Interim Dividend of INR 2.50 per equity share of Re. 1 each on the paid-up Equity Share capital of the Company for the Financial Year 2022-2023. the Board has fixed February 10, 2023 as ' Record date and Interim Dividend will be paid/dispatched on or before March 1, 2023.お知らせ • Jan 24Jubilant Ingrevia Limited to Report Q3, 2023 Results on Jan 31, 2023Jubilant Ingrevia Limited announced that they will report Q3, 2023 results on Jan 31, 2023Price Target Changed • Nov 16Price target increased to ₹980Up from ₹640, the current price target is an average from 3 analysts. New target price is 72% above last closing price of ₹570. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of ₹26.30 for next year compared to ₹29.98 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. CEO, MD & Executive Director Rajesh Srivastava is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 21Second quarter 2023 earnings released: EPS: ₹5.31 (vs ₹4.31 in 2Q 2022)Second quarter 2023 results: EPS: ₹5.31 (up from ₹4.31 in 2Q 2022). Revenue: ₹13.0b (flat on 2Q 2022). Net income: ₹842.8m (up 23% from 2Q 2022). Profit margin: 6.5% (up from 5.3% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India.お知らせ • Oct 13Jubilant Ingrevia Limited to Report Q2, 2023 Results on Oct 20, 2022Jubilant Ingrevia Limited announced that they will report Q2, 2023 results on Oct 20, 2022お知らせ • Sep 27Jubilant Ingrevia Limited Declares Dividend for the Financial Year Ended March 31, 2022Jubilant Ingrevia Limited at its 3rd annual general meeting held on September 26, 2022, Declaration of final dividend of INR 2.50 per equity shares, for the financial year ended March 31, 2022.Buying Opportunity • Sep 24Now 20% undervaluedOver the last 90 days, the stock is up 3.9%. The fair value is estimated to be ₹640, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 184% over the last year. Earnings per share has grown by 5.7%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.Upcoming Dividend • Aug 16Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 25 October 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 07First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: ₹4.99. Revenue: ₹11.8b (flat on 1Q 2022). Net income: ₹793.8m (up ₹793.8m from 1Q 2022). Profit margin: 6.8% (up from null in 1Q 2022). Over the next year, revenue is forecast to grow 8.0%, compared to a 14% growth forecast for the industry in India.お知らせ • Aug 06+ 1 more updateJubilant Ingrevia Limited Announces Final Dividend for the Financial Year Ended March 31, 2022, Will Be Paid/ Dispatched on or Before October 25, 2022Jubilant Ingrevia Limited announced that Board of Directors at its meeting fixed record date for the purpose of determining the eligibility of the shareholders for the payment of Final Dividend of INR 2.50 per equity share of INR 1 each for the Financial Year ended March 31, 2022. Record Date Wednesday, August 24, 2022. The Final dividend, if approved by the shareholders at the ensuing AGM, will be paid/dispatched on or before October 25, 2022.お知らせ • Jul 30Jubilant Ingrevia Limited to Report Q1, 2023 Results on Aug 05, 2022Jubilant Ingrevia Limited announced that they will report Q1, 2023 results on Aug 05, 2022Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹498, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Chemicals industry in India. Total loss to shareholders of 7.4% over the past year.Major Estimate Revision • May 19Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from ₹44.6b to ₹51.8b. EPS estimate fell from ₹31.20 to ₹30.30. Net income forecast to grow 949% next year vs 24% growth forecast for Chemicals industry in India. Consensus price target of ₹1,006 unchanged from last update. Share price rose 3.9% to ₹438 over the past week.