Jubilant Agri Q2 net profit soars 71% YoY; Board clears demerger and ₹50 cr capacity expansion

Jubilant Agri and Consumer ProductsLtdreported a strong set of numbers for the second quarter ended September 2025, with consolidated net profit surging 71.24% year-on-year (YoY) to ₹42.28 crore, compared

to ₹24.69 crore in the same period last year.

Revenue rose 26.1% YoY to ₹511.8 crore from ₹406 crore, while EBITDA grew 53.6% to ₹62.8 crore against ₹40.8 crore in Q2 FY24.

The company’s EBITDA margin improved to 12.27% from 10.07% in the previous year, reflecting operational efficiencies and a better product mix.

Board approves capacity expansion at Vadodara facility

The Board approved the expansion of the company’s Performance Polymers manufacturing capacity by setting up a new facility at its Samlya (Savli), Vadodara site.

The company currently has a total manufacturing capacity of 80,000 metric tonnes per annum (MTPA), operating at around 79% utilisation. Under the new plan, Jubilant Agri will add 30,000 MTPA of additional capacity over the next 12 months, with an estimated investment of around ₹50 crore.

The expansion is aimed at meeting the growing demand for Performance Polymers and strengthening the company’s presence in the specialty chemicals segment.

Board approves demerger of Agri business

The company’s board of directors has also approved the demerger between Jubilant Agri and Consumer Products Ltd and Jubilant Agri Solutions Ltd.

The proposed scheme will now seek necessary approvals from shareholders, creditors, stock exchanges (BSE, NSE), SEBI, and the National Company Law Tribunal (NCLT).

As stated in the exchange filing, for FY2025, the Agri Division contributed ₹4,568 million, accounting for 29.65% of the company’s total standalone turnover (net of inter-segment revenue).

Rationale for demerger

The company stated that its operations span two distinct divisions —

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  Performance Polymers and Chemicals, including adhesives, coatings, industrial and food polymers, and specialty chemicals; and

  
  


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  Agri Division, which covers fertilisers, crop nutrition products, bio-catalysts, biostimulants, and plant growth regulators.

  
  

According to the company, both businesses operate in different market environments, customer segments, and regulatory frameworks, with separate growth trajectories and risk profiles. The demerger aims to unlock value and enable each entity to focus on its core business strategies independently.

Share exchange ratio

According to the exchange filing, under the approved scheme, shareholders of Jubilant Agri and Consumer Products Ltd will receive “1 (one) fully paid-up equity share of ₹10 each of the resulting company for every 1 (one) fully paid-up equity share of ₹10 each held in the demerged company.”

Shares of Jubilant Agri and Consumer ProductsLtd ended lower on Tuesday, November 4, by 2.44% at ₹2,400 on the NSE.

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