Jubilant Agri And Consumer Products Ltd.

•

jacpl.co.inBSE: 544355NSE: JUBLCPL

Market Cap₹ 3,378 Cr.

Current Price

High / Low₹ 2,975 / 1,460

Stock P/E25.8

Book Value₹ 323

Price to Book5.10

Dividend Yield0.00 %

ROCE41.7 %

ROE33.7 %

Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Performance Polymers: 63.5% • P&K Fertilizers: 35.9% • Agri Products: 0.6%

AI Sector View

AI GENERATED

Chemicals

Hold

The available domestic chemical proxies are mixed to weak. Fertilizers output was -8.0% YoY (2026-07) and sale quantity of fertilisers was 0.0% YoY (2026-05), although that high-frequency barometer is stale. FPI positioning is less negative than before, with net 3-month outflow only INR -11 crore versus INR -1229 crore in the prior 3 months to 2026-08-31, but the weak sector driver argues for a neutral stance.

Confidence

55%

View full sector analysis →

PROS

Company is almost debt free
Company has a healthy return on capital (ROCE) of 30.7%
Company has a good return on equity (ROE) track record: 3 Years ROE 26.3%
Company has delivered good sales growth of 24.5% CAGR over last 5 years
Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.18x)
Operating margins have improved to 10.6% from 7.4%

CONS

Promoter holding has decreased over last 2 years: -25.6pp
Receivables are growing faster than sales - a possible quality concern
Equity base is being diluted - shares outstanding up 170.1%
Recurring exceptional / one-off items are inflating headline profit
Stock is trading at 5.1x its book value

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

ChemicalsChemicalsChemicals

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	SOLARINDS	20550.00	93.38	185957.06	0.05	666.37	88.98	3668.20	70.26	38.16	27.91
2.	PIDILITIND	1636.40	62.88	166565.83	1.31	8835.10	1202.86	45515.50	1112.74	32.38	26.28
3.	SRF	2597.00	35.61	76981.53	0.35	758.87	75.53	5033.26	34.63	14.21	24.57
4.	FLUOROCHEM	4731.25	84.51	51972.78	0.06	219.00	19.02	1588.00	23.97	9.58	26.83
5.	NAVINFLUOR	8538.25	55.47	43808.15	0.18	243.31	107.67	1045.08	44.07	21.39	34.17
6.	GODREJIND	1138.55	32.62	38352.18	0.00	523.36	-27.85	5448.09	22.16	10.64	12.82
7.	DEEPAKNTR	1733.65	30.19	23645.78	0.43	345.01	207.36	2577.60	36.39	11.58	20.96
8.	AETHER	1646.05	92.89	21847.67	0.00	62.75	33.45	326.56	27.49	11.65	31.47
9.	ATUL	6484.40	24.00	19091.21	0.46	253.93	91.85	1847.95	25.03	15.05	21.41
10.	AARTIIND	505.45	34.53	18334.02	0.20	155.00	260.47	2387.00	42.42	6.95	16.00
11.	DEEPAKFERT	1417.10	18.24	17949.40	0.71	490.04	100.95	3256.26	22.47	12.12	25.96
12.	JUBLCPL	2229.15	26.01	3377.72	0.00	46.11	4.49	523.18	18.59	41.68	12.99

Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	286	290	353	401	393	389	433	514	435	470	519
	260	277	311	360	360	365	374	446	398	442	458
Operating Profit	-66	40	43	42	34	25	60	68	31	27	68
OPM %	-23.08%	13.83%	12.27%	10.57%	8.77%	6.47%	13.92%	13.33%	7.13%	5.75%	13.02%
Other Income	0	0	1	0	0	1	2	0	0	2	1
Interest	4	5	4	4	3	2	2	1	2	2	2
Depreciation	4	4	4	4	4	4	4	4	5	5	5
	-28	18	36	34	28	19	56	63	28	24	61
Tax %	26.25%	23.34%	25.35%	25.72%	22.91%	23.38%	24.95%	25.59%	26.28%	25.70%	25.35%
Net Profit	-20	14	27	25	22	15	42	47	21	17	46
	-13	9	18	17	14	10	28	31	14	11	3
Equity Capital	15	15	15	15	15	15	15	15	15	15	15
Reserves	0	0	0	0	0	0	0	0	0	0	0
Promoter Pledge %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	481	446	548	539	622	1,155	1,437	1,226	1,541	1,857	1,938
	442	415	511	487	572	1,053	1,333	1,122	1,395	1,660	1,745
Operating Profit	40	32	38	54	53	103	106	106	148	201	—
OPM %	8	7	7	10	8	9	7	9	10	11	—
Other Income	1	2	1	2	3	1	3	1	2	4	3
Interest	35	32	31	23	17	15	20	20	14	8	7
Depreciation	9	9	9	11	13	13	14	15	16	18	19
	-4	-9	-1	20	23	75	71	37	118	171	176
Tax %	23	20	-231	-2	146	24	26	31	25	26	26
Net Profit	-3	-7	-4	20	-11	57	53	26	89	128	131
EPS	-642	-1,442	-102	55	-21	101	94	46	59	84	—
Dividend Payout %	0	0	0	0	0	0	0	0	0	0	—
Minority Interest	0	0	0	0	0	0	0	0	0	0	0
Share of Associates	0	0	0	0	0	0	0	0	0	0	0
Adjusted EPS	-642	-1,442	-30	42	-19	101	94	46	59	84	—