お知らせ • May 18+ 2 more updatesJubilant Ingrevia Limited Recommends Final Dividend for the Year Ended March 31, 2022, Payable on or Before September 8, 2022Jubilant Ingrevia Limited announced that the Board of Directors of the company at its meeting held on May 17, 2022, recommended final dividend of INR 2.50 per equity share of INR 1 each for the year ended March 31, 2022. The dividend, if approved by the shareholders at the upcoming Annual General Meeting of the company, will be paid /dispatched on or before September 8, 2022.Price Target Changed • Apr 27Price target increased to ₹893Up from ₹640, the current price target is provided by 1 analyst. New target price is 80% above last closing price of ₹495. Stock is up 49% over the past year. The company is forecast to post earnings per share of ₹35.80 for next year compared to ₹20.77 last year.Board Change • Apr 27High number of new and inexperienced directorsThere are 12 new directors who have joined the board in the last 3 years. The company's board is composed of: 12 new directors. No experienced directors. No highly experienced directors. President & Chief of Operations and Whole-Time Director Anant Pande is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Mar 31High number of new and inexperienced directorsThere are 12 new directors who have joined the board in the last 3 years. The company's board is composed of: 12 new directors. No experienced directors. No highly experienced directors. President & Chief of Operations and Whole-Time Director Anant Pande is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 03Jubilant Ingrevia Limited Declares the Interim Dividend for the Financial Year 2021-22, Payable on or Before March 2, 2022Jubilant Ingrevia Limited declared the Interim Dividend of INR 2.50 per equity share of Re. 1 each on the paid-up Equity Share capital of the Company for the Financial Year 2021-22. In terms of Regulation 42 of the Listing Regulations, the Board has fixed February 11, 2022 as the `Record Date' for the purpose of ascertaining eligibility of the shareholders for payment of Interim Dividend. The Interim Dividend will be paid/dispatched on or before March 2, 2022.株主還元543271IN ChemicalsIN 市場7D6.2%-1.5%-1.1%1Y-15.2%-7.4%-3.2%株主還元を見る業界別リターン: 543271過去 1 年間で-7.4 % の収益を上げたIndian Chemicals業界を下回りました。リターン対市場: 543271は、過去 1 年間で-3.2 % のリターンを上げたIndian市場を下回りました。価格変動Is 543271's price volatile compared to industry and market?543271 volatility543271 Average Weekly Movement4.9%Chemicals Industry Average Movement6.2%Market Average Movement6.2%10% most volatile stocks in IN Market9.2%10% least volatile stocks in IN Market3.9%安定した株価: 543271 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 543271の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20192,139Deepak Jainjubilantingrevia.comジュビラント・イングレヴィア・リミテッドは、インド、米国、欧州、中国、および国際的なライフサイエンス製品とソリューションに従事している。事業セグメントは3つ：特殊化学品、栄養・健康ソリューション、化学中間体。特殊化学品事業では、バイオピリジン・ピコリン、ファインケミカル、アグロケミカル、カスタム開発・製造サービス、微生物制御ソリューションを提供している。栄養・健康ソリューション部門は、栄養・健康成分、動物・ヒト栄養健康ソリューションを提供している。化学中間体部門はアセチルと特殊エタノールを提供している。ピペリジン、金属錯体、コリン塩、ビタミンB3、ビタミンB4、ピコリン酸塩、リボフラビンリン酸ナトリウム、栄養プレミックス、酸化防止剤、ストレート原料、無水酢酸、酢酸エチル、無水プロピオン酸、ホルムアルデヒド、バイオ酢酸-食品グレード、アセトアルデヒド、エタノール、シアノ、アセチル、アミノ、ハロ、アルキル、アルデヒドピリジンなどを提供している。さらに、ルート設計、プロセス開発、プロセス最適化、中間体のスケールアップと商業生産も行っている。さらに、ビタミン、ミネラルプレミックス、ストレス調整剤、アミノ酸、ハーブコリン、ハーブ非抗生成長促進剤と卵質改善剤、毒素結合剤、酸味料、酵素と乳化剤を提供している。製薬、動物・人間栄養、農薬、パーソナルケア、コンシューマーケア、工業を顧客とする。旧社名はジュビラントLSIリミテッドで、2020年10月にジュビラント・イングレヴィア・リミテッドに社名変更した。Jubilant Ingrevia Limitedは2019年に法人化され、インドのノイダに本社を置いている。もっと見るJubilant Ingrevia Limited 基礎のまとめJubilant Ingrevia の収益と売上を時価総額と比較するとどうか。543271 基礎統計学時価総額₹107.65b収益（TTM）₹2.78b売上高(TTM)₹43.88b38.7xPER（株価収益率2.5xP/Sレシオ543271 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計543271 損益計算書（TTM）収益₹43.88b売上原価₹27.13b売上総利益₹16.75bその他の費用₹13.98b収益₹2.78b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）17.58グロス・マージン38.18%純利益率6.33%有利子負債／自己資本比率25.0%543271 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.7%現在の配当利回り28%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/08 04:56終値2026/07/08 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jubilant Ingrevia Limited 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Nitesh DhootAnand Rathi Shares and Stock Brokers Limitednull nullAnand Rathi Shares and Stock Brokers Limitednull nullAsian Markets Securities Private Limited8 その他のアナリストを表示
