{"id":127005,"date":"2022-02-02T06:33:29","date_gmt":"2022-02-02T11:33:29","guid":{"rendered":"https:\/\/44.250.171.167\/?p=127005"},"modified":"2022-10-05T06:15:15","modified_gmt":"2022-10-05T10:15:15","slug":"jubilant-ingrevia-ltd-q3-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/jubilant-ingrevia-ltd-q3-fy22-earnings-conference-call-insights\/","title":{"rendered":"Jubilant Ingrevia Ltd Q3 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe loading=\"lazy\" class=\"youtube-player\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/VEV5IjVrTNI?version=3&#038;rel=1&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;fs=1&#038;hl=en-US&#038;autohide=2&#038;wmode=transparent\" allowfullscreen=\"true\" style=\"border:0;\" sandbox=\"allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox\"><\/iframe><\/span><\/p>\n<p><strong>Key highlights from Jubilant Ingrevia Ltd (<a href=\"https:\/\/44.250.171.167\/symbol\/JUBLINGREA\/\">JUBLINGREA<\/a>) Q3 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Management Update:<\/strong><\/p>\n<ul>\n<li>JUBLINGREA commented that with its capex plans shaping up, it is on course of doubling the revenue by FY26 from the base of FY21. For FY23 capex is expected to be around INR300 crore.<\/li>\n<\/ul>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Siddharth from Equirus asked about the impact of the removal of import duty on acetic acid and methanol for the company and the industry. Rajesh Srivastava MD said that in methanol the duty declined from 5% to 2.5% and acetic acid from 7.5% to 5%. This will impact domestic sales, mainly in methanol. But in acetic acid most of the duty that goes down will have less impact as it is passed down to the customer.<\/li>\n<\/ul>\n<ul>\n<li>Siddharth from Equirus also enquired about the reason for margin improvement in the nutrition segment in 3Q compared to 2Q and capacity utilization. Rajesh Srivastava MD said that one reason was that the price realization was better and also the volumes were better. On capacity utilization, the company was at 70% last year. In 3Q, the utilization was 80-82%.<\/li>\n<\/ul>\n<ul>\n<li>Kaustav Bubna of Rare Enterprises asked about supply situation on global acetic acid plants. \u00a0Rajesh Srivastava MD replied that on acetic acid the supply situation has been better during quarter end and hence the prices are getting softer. There is a capacity in China that was not running for long time and has now started and is now releasing some pressure on availability.<\/li>\n<\/ul>\n<ul>\n<li>Ranvir Singh from Sunidhi Securities asked if the company is expecting similar kind of EBITDA margin for the full year as in the nine-months. Rajesh Srivastava MD said that committing margin is difficult. However, demand is stable and in pricing there is no challenge and availability also is not an issue in the nutrition business.<\/li>\n<\/ul>\n<ul>\n<li>Rohan Gupta from Edelweiss asked that if the company can share the full revenue potential from Diketene at 6,000 tonne Phase 1 plant. Rajesh Srivastava MD said that the company\u2019s both Phase 1 and Phase 2 of Diketene should give the revenue close to INR300 crore combined.<\/li>\n<\/ul>\n<ul>\n<li>Prakash Kapadia from Anived Portfolio Management \u00a0asked about the dividend payout policy. Prakash Bisht CFO said that the company considers both external and internal factors while deciding the dividend. In internal factors, the company sees what are the growth products and cash flow situation. And in external factors, the company sees the overall environment. Prakash added that the company also looks into profit that needs to get distributed.<\/li>\n<\/ul>\n<ul>\n<li>Alisha Mahawla from Envision Capital asked about the reason for growth in the specialty chemical business from 2Q to 3Q. Rajesh Srivastava MD answered that for some of the products demand has increased and there has been some debottlenecking of capacity. Secondly, for the existing products volume requirements increased, while thirdly, it\u2019s the pricing that has been better.