JUBLINGREA

- Jubilant Advanced Electronics Limited (JAEL), a wholly-owned subsidiary of Jubilant Ingrevia Ltd, has executed the Share Subscription and Share Purchase Agreement (SSPA) to acquire a 40% strategic equity stake in Zettaone Technologies India Private Limited. - The agreement includes an option for JAEL to increase its shareholding to 51% during the next year. - This acquisition marks the company's entry into the Electronics Design and Manufacturing Services (EDMS) sector to serve semiconductors, aerospace & defense, automotive, and other electronics segments.

- Jubilant Ingrevia Ltd has issued a Postal Ballot Notice dated November 3, 2026, to seek shareholder approval for special resolutions regarding amendments to the Employees Stock Option Plan (ESOP) 2021 and granting stock options to employees of unlisted subsidiary companies. - The remote e-voting period begins on Wednesday, November 4, 2026, at 9:00 AM (IST) and concludes on Thursday, December 3, 2026, at 5:00 PM (IST). - The cut-off date for determining shareholder eligibility to vote is Friday, October 30, 2026. - Mr. R.S. Bhatia, Practicing Company Secretary, has been appointed as the scrutinizer for the postal ballot process.

Current Scenario - Q2 FY27 revenue reached an all-time high of INR 1,394 crore, up 24% YoY, driven by stronger realizations and stable volumes. - EBITDA rose 51% YoY to INR 221 crore, and PAT increased 60% YoY to INR 111 crore. - Signed an agreement to acquire a 40% stake in Zettaone Technologies Limited for INR 189 crore to enter the electronics design and manufacturing services space. Changes in trends - Specialty chemicals delivered revenue of INR 560 crore (up 16% YoY) with an EBITDA margin of 25%. - Nutrition and health solutions revenue grew 50% YoY to INR 270 crore, with EBITDA up 87% YoY to INR 39 crore. - Chemical intermediates revenue grew 24% YoY to INR 563 crore, with EBITDA up 26% YoY to INR 64 crore. Management Guidance & Outlook - Sticking to the full-year guidance and expecting to finish closer to the upper end of the range. - Anticipates higher volumes in Acetyls supported by planned competitor plant closures in Europe starting early next calendar year. - Expects Zettaone Technologies to grow by at least 60% to 70% this fiscal year. Capex - Maintaining annual capital expenditure guidance of INR 400 crore to INR 500 crore, focusing on adding new multipurpose plants. - Gajraula multipurpose plant is on track for commissioning by the end of the calendar year. Growth Drivers - Expansion of the CDMO pipeline with 25 plus confirmed molecules and a peak potential revenue of over INR 1,500 crore. - Synergies from the Zettaone partnership to accelerate the growth of semiconductor and electronics chemicals.

- Audio recording of the investors conference call held on October 27, 2026, for Q2 & H1 FY27 results has been uploaded on the company's website. - Recording is accessible at jubilantingrevia.com under the quarterly results section.

Q2 FY27 Consolidated Revenue ₹1,394Cr vs ₹1,121Cr (▲24% YoY) EBITDA ₹221Cr vs ₹146Cr (▲51% YoY) PAT ₹111Cr vs ₹69Cr (▲61% YoY) EBITDA Margin 16% vs 13% (▲300bps)

- Ms. Vinita Koul, Sr. Vice President & Head HR, has resigned from her position effective from the close of business hours on November 06, 2026, to pursue other interests. - She confirmed her commitment to ensuring a smooth and effective transition of responsibilities.

Q2 FY27 Consolidated Revenue ₹1,394Cr vs ₹1,121Cr (▲24% YoY) EBITDA ₹221Cr vs ₹146Cr (▲51% YoY) PAT ₹111Cr vs ₹69Cr (▲61% YoY) EBITDA Margin 16% vs 13% (▲300bps)

Q2 FY27 Standalone Revenue ₹1,226Cr vs ₹1,054Cr (▲16% YoY) EBITDA ₹145Cr vs ₹101Cr (▲43% YoY) PAT ₹70Cr vs ₹44Cr (▲60% YoY) EBITDA Margin 11.8% vs 9.6% (▲220bps)

- Board of Directors approved Unaudited Standalone and Consolidated Financial Results for the quarter and half year ended September 30, 2026. - Meeting commenced at 11:10 a.m. and concluded at 02:00 p.m. on October 27, 2026.

- The Board of Directors approved the grant of 3,037 Restricted Stock Units (RSUs) to eligible employees under the Jubilant Ingrevia Employees Stock Option Scheme 2021. - The exercise price is Re. 1/- per equity share (face value). - RSUs will vest at the end of the 3rd year from the grant date and are exercisable within one year from vesting.

- Jubilant Ingrevia Ltd. has issued a disclosure regarding the withholding of the final dividend for FY 2025-26 for physical shareholders due to non-submission of mandatory KYC details. - Shareholders are requested to submit Form ISR-1, ISR-2, and Nomination details (SH-13/ISR-3) to the RTA (Alankit Assignments Limited) to release the withheld dividend.