COMPOUNDED SALES GROWTH

10 Years:: 13%
5 Years:: 24%
3 Years:: 9%

COMPOUNDED PROFIT GROWTH

10 Years:: —
5 Years:: —
3 Years:: 34%

STOCK PRICE CAGR

10 Years:: —
5 Years:: —
3 Years:: —
1 Year:: -20%

RETURN ON EQUITY

10 Years:: 30%
5 Years:: 32%
3 Years:: 26%
Last Year:: 34%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
LIABILITIES	-	-	-	-	-	-	-	-	-	-
Equity Capital	0	0	1	5	6	6	6	6	15	15
	-71	-78	-65	85	85	140	193	218	299	428
	94	75	39	46	40	91	146	119	47	25
Trade Payables	65	68	82	83	112	273	173	188	162	210
	243	262	248	117	124	131	142	202	206	249
Total Liabilities	332	328	306	336	368	641	659	732	728	927
ASSETS	-	-	-	-	-	-	-	-	-	-
	131	124	123	139	140	153	170	171	180	201
Capital Work in Progress	3	6	5	9	0	0	5	5	19	27
	0	0	0	0	0	0	0	0	1	1
	52	64	57	69	77	210	171	225	179	204
	0	0	0	0	0	0	0	252	293	411
Cash & Bank	3	6	2	2	6	1	1	11	5	5
	144	127	119	117	143	276	313	68	50	78
Total Assets	332	328	306	336	368	641	659	732	728	927
Total Debt	299	304	247	181	139	146	170	143	56	28
Net Working Capital	-39	-7	-10	-22	-16	33	70	95	161	261
Contingent Liabilities	81	151	94	79	94	66	96	97	24	21
Book Value per Share	-14196.60	-15594.40	-439.65	187.56	160.89	259.27	353.45	398.71	208.32	292.73
Face Value	10.00	10.00	10.00	10.00	10.00	10.00	10.00	10.00	10.00	10.00

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	49	42	74	51	60	28	17	79	131	75
Cash from Investing	-13	-6	-7	-19	-8	-22	-19	-21	-35	-40
Cash from Financing	-37	-32	-71	-32	-49	-10	1	-47	-104	-36
	-0	4	-5	-0	3	-4	-0	11	-7	-0
Free Cash Flow	49	37	67	20	56	5	-13	68	92	30
OCF / Net Profit	-15.33	-5.76	-17.09	2.55	-5.56	0.50	0.33	3.07	1.48	0.59
Cumulative 5-Year FCF	0	0	0	0	229	184	134	136	208	182