Declared Dividend • May 29Final dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 24th July 2026 Payment date: 1st January 1970 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 70% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 27Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹17.59 (up from ₹15.89 in FY 2025). Revenue: ₹44.3b (up 6.0% from FY 2025). Net income: ₹2.78b (up 11% from FY 2025). Profit margin: 6.3% (up from 6.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 26Jubilant Ingrevia Limited Recommends Final Dividend for the Financial Year Ended March 31, 2026Jubilant Ingrevia Limited at its AGM held on May 26, 2026 recommended final dividend of 250% i.e. INR 2.50 (Rupees Two and Fifty Paise) per equity share of INR 1 each for the financial year ended March 31, 2026. The dividend, if approved by the shareholders, will be paid /dispatched within 30 days from the date of the Annual General Meeting (AGM). Fixed July 24, 2026, as the record date for the purpose of payment of final dividend.
お知らせ • Apr 29Jubilant Ingrevia Limited to Report Q4, 2026 Results on May 26, 2026Jubilant Ingrevia Limited announced that they will report Q4, 2026 results on May 26, 2026
Declared Dividend • Feb 06Dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 10th February 2026 Payment date: 4th March 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (280% cash payout ratio). The dividend has increased by an average of 70% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: ₹2.97 (vs ₹4.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.97 (down from ₹4.39 in 3Q 2025). Revenue: ₹10.6b (flat on 3Q 2025). Net income: ₹469.0m (down 32% from 3Q 2025). Profit margin: 4.4% (down from 6.6% in 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Declared Dividend • May 29Final dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 24th July 2026 Payment date: 1st January 1970 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 70% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 27Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹17.59 (up from ₹15.89 in FY 2025). Revenue: ₹44.3b (up 6.0% from FY 2025). Net income: ₹2.78b (up 11% from FY 2025). Profit margin: 6.3% (up from 6.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 26Jubilant Ingrevia Limited Recommends Final Dividend for the Financial Year Ended March 31, 2026Jubilant Ingrevia Limited at its AGM held on May 26, 2026 recommended final dividend of 250% i.e. INR 2.50 (Rupees Two and Fifty Paise) per equity share of INR 1 each for the financial year ended March 31, 2026. The dividend, if approved by the shareholders, will be paid /dispatched within 30 days from the date of the Annual General Meeting (AGM). Fixed July 24, 2026, as the record date for the purpose of payment of final dividend.
お知らせ • Apr 29Jubilant Ingrevia Limited to Report Q4, 2026 Results on May 26, 2026Jubilant Ingrevia Limited announced that they will report Q4, 2026 results on May 26, 2026
Declared Dividend • Feb 06Dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 10th February 2026 Payment date: 4th March 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (280% cash payout ratio). The dividend has increased by an average of 70% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: ₹2.97 (vs ₹4.39 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.97 (down from ₹4.39 in 3Q 2025). Revenue: ₹10.6b (flat on 3Q 2025). Net income: ₹469.0m (down 32% from 3Q 2025). Profit margin: 4.4% (down from 6.6% in 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Jan 19Jubilant Ingrevia Limited to Report Q3, 2026 Results on Feb 04, 2026Jubilant Ingrevia Limited announced that they will report Q3, 2026 results on Feb 04, 2026
Buy Or Sell Opportunity • Dec 09Now 22% overvaluedOver the last 90 days, the stock has fallen 4.8% to ₹681. The fair value is estimated to be ₹557, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.
