Jubilant Agri and Consumer Products Ltd

Jubilant Agri and Consumer Products Ltd has received a Show Cause Notice (SCN) from the Principal Commissioner – Central GST (Audit) Commissionerate, Ludhiana, proposing a GST demand of ₹5,09,04,134. The notice alleges a demand of 18% GST on an amount presumed to be turnover on which tax has not been paid, based on a memorandum GL named "Invoices to be Sent" for FY 2020-21 to FY 2023-24. The company believes the SCN is based on an incorrect understanding of facts and plans to file a detailed reply within the prescribed timelines. Jubilant Agri does not anticipate any financial implications from this notice.

Jubilant Agri and Consumer Products Ltd has announced its un-audited financial results for the quarter ended June 30, 2026. The company has released an investor presentation detailing both standalone and consolidated financial performance for the period. The presentation is available on the company's website. Key operational highlights mentioned include strong market positions in Agri-Products, Food Polymers, Latex, and Consumer Products, alongside robust R&D and a wide distribution network.

Jubilant Agri and Consumer Products Ltd announced its un-audited standalone and consolidated financial results for the quarter ended June 30, 2026. The Board of Directors approved these results at a meeting held on August 11, 2026. The company has also made these results available on its website. The limited review reports from the auditors are enclosed with the financial results.

Jubilant Agri and Consumer Products posted consolidated revenue of ₹523.18 Cr for Q1 FY27 (quarter ended June 30, 2026), up 18.4% YoY from ₹441.95 Cr but only 7.8% QoQ from ₹485.20 Cr. Consolidated PAT was ₹46.11 Cr, up just 4.5% YoY from ₹44.13 Cr — trailing revenue growth by roughly 14 percentage points — though it jumped 131% QoQ off a weak ₹19.93 Cr base in Q4 FY26, a base-effect swing rather than a trend signal (that quarter also carried a ₹1.19 Cr exceptional charge, absent this quarter). Consolidated basic EPS was ₹30.43 versus ₹29.29 a year ago. Standalone PAT (excluding the two subsidiaries) grew a slightly faster 7.5% YoY to ₹45.53 Cr from ₹42.35 Cr — a modest ~3-point divergence from the consolidated print, not a materially different story. The gap between revenue and profit growth is a margin story. Consolidated net margin compressed to 8.81% from 9.94% a year ago, and the PBT margin (before exceptional items) fell to 11.77% from 13.17%. The driver sits on the cost-of-materials line: cost of materials consumed rose 40% YoY (₹318.95 Cr vs ₹227.83 Cr), pushing the materials-to-revenue ratio from roughly 52.5% to 61.5%. At the segment level, Performance Polymers & Chemicals — the growth engine — grew revenue 27.9% YoY to ₹398.40 Cr with segment PBIT up ~20% to ₹65.36 Cr, but the P&K Fertilizers segment's PBIT collapsed 61% YoY to ₹5.04 Cr from ₹13.00 Cr even as fertilizer segment revenue slipped 2.6% YoY (₹135.48 Cr vs ₹139.11 Cr) — fertilizers, not polymers, is where the margin pressure concentrated. Management gives no formal guidance on record, and no management press-release commentary beyond the regulatory filing was available. A web search found no analyst/consensus estimates for this small-cap stock this quarter, so vsStreet and vsGuidance are both unknown. Separately, the company's demerger of its Agri Division into Jubilant Agri Solutions Ltd continues to progress: following NOCs from NSE/BSE in April 2026, the Allahabad Bench of the NCLT ordered (July 8, 2026) that shareholder and unsecured-creditor meetings be held September 5, 2026 to approve the scheme — a structural change that will eventually separate the polymers/chemicals business from the fertilizer and agri-nutrients business reported here, with no P&L impact this quarter.

Jubilant Agri and Consumer Products Ltd has dispatched letters to shareholders for the FY 2025-26 Annual Report. Shareholders without registered email addresses will receive a letter with a web link and QR code to access the report and the Notice of the 18th Annual General Meeting (AGM). The AGM is scheduled for Tuesday, September 01, 2026, at 11:00 AM IST, to be held via Video Conferencing. E-voting will commence on Saturday, August 29, 2026, and conclude on Monday, August 31, 2026. The company also noted that 62,930 Equity Shares pertaining to 1,980 shareholders are in a Demat Suspense Escrow account as of March 31, 2026.

Jubilant Agri and Consumer Products Ltd (JACPL) has filed its Annual Report for the Financial Year 2025-26. This filing is in continuation of the notice regarding the 18th Annual General Meeting (AGM) scheduled for September 1, 2026. The report, submitted as per Listing Regulations, details the company's performance across its Performance Polymers & Chemicals and Agri Products verticals. JACPL operates four manufacturing locations with eight plants and derives 15% of its revenue from exports. The report is being sent electronically to members with registered email addresses and a web-link is provided for others. The company's registered office is in Gajraula, Uttar Pradesh, with corporate offices in Gurugram.

Jubilant Agri and Consumer Products Ltd has announced its 18th Annual General Meeting (AGM) will be held on September 01, 2026, at 11:00 AM IST via Video Conference (VC) / Other Audio Visual Means (OAVM). The AGM will cover ordinary business, including the adoption of audited standalone and consolidated financial statements for FY 2025-26, and the re-appointment of a director. Special business includes seeking approval for the payment of commission to Independent Directors, not exceeding ₹5,00,000 per annum each, and ratification of the remuneration of the Cost Auditor. The Annual Report for FY 2025-26 is available on the company's website.

Jubilant Agri and Consumer Products Ltd has announced that its Board of Directors will convene on August 11, 2026. The primary agenda for this meeting is to consider and approve the Un-audited Standalone and Consolidated Financial Results for the first quarter ended June 30, 2026. This announcement is made in compliance with SEBI's Listing Obligations and Disclosure Requirements. The company has also made this information available on its official website.

Jubilant Agri and Consumer Products Ltd has convened a meeting of its unsecured creditors on September 05, 2026, at 12:30 PM IST in Gajraula, Uttar Pradesh. The meeting, directed by the Hon'ble National Company Law Tribunal (NCLT), Allahabad Bench, is to consider and approve a proposed Scheme of Arrangement for Demerger under Sections 230-232 of the Companies Act, 2013. The company has dispatched notices and explanatory statements to creditors with outstanding debt exceeding ₹1,00,000 as of March 31, 2026. The full scheme details, financial statements, and related reports are available on the company's website.

Jubilant Agri and Consumer Products Ltd has announced a meeting of its equity shareholders, convened by the Hon'ble National Company Law Tribunal (NCLT), Allahabad Bench. The meeting, scheduled for September 05, 2026, will seek approval for a proposed Scheme of Arrangement for Demerger under Sections 230-232 of the Companies Act, 2013. Shareholders can participate through remote e-voting or in-person voting at the venue. The notice, along with an explanatory statement and scheme details, has been dispatched to shareholders and uploaded on the company's website. The demerger involves Jubilant Agri Solutions Limited as the resulting company.