Ratios

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
PER SHARE
EPS (₹)	-642.00	-1441.60	-29.92	41.98	-19.32	101.05	94.23	45.82	58.88	84.24
Book Value (₹)	-14196.60	-15594.40	-439.65	187.56	160.89	259.27	353.45	398.71	208.32	292.73
Dividend per Share (₹)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Cash EPS (₹)	1152.60	351.60	32.36	65.94	3.16	123.66	119.56	72.65	69.57	95.99
PROFITABILITY
Operating Margin %	7.77%	7.08%	7.01%	9.96%	8.50%	8.90%	7.37%	8.51%	9.47%	10.59%
Net Margin %	-0.62%	-1.58%	-0.79%	3.71%	-1.74%	4.91%	3.68%	2.10%	5.76%	6.87%
ROE %	0.00%	0.00%	0.00%	153.40%	-12.07%	48.10%	30.76%	12.18%	33.01%	33.70%
ROCE %	11.42%	10.22%	14.32%	18.60%	16.08%	34.45%	27.58%	15.38%	35.01%	41.71%
	-0.95%	-2.18%	-1.36%	6.24%	-3.08%	11.24%	8.14%	3.70%	12.15%	15.42%
EFFICIENCY
Debtor Days	79	88	66	66	62	53	63	78	65	69
Inventory Days	36	47	40	43	43	45	48	59	48	38
Payable Days	83	105	86	102	106	99	87	94	74	67
	32	29	20	6	-1	-1	24	43	39	39
FINANCIAL HEALTH
Debt to Equity (x)	-4.22x	-3.90x	-3.90x	2.03x	1.54x	1.00x	0.86x	0.64x	0.18x	0.06x
Interest Coverage (x)	0.88x	0.72x	0.96x	1.86x	2.41x	5.99x	4.54x	2.83x	9.48x	22.04x
	0.83x	0.97x	0.95x	0.89x	0.93x	1.07x	1.17x	1.21x	1.45x	1.62x
GROWTH
Revenue Growth %	-14.14%	-7.37%	23.06%	-1.62%	15.28%	85.78%	24.36%	-14.65%	25.65%	20.55%
Operating Profit Growth %	30.83%	-19.95%	19.12%	39.87%	-1.70%	94.57%	3.03%	-0.08%	39.46%	36.05%
Net Profit Growth %	76.08%	-124.55%	40.26%	564.35%	-154.18%	623.18%	-6.75%	-51.38%	245.21%	43.87%
	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-51.38%	28.51%	43.06%
VALUATION
P/E (x)	0.00x	0.00x	0.00x	0.00x	0.00x	0.00x	0.00x	0.00x	21.36x	17.71x
P/B (x)	0.00x	0.00x	0.00x	0.00x	0.00x	0.00x	0.00x	0.00x	6.04x	5.10x
Dividend Yield %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
	0.00x	0.00x	0.00x	0.00x	0.00x	0.00x	0.00x	1.30x	13.18x	11.37x

Shareholding Pattern

Numbers in percentages

	Mar 2022	Mar 2023	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	100.00	100.00	74.78	74.78	74.78	74.78	74.37	74.36	74.36
	0.00	0.00	0.18	0.13	0.15	0.25	0.24	0.27	0.22
	0.00	0.00	0.15	0.08	0.08	0.12	0.15	0.14	0.23
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	0.00	0.00	24.89	25.01	24.99	24.85	25.24	25.24	25.20

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-01

Shareholders meeting

2026-09-01 - JUBLCPL: Jubilant Agri and Consumer Products Limited has informed the Exchange regarding Proceedings of 18th Annual General Meeting of the Company held on September 01, 2026, and has submitted the Exchange a copy of Scrutinizers report along with Voting Results.

2026-08-19

Pendency of Litigation(s)/dispute(s) or the outcome impacting the Company

2026-08-19 - Jubilant Agri and Consumer Products Limited has informed the Exchange about Pendency of Litigation(s)/dispute(s) or the outcome impacting the Company

2026-08-12

Copy of Newspaper Publication

2026-08-12 - Jubilant Agri and Consumer Products Limited has informed the Exchange about Copy of Newspaper Publication.

2026-08-11

Updates

2026-08-11 - Jubilant Agri and Consumer Products Limited has informed the Exchange regarding 'Investors Presentation'.

2026-08-11

Outcome of Board Meeting

2026-08-11 - Jubilant Agri and Consumer Products Limited has submitted to the Exchange regarding Un-audited Standalone and Consolidated Financial Results for the period ended Jun 30, 2026.

2026-08-11

Updates

2026-08-11 - Jubilant Agri and Consumer Products Limited has informed the Exchange regarding 'Grant of ESOP'.

2026-08-10

Copy of Newspaper Publication

2026-08-10 - Jubilant Agri and Consumer Products Limited has informed the Exchange about Copy of Newspaper Publication with respect to 18th AGM of the Company.

2026-08-08

General Updates

2026-08-08 - JUBLCPL: Jubilant Agri and Consumer Products Limited has informed the Exchange about dispatch of letters to Shareholders of the Company for Annual Report of the Company for FY 2025-26.

2026-08-08

Shareholders meeting

2026-08-08 - Jubilant Agri and Consumer Products Limited has informed the Exchange regarding Notice of 18th Annual General Meeting to be held on September 01, 2026

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