Jubilant Ingrevia
Specialty chemicals, life science and nutrition with semiconductor chemistry potential.
Quality of growth, returns, cash conversion and balance sheet
Trend, momentum, volume and relative strength composite
Higher = cheaper vs peers and own history
Blended decision input
What's real, what's pending, on this page
- · Live price, day change, market cap — NSE direct
- · 1Y OHLCV, RSI(14), 50/200 DMA, 1M/3M/1Y returns, RS vs Nifty — computed from real NSE OHLCV
- · Sector P/E — NSE direct
- · Promoter %, pledge %, MF/FII/public split, 9-quarter history — Trendlyne
- · Earnings call AI summaries — Trendlyne (where available)
- · Technical (TQ-100) score — computed from real OHLCV
- · Annual revenue / EBITDA / PAT / OCF / FCF / equity / assets — Trendlyne (audited annuals)
- · Segment classification + semicon directness score — analyst seed
- · Bull/bear case + monitorables (curated thesis) — analyst seed
- · Governance risk score (seed) — being replaced by AI-agent assessment
- · Synthesized 5Y forecast removed entirely (was inaccurate)
Growth 20 / Margin 15 / ROC 20 / Cash 15 / Leverage 10 / Reinvestment 8 / Accounting 7 / Governance 5 minus red flags (capped -20).
- − Declining revenueRev 1Y -0.0%-4
Computed from real 1Y OHLCV pulled from NSE direct: trend, momentum, volume, RS vs Nifty, MA cluster, mean reversion, volatility, patterns minus red flags.
AI research agents
Re-classify segment exposure and re-assess governance risk by running fresh AI agents on the latest data. Results cache to data/agents.json.
AI thesis
Generates a fresh thesis grounded in this company's data. Wires to Anthropic when ANTHROPIC_API_KEY is set, otherwise returns a deterministic mock.
Curated thesis
Analyst-set bull, bear and monitorables · use AI thesis above for a fresh take
Recovering specialty chemicals franchise with optionality; semicon angle incremental.
- +Specialty mix recovery
- +Reasonable valuation
- +Improving ROCE
- −Weak ROCE history
- −Complex portfolio
- −Volume volatility
Semiconductor exposure
How direct, how visible
Financial snapshot
Latest reported metrics · mock data, ready for live financials
Extracted from Trendlyne · audited annuals · TTM + last 6 fiscal years
| Line | TTM | FY25 | FY24 | FY23 | FY22 | FY21 | FY20 |
|---|---|---|---|---|---|---|---|
| Revenue | ₹4.1k cr | ₹4.0k cr | ₹4.0k cr | ₹4.6k cr | ₹4.9k cr | ₹671 cr | — |
| ↳ YoY growth | +2.1% | -0.0% | -12.4% | -6.1% | +628.2% | — | — |
| EBITDA | ₹556 cr | ₹438 cr | ₹526 cr | ₹842 cr | ₹99 cr | ₹-0 cr | — |
| ↳ EBITDA margin | 13.5% | 10.9% | 13.1% | 18.3% | 2.0% | -0.0% | — |
| PAT | ₹253 cr | ₹263 cr | ₹163 cr | ₹253 cr | ₹452 cr | ₹39 cr | ₹-0 cr |
| ↳ PAT margin | 6.2% | 6.5% | 4.0% | 5.5% | 9.3% | 5.7% | — |
| OCF | ₹441 cr | ₹394 cr | ₹446 cr | ₹587 cr | ₹104 cr | — | — |
| ↳ OCF / EBITDA | 79.4% | 89.8% | 84.8% | 69.7% | 104.9% | — | — |
| FCF (= OCF − capex) | ₹231 cr | ₹-70 cr | ₹-30 cr | ₹366 cr | ₹75 cr | — | — |
| Total Equity | ₹2.4k cr | ₹2.2k cr | ₹2.2k cr | ₹2.0k cr | ₹1.6k cr | ₹-0 cr | — |
| Total Assets | ₹4.5k cr | ₹4.3k cr | ₹4.1k cr | ₹3.7k cr | ₹3.2k cr | ₹0 cr | — |
| ↳ ROE | 10.3% | 11.7% | 7.5% | 12.8% | 28.7% | -38600.0% | — |
| ↳ ROA | 5.6% | 6.1% | 4.0% | 6.9% | 14.0% | 38600.0% | — |
From Trendlyne · 9 quarters · synced Invalid Date
- ·Promoter cut from 51.5% to 45.2% in Jun 2025 (6pp dilution)
- ·Pledge has GROWN from 2.2% to 7.6% over 4 quarters — concerning
Capital allocation, debt discipline, alignment, governance composite. Computed from disclosed metrics.
What the market is pricing in versus our read, and what would invalidate the thesis.
Steady but unspectacular execution. Multiples reflect mid-pack expectations.
Consensus appears reasonable. Look for thesis-changing catalysts (margin inflection, new customer wins, segment mix shift) rather than narrative re-rating alone.
- ×Demand cycle softens enough to derail margin expansion
References
Wire to live data sources in production