Reported Earnings • Oct 28Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹4.40 (up from ₹3.73 in 2Q 2025). Revenue: ₹11.3b (up 8.3% from 2Q 2025). Net income: ₹694.7m (up 18% from 2Q 2025). Profit margin: 6.1% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Oct 13Jubilant Ingrevia Limited to Report Q2, 2026 Results on Oct 27, 2025Jubilant Ingrevia Limited announced that they will report Q2, 2026 results on Oct 27, 2025
お知らせ • Aug 30+ 1 more updateJubilant Ingrevia Limited Appoints Aashti Bhartia as DirectorJubilant Ingrevia Limited at its AGM held on August 29, 2025 approved Appointment of Ms. Aashti Bhartia (DIN: 02840983) as Director.
Price Target Changed • Aug 17Price target increased by 7.0% to ₹956Up from ₹894, the current price target is an average from 3 analysts. New target price is 36% above last closing price of ₹701. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of ₹20.10 for next year compared to ₹15.89 last year.
お知らせ • Aug 04Jubilant Ingrevia Limited, Annual General Meeting, Aug 29, 2025Jubilant Ingrevia Limited, Annual General Meeting, Aug 29, 2025, at 15:00 Indian Standard Time.
Price Target Changed • Aug 04Price target increased by 8.3% to ₹968Up from ₹894, the current price target is an average from 3 analysts. New target price is 28% above last closing price of ₹755. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹19.95 for next year compared to ₹15.89 last year.
Reported Earnings • Aug 01First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ₹4.75 (up from ₹3.08 in 1Q 2025). Revenue: ₹10.4b (up 1.3% from 1Q 2025). Net income: ₹751.0m (up 54% from 1Q 2025). Profit margin: 7.2% (up from 4.8% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Jul 23Jubilant Ingrevia Limited to Report Q1, 2026 Results on Jul 31, 2025Jubilant Ingrevia Limited announced that they will report Q1, 2026 results on Jul 31, 2025
New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Declared Dividend • May 15Final dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 25th July 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 94% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹15.89 (up from ₹11.56 in FY 2024). Revenue: ₹42.2b (up 1.9% from FY 2024). Net income: ₹2.51b (up 37% from FY 2024). Profit margin: 6.0% (up from 4.4% in FY 2024). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹671, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 51% over the past three years.
Price Target Changed • Mar 02Price target increased by 9.4% to ₹895Up from ₹818, the current price target is an average from 3 analysts. New target price is 45% above last closing price of ₹617. Stock is up 27% over the past year. The company is forecast to post earnings per share of ₹16.53 for next year compared to ₹11.56 last year.
Declared Dividend • Jan 30Dividend of ₹2.50 announcedDividend of ₹2.50 is the same as last year. Ex-date: 3rd February 2025 Payment date: 26th February 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 94% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 70% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 29Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ₹4.39 (up from ₹2.44 in 3Q 2024). Revenue: ₹10.7b (up 10% from 3Q 2024). Net income: ₹693.8m (up 80% from 3Q 2024). Profit margin: 6.5% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jan 28Jubilant Ingrevia Limited Declares Interim Dividend for the Financial Year 2024-25, Payable on or Before February 26, 2025Jubilant Ingrevia Limited announced that at the board meeting held on January 28, 2025 declared an Interim Dividend of INR 2.50 per equity share of INR 1 each on the paid-up Equity Share capital of the Company for the Financial Year 2024-25. The Board has fixed February 3, 2025 as `Record Date' for the purpose of ascertaining eligibility of the shareholders for payment of Interim Dividend. The Interim Dividend will be paid/dispatched on or before February 26, 2025.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹699, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 29x in the Chemicals industry in India. Total returns to shareholders of 13% over the past three years.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹785, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 38% over the past three years.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. CEO, MD & Director Deepak Jain was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 25Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ₹3.73 (up from ₹3.64 in 2Q 2024). Revenue: ₹10.5b (up 2.5% from 2Q 2024). Net income: ₹590.0m (up 2.6% from 2Q 2024). Profit margin: 5.6% (in line with 2Q 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.7%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India.