Concall Schedule Concall Date: October 27, 2026 Concall Time: 05:00 pm IST

- Board Meeting scheduled on Tuesday, October 27, 2026. - Agenda includes consideration of Unaudited Standalone and Consolidated Financial Results for the quarter and half year ended September 30, 2026.

- Jubilant Ingrevia Limited announced the incorporation of its wholly-owned subsidiary, Jubilant Advanced Electronics Limited. - The incorporation was completed on October 12, 2026, following approval granted by the Registrar of Companies.

- Company submitted Commercial Paper proceeds utilisation certificate for the quarter ended September 30, 2026. - Certified that Commercial Paper proceeds (ISIN: INE0BY014433) were utilized for the disclosed purpose of funding working capital requirements. - Confirmed adherence to other listing conditions specified in the applicable SEBI circular.

- Mr. Birajeev Singh, Sr. Vice President - Supply Chain of Jubilant Ingrevia Ltd, has resigned effective from the close of business hours on November 5, 2026. - The resignation is due to personal reasons and to pursue a better opportunity.

- The Board of Directors approved an amendment to the Jubilant Ingrevia Employee Stock Option Plan 2021 (ESOP Plan) on October 1, 2026. - The ESOP pool is increased from 20,00,000 to 30,00,000 stock options, subject to shareholder approval. - The enhanced pool represents 1.88% of the paid-up share capital of the company as of September 30, 2026. - The change aims to support talent retention, leadership succession, and strategic hiring for long-term growth.

- Jubilant Ingrevia Ltd approved the incorporation of a wholly-owned subsidiary named 'Jubilant Advanced Electronics Limited'. - The acquisition of a 40% strategic equity stake in Zettaone Technologies will now be undertaken through this new subsidiary instead of directly. - The subscription cost for the new subsidiary is up to ₹10 crores in cash for up to 1,00,00,000 equity shares at par.

- Jubilant Ingrevia Ltd approved the incorporation of a wholly owned subsidiary (WOS), Jubilant Advanced Electronics Limited, in Gurugram, Haryana. - The WOS will be used to acquire a 40% strategic equity stake in Zettaone Technologies India Private Limited instead of a direct acquisition. - The initial subscription cost in the WOS is up to ₹10 Crore in cash for up to 1,00,00,000 equity shares at par value. - This move aligns with the company's Pinnacle Growth Strategy to enter the Electronics Development and Manufacturing Services (EDMS) and semiconductor ecosystem.

- Trading window closed with effect from October 01, 2026. - Window remains closed until 48 hours after declaration of financial results for quarter and half year ending September 30, 2026. - Board meeting date will be intimated in due course.

- Jubilant Ingrevia Ltd has intimated the record date for the maturity of its Commercial Paper. - Issue Size: ₹100 Crores. - ISIN: INE0BY014433. - Date of Maturity: December 23, 2026. - Record Date: December 22, 2026.

- Jubilant Ingrevia Ltd has issued Commercial Papers (CPs) worth ₹100 Crores on September 24, 2026. - The tenure of the instrument is 90 days with a maturity date of December 23, 2026. - The CPs carry an interest rate of 6.30% per annum, paid upfront, and are listed on the NSE.

- The 7th Annual General Meeting of Jubilant Ingrevia Limited was held on August 26, 2026, through video conferencing. - All resolutions mentioned in the Notice of the AGM were duly passed with the requisite majority. - Shareholders approved the declaration of a final dividend of ₹2.50 per equity share for FY26. - The audited standalone and consolidated financial statements for FY26 were adopted. - Mr. Shyam S. Bhartia and Mr. Priyavrat Bhartia were re-appointed as Directors.

- Jubilant Ingrevia Limited held its 7th Annual General Meeting (AGM) on August 26, 2026. - All resolutions placed before the shareholders were duly passed with the requisite majority. - Key resolutions included the adoption of audited financial statements for the fiscal year ended March 31, 2026, and the declaration of a final dividend of ₹2.50 per equity share for FY26. - The re-appointment of Mr. Shyam S. Bhartia and Mr. Priyavrat Bhartia as Directors were also approved.

- Acquisition: Jubilant Ingrevia Limited acquired a 40% strategic equity stake in Zettaone Technologies India Private Limited. - Acquisition Value: ₹189.2 crore (approximately). - Completion Timeline: Proposed in two tranches, first by November 2026 and second by September 2027. - Strategic Impact: Entry into Electronics Development and Manufacturing Services (EDMS) space, delivering an integrated value proposition in electronics and semi-conductor space. - Zettaone's Turnover (last 3 years): FY26: ₹98.1 Cr, FY25: ₹79.1 Cr, FY24: ₹51.1 Cr.

- Jubilant Ingrevia Limited will acquire a 40% strategic equity stake in Zettaone Technologies India Private Limited for approximately ₹189.2 Cr. - This acquisition is aligned with the company's growth strategy, expanding its presence in the Electronics Development and Manufacturing Services (EDMS) space. - The transaction is expected to be completed in two tranches, with the first closing by November 2026 and the second by September 2027. - Zettaone's turnover: FY 25-26: ₹98.1 Cr, FY 24-25: ₹79.1 Cr, FY 