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Jubilant Ingrevia Ltd (JUBLINGREA) Q3 FY22 Earnings Concall Management Update: JUBLINGREA commented that with its capex plans shaping up, it is on course of doubling the revenue by FY26 from the base of FY21. For FY23 capex is expected to be around INR300 crore. Q&amp;A Highlights: Siddharth from Equirus asked about the [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5747],"tags":[8157,9138],"class_list":["post-127005","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-healthcare-stocks","tag-healthcare","tag-pharma"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":129589,"url":"https:\/\/alphastreet.com\/india\/jubilant-ingrevia-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":127005,"position":0},"title":"Jubilant Ingrevia Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"May 18, 2022","format":false,"excerpt":"https:\/\/youtu.be\/q-jII_ukXcc Key highlights from Jubilant Ingrevia Ltd (JUBLINGREA) Q4 FY22 Earnings Concall Management Update: JUBLINGREA said it recorded the highest ever revenue of INR4,949 crore and highest ever EBITDA of INR863 crore in FY22, which is a growth of 42% and 38%, respectively over FY21. JUBLINGREA also commented that estimated\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":135314,"url":"https:\/\/alphastreet.com\/india\/jubilant-ingrevia-ltd-q2-fy23-earnings-conference-call-insights\/","url_meta":{"origin":127005,"position":1},"title":"Jubilant Ingrevia Ltd Q2 FY23 Earnings Conference Call Insights","author":"Praveen","date":"November 1, 2022","format":false,"excerpt":"Key highlights from Jubilant Ingrevia Ltd (JUBLINGREA) Q2 FY23 Earnings Concall Management Update: [00:10:34] JUBLINGREA expects its 2H23 performance to be better than 1H23, assuming no unexpected adverse events. [00:11:06] JUBLINGREA continues the efforts towards improving its revenue mix of Specialty and Nutrition segment to 65% by FY27 from 46%\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":143010,"url":"https:\/\/alphastreet.com\/india\/earnings-summary-of-jubilant-ingrevia-limited-for-q3-fy23\/","url_meta":{"origin":127005,"position":2},"title":"Earnings Summary Of Jubilant Ingrevia Limited For Q3 FY23","author":"Hardik Bhandare","date":"February 28, 2023","format":false,"excerpt":"Jubilant Ingrevia Limited (NSE: JUBLINGREA) is an integrated pharmaceutical and life sciences company headquartered in Noida, India. The company operates in the specialty chemicals, life sciences, and pharma segments. Jubilant Ingrevia has manufacturing facilities in India and North America and a global sales network covering over 100 countries. The company's\u2026","rel":"","context":"In &quot;Earnings&quot;","block_context":{"text":"Earnings","link":"https:\/\/alphastreet.com\/india\/category\/earnings\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":146444,"url":"https:\/\/alphastreet.com\/india\/jubilant-ingrevia-ltd-jublingrea-q4-fy23-earnings-concall-transcript\/","url_meta":{"origin":127005,"position":3},"title":"Jubilant Ingrevia Ltd (JUBLINGREA) Q4 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"May 17, 2023","format":false,"excerpt":"Jubilant Ingrevia Ltd (NSE:JUBLINGREA) Q4 FY23 Earnings Concall dated May. 16, 2023. Corporate Participants: Pavleen Singh Taneja\u00a0--\u00a0Director, Investor Relations Shyam S. Bhartia\u00a0--\u00a0Chairman Rajesh Srivastava\u00a0--\u00a0Chief Executive Officer and Managing Director Prakash C. Bisht\u00a0--\u00a0President and Chief Financial Officer Analysts: Harsh Shah\u00a0--\u00a0Dimensional Securities -- Analyst Naushad Chaudhary\u00a0--\u00a0Aditya Birla -- Analyst Siddharth Gadekar\u00a0--\u00a0Equirus Capital\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":127046,"url":"https:\/\/alphastreet.com\/india\/balaji-amines-limited-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":127005,"position":4},"title":"Balaji Amines Limited Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"February 4, 2022","format":false,"excerpt":"https:\/\/www.youtube.com\/watch?v=4_xwTqXvZTU Key highlights from Balaji Amines Limited (BALAMINES) Q3 FY22 Earnings Concall Management Update: The company expects operating margins to inch upwards in coming quarters on back of moderation in prices of key raw materials, favorable product pricing and better product mix going ahead. Q&A Highlights: Prateek Chaudhary from Saamarthya\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":127320,"url":"https:\/\/alphastreet.com\/india\/gujarat-narmada-valley-fertilizers-and-chemicals-ltd-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":127005,"position":5},"title":"Gujarat Narmada Valley Fertilizers and Chemicals Ltd Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"February 14, 2022","format":false,"excerpt":"https:\/\/www.youtube.com\/watch?v=kVky-HKq_to&t=73s Key highlights from Gujarat Narmada Valley Fertilizers and Chemicals Ltd (GNFC) Q3 FY22 Earnings Concall Management Update: The company said there have been significant developments internationally and domestically comparing 2Q22 to 3Q22. Internationally, energy prices are on the wild, be it gas, oil or coal. 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