Jubilant Agri and Consumer Products Ltd

Jubilant Agri and Consumer Products Ltd has received an order from the Hon'ble NCLT, Allahabad Bench, dated October 08, 2026, regarding the second motion petition for a Scheme of Arrangement for demerger. The NCLT has directed the issuance of notices to statutory and regulatory authorities to invite their representations on the proposed demerger of Jubilant Agri Solutions Limited (JASL) from the company. The next hearing date is scheduled for December 03, 2026. This is a procedural step in the demerger process.

Jubilant Agri and Consumer Products Ltd has announced the closure of its trading window for designated persons and their immediate relatives. This closure is in accordance with the company's code of conduct for preventing insider trading. The window will be shut from Thursday, October 01, 2026, and will reopen 48 hours after the announcement of the un-audited financial results for the quarter and half-year ending September 30, 2026. The company will inform the stock exchanges about the date of the board meeting to approve these financial results in due course. The intimation is also available on the company's website.

Jubilant Agri and Consumer Products Ltd announced that its unsecured creditors have approved the Scheme of Arrangement for Demerger between Jubilant Agri and Consumer Products Limited and Jubilant Agri Solutions Limited. The resolution was passed with the requisite majority at a meeting held on September 5, 2026. This approval is a significant step in the demerger process, which is being conducted under the provisions of Sections 230 to 232 of the Companies Act, 2013, following an order from the National Company Law Tribunal (NCLT), Allahabad Bench. The company has submitted the voting results and the Scrutinizer's Report to the stock exchanges.

Jubilant Agri and Consumer Products Ltd held an NCLT-convened meeting of its unsecured creditors on September 5, 2026. The meeting, held pursuant to an NCLT order, was to consider and approve a Scheme of Arrangement for Demerger between Jubilant Agri and Consumer Products Ltd and Jubilant Agri Solutions Ltd. The meeting was attended by 24 unsecured creditors. The salient features of the scheme were explained, and queries were addressed. The voting results will be announced on stock exchange websites and the company's website.

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.