お知らせ • Oct 22+ 1 more updateJubilant Ingrevia Limited Announces Superannuation of Chandan Singh Sengar, Whole-Time Director, Effective from October 31, 2024The Board of Directors of Jubilant Ingrevia Limited at its meeting held on October 22, 2024 noted superannuation of Mr. Chandan Singh Sengar, Co-CEO and Whole-time Director, effective from close of business hours of October 31, 2024. Chandan has been an integral part of the organization for more than 36 years, leading with unwavering dedication, vision and integrity. Under Chandan's leadership, the Company has achieved remarkable milestones, navigated through challenges, and set new benchmarks in the industry. His contributions have been invaluable and his legacy will continue to inspire all. Chandan has been inspiration to many within the organisation.
New Risk • Sep 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change). Profit margins are more than 30% lower than last year (4.3% net profit margin).
お知らせ • Sep 03Jubilant Ingrevia Limited Announces Resignation of Subhra Jyoti Roy as Senior VP - AgrochemicalsJubilant Ingrevia Limited informed that Mr. Subhra Jyoti Roy has tendered his resignation as Senior VP - Agrochemicals of the Company effective from close of business hours of September 3, 2024. Resigned as got new job opportunity.
お知らせ • Aug 30Jubilant Ingrevia Limited Approves Final Dividend for the Financial Year Ended March 31, 2024Jubilant Ingrevia Limited at its AGM approved to declare final dividend of INR 2.50 per equity shares of INR 1 each, for the financial year ended March 31, 2024.
お知らせ • Aug 09+ 3 more updatesJubilant Ingrevia Limited, Annual General Meeting, Aug 30, 2024Jubilant Ingrevia Limited, Annual General Meeting, Aug 30, 2024, at 15:00 Indian Standard Time.
Price Target Changed • Jul 18Price target increased by 11% to ₹622Up from ₹559, the current price target is an average from 3 analysts. New target price is 11% above last closing price of ₹563. Stock is up 37% over the past year. The company is forecast to post earnings per share of ₹18.75 for next year compared to ₹11.56 last year.
Reported Earnings • Jul 17First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹3.08 (down from ₹3.63 in 1Q 2024). Revenue: ₹10.2b (down 4.7% from 1Q 2024). Net income: ₹487.4m (down 15% from 1Q 2024). Profit margin: 4.8% (down from 5.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 9.4%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in India.
お知らせ • Jul 10Jubilant Ingrevia Limited to Report Q1, 2025 Results on Jul 16, 2024Jubilant Ingrevia Limited announced that they will report Q1, 2025 results on Jul 16, 2024
Reported Earnings • May 15Full year 2024 earnings released: EPS: ₹11.56 (vs ₹19.34 in FY 2023)Full year 2024 results: EPS: ₹11.56 (down from ₹19.34 in FY 2023). Revenue: ₹41.7b (down 13% from FY 2023). Net income: ₹1.83b (down 41% from FY 2023). Profit margin: 4.4% (down from 6.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 15Jubilant Ingrevia Limited Recommends A Final Dividend for the Financial Year Ended March 31, 2024The board of directors of Jubilant Ingrevia Limited at their meeting held on May 14, 2024, have recommended a final dividend of 250% i.e. Rs. 2.50/- (Rupees Two and Fifty Paise) per equity share of Re. 1 each for the financial year ended March 31, 2024. The dividend, if approved by the shareholders, will be paid /dispatched within 30 days from the date of the Annual General Meeting. The record date for the purpose of payment of final dividend, if declared, shall be Friday, August 2, 2024.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹543, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 74% over the past three years.
Upcoming Dividend • Feb 02Upcoming dividend of ₹2.50 per share at 1.2% yieldEligible shareholders must have bought the stock before 09 February 2024. Payment date: 28 February 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 1.2%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.8%).
Reported Earnings • Jan 31Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: ₹2.44 (down from ₹5.75 in 3Q 2023). Revenue: ₹9.75b (down 16% from 3Q 2023). Net income: ₹385.6m (down 58% from 3Q 2023). Profit margin: 4.0% (down from 7.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India.
お知らせ • Jan 30Jubilant Ingrevia Limited Approves Interim Dividend for the Financial Year 2023-24, Payable on or Before February 28, 2024Jubilant Ingrevia Limited announced that at the Board of Directors of the Company at its meeting held January 30, 2024, declared an Interim Dividend of INR 2.50 per equity share of INR 1 each on the paid-up Equity Share capital of the Company for the Financial Year 2023-24. Further, in terms of Regulation 42 of the Listing Regulations, the Board has fixed February 9, 2024 as `Record Date' for the purpose of ascertaining eligibility of the shareholders for payment of Interim Dividend. The Interim Dividend will be paid/dispatched on or before February 28, 2024.
お知らせ • Jan 18Jubilant Ingrevia Limited to Report Q3, 2024 Results on Jan 30, 2024Jubilant Ingrevia Limited announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹3.64 (vs ₹5.31 in 2Q 2023)Second quarter 2024 results: EPS: ₹3.64 (down from ₹5.31 in 2Q 2023). Revenue: ₹10.3b (down 21% from 2Q 2023). Net income: ₹574.9m (down 32% from 2Q 2023). Profit margin: 5.6% (down from 6.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India.
お知らせ • Oct 28Jubilant Ingrevia Limited Announces Change in ManagementJubilant Ingrevia Limited informed following change in the Senior Management Team of the Company: Mr. Gosaliya Chintan Tarunkumar has tendered his resignation as Sr. VP - Chemicals Intermediates for pursuing his interest outside the organization, the resignation letter is enclosed herewith. As a result, he will cease to be a Sr. VP - Chemicals Intermediates with effect from close of business hour October 27, 2023. Mr. Himanshu Dhapolav has promoted as SBU Head - Acetyls with effect from October 27, 2023. Himanshu completed B.Tech. (Chemical) in 2002 and Master in Management Studies from Mumbai University in 2005. His earlier stints have been with Asian Paints, Anuvi Chemicals, Ameya Dyechem, Galaxy Surfactants and Deepak Nitrite. He has about 20 years of experience, of which the last 2 years have been in Jubilant Ingrevia. During this time, Himanshu has handled international sales, managed large customer accounts, and demonstrated excellent customer management skills.
お知らせ • Sep 02+ 2 more updatesJubilant Ingrevia Limited Approves Appointment of Deepak Jain as CEO, Effective October 1, 2023Jubilant Ingrevia Limited announced that at its AGM held on August 31, 2023, the shareholders approved appointment of Mr. Deepak Jain as CEO of the company. Date of Appointment is October 1, 2023, Terms of appointment: Appointed for a term of 5 years; Liable to retire by rotation. Deepak has more than 18 years of rich & diverse global experience with Bain & Company where he has been working as Senior Partner responsible for APAC Advanced Manufacturing & Services practice covering Automotive, Chemical and Cement industries. He has successfully delivered several manufacturing & digital transformations, performance enhancement programs, zero-based redesign that fuels competitive advantage, and multiple strategy programs across sectors. With his deep expertise, he has been instrumental in successfully transforming various companies in the chemical industry across India and Asia Pacific. Deepak is an accomplished leader who has been recipient of multiple accolades like ET 40 under Forty and Fortune India's 40 Under 40. He is a proven thought leader having published multiple articles and reports in national print media. He is also a member of FICCI's sectoral committee for Manufacturing. Deepak is a Chemical Engineer from IIT Delhi where he earned the Silver Medalist award, and an MBA from IIM, Ahmedabad where he was an Industry Scholar.
お知らせ • Aug 08+ 2 more updatesJubilant Ingrevia Limited to Report Q2, 2024 Results on Oct 26, 2023Jubilant Ingrevia Limited announced that they will report Q2, 2024 results on Oct 26, 2023
Reported Earnings • Jul 28First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: ₹3.63 (down from ₹4.99 in 1Q 2023). Revenue: ₹10.8b (down 7.8% from 1Q 2023). Net income: ₹575.9m (down 28% from 1Q 2023). Profit margin: 5.4% (down from 6.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India.
お知らせ • Jul 18Jubilant Ingrevia Limited to Report Q1, 2024 Results on Jul 26, 2023Jubilant Ingrevia Limited announced that they will report Q1, 2024 results on Jul 26, 2023
Price Target Changed • May 18Price target decreased by 11% to ₹752Down from ₹846, the current price target is an average from 4 analysts. New target price is 92% above last closing price of ₹392. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₹25.15 for next year compared to ₹19.34 last year.
お知らせ • May 17+ 1 more updateJubilant Ingrevia Limited Announces Co-Chief Executive Officer ChangesJubilant Ingrevia Limited informed that the Board of Directors of the Company at its meeting held on, May 16, 2023, considered and approved Appointment of Mr. Chandan Singh Sengar as Co-CEO of the Company effective from May 16, 2023 for a period of 5 years. Mr. Singh is not related to any Director of the Company. Resignation of Mr. Anil Khubchandani as Co- CEO and Whole-time Director of the Company effective from the close of business hours of May 19th, 2023. Mr. Chandan Singh, 59 years, is Graduate in Science and MBA from Dr Harisingh Gaur University Sagar. Mr. Singh has done Leadership Certified qualification by Northwestern University - Kellogg School of Management, Chicago. He has also been trained in leadership at IIM Bangalore and IIM Lucknow. Mr. Chandan Singh Sengar has rich experience over 37 years in Strategic Planning, Business Processes, Global Sales & Marketing, Manufacturing Operations and has spent over 35 years of his professional career with Jubilant and erstwhile Vam Organics Limited. He has been leading the Acetyls business and is instrumental in making the company Globally second largest merchant seller of Acetic Anhydride. Chandan has successfully established global distribution of Acetyls products and manages the global sourcing of key raw materials. Before joining the Company, he had worked with JK Synthetics Limited in project purchase role. He has worked in cross functional and regional roles including Supply Chain, Manufacturing, Program Management and Business Development /Sales.
Reported Earnings • May 17Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹19.34 (down from ₹29.98 in FY 2022). Revenue: ₹48.1b (down 2.9% from FY 2022). Net income: ₹3.08b (down 36% from FY 2022). Profit margin: 6.4% (down from 9.6% in FY 2022). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India.
お知らせ • May 10Jubilant Ingrevia Limited to Report Q4, 2023 Results on May 16, 2023Jubilant Ingrevia Limited announced that they will report Q4, 2023 results on May 16, 2023
Upcoming Dividend • Feb 03Upcoming dividend of ₹2.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 February 2023. Payment date: 01 March 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: ₹5.75 (vs ₹4.31 in 3Q 2022)Third quarter 2023 results: EPS: ₹5.75 (up from ₹4.31 in 3Q 2022). Revenue: ₹11.7b (down 10% from 3Q 2022). Net income: ₹915.3m (up 33% from 3Q 2022). Profit margin: 7.9% (up from 5.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India.
お知らせ • Jan 31Jubilant Ingrevia Limited Approves Interim Dividend for the Financial Year 2022-2023, payable on or before March 1, 2023Jubilant Ingrevia Limited Board of Directors at its meeting held January 31, 2023, approved the following: Board has declared an Interim Dividend of INR 2.50 per equity share of Re. 1 each on the paid-up Equity Share capital of the Company for the Financial Year 2022-2023. the Board has fixed February 10, 2023 as ' Record date and Interim Dividend will be paid/dispatched on or before March 1, 2023.
お知らせ • Jan 24Jubilant Ingrevia Limited to Report Q3, 2023 Results on Jan 31, 2023Jubilant Ingrevia Limited announced that they will report Q3, 2023 results on Jan 31, 2023
Price Target Changed • Nov 16Price target increased to ₹980Up from ₹640, the current price target is an average from 3 analysts. New target price is 72% above last closing price of ₹570. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of ₹26.30 for next year compared to ₹29.98 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. CEO, MD & Executive Director Rajesh Srivastava is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 21Second quarter 2023 earnings released: EPS: ₹5.31 (vs ₹4.31 in 2Q 2022)Second quarter 2023 results: EPS: ₹5.31 (up from ₹4.31 in 2Q 2022). Revenue: ₹13.0b (flat on 2Q 2022). Net income: ₹842.8m (up 23% from 2Q 2022). Profit margin: 6.5% (up from 5.3% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India.
お知らせ • Oct 13Jubilant Ingrevia Limited to Report Q2, 2023 Results on Oct 20, 2022Jubilant Ingrevia Limited announced that they will report Q2, 2023 results on Oct 20, 2022
お知らせ • Sep 27Jubilant Ingrevia Limited Declares Dividend for the Financial Year Ended March 31, 2022Jubilant Ingrevia Limited at its 3rd annual general meeting held on September 26, 2022, Declaration of final dividend of INR 2.50 per equity shares, for the financial year ended March 31, 2022.
Buying Opportunity • Sep 24Now 20% undervaluedOver the last 90 days, the stock is up 3.9%. The fair value is estimated to be ₹640, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 184% over the last year. Earnings per share has grown by 5.7%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
Upcoming Dividend • Aug 16Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 25 October 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 07First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: ₹4.99. Revenue: ₹11.8b (flat on 1Q 2022). Net income: ₹793.8m (up ₹793.8m from 1Q 2022). Profit margin: 6.8% (up from null in 1Q 2022). Over the next year, revenue is forecast to grow 8.0%, compared to a 14% growth forecast for the industry in India.
お知らせ • Aug 06+ 1 more updateJubilant Ingrevia Limited Announces Final Dividend for the Financial Year Ended March 31, 2022, Will Be Paid/ Dispatched on or Before October 25, 2022Jubilant Ingrevia Limited announced that Board of Directors at its meeting fixed record date for the purpose of determining the eligibility of the shareholders for the payment of Final Dividend of INR 2.50 per equity share of INR 1 each for the Financial Year ended March 31, 2022. Record Date Wednesday, August 24, 2022. The Final dividend, if approved by the shareholders at the ensuing AGM, will be paid/dispatched on or before October 25, 2022.
お知らせ • Jul 30Jubilant Ingrevia Limited to Report Q1, 2023 Results on Aug 05, 2022Jubilant Ingrevia Limited announced that they will report Q1, 2023 results on Aug 05, 2022
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹498, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Chemicals industry in India. Total loss to shareholders of 7.4% over the past year.
Major Estimate Revision • May 19Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from ₹44.6b to ₹51.8b. EPS estimate fell from ₹31.20 to ₹30.30. Net income forecast to grow 949% next year vs 24% growth forecast for Chemicals industry in India. Consensus price target of ₹1,006 unchanged from last update. Share price rose 3.9% to ₹438 over the past week.
お知らせ • May 18+ 2 more updatesJubilant Ingrevia Limited Recommends Final Dividend for the Year Ended March 31, 2022, Payable on or Before September 8, 2022Jubilant Ingrevia Limited announced that the Board of Directors of the company at its meeting held on May 17, 2022, recommended final dividend of INR 2.50 per equity share of INR 1 each for the year ended March 31, 2022. The dividend, if approved by the shareholders at the upcoming Annual General Meeting of the company, will be paid /dispatched on or before September 8, 2022.
Price Target Changed • Apr 27Price target increased to ₹893Up from ₹640, the current price target is provided by 1 analyst. New target price is 80% above last closing price of ₹495. Stock is up 49% over the past year. The company is forecast to post earnings per share of ₹35.80 for next year compared to ₹20.77 last year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 12 new directors who have joined the board in the last 3 years. The company's board is composed of: 12 new directors. No experienced directors. No highly experienced directors. President & Chief of Operations and Whole-Time Director Anant Pande is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Mar 31High number of new and inexperienced directorsThere are 12 new directors who have joined the board in the last 3 years. The company's board is composed of: 12 new directors. No experienced directors. No highly experienced directors. President & Chief of Operations and Whole-Time Director Anant Pande is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 03Jubilant Ingrevia Limited Declares the Interim Dividend for the Financial Year 2021-22, Payable on or Before March 2, 2022Jubilant Ingrevia Limited declared the Interim Dividend of INR 2.50 per equity share of Re. 1 each on the paid-up Equity Share capital of the Company for the Financial Year 2021-22. In terms of Regulation 42 of the Listing Regulations, the Board has fixed February 11, 2022 as the `Record Date' for the purpose of ascertaining eligibility of the shareholders for payment of Interim Dividend. The Interim Dividend will be paid/dispatched on or before March 2, 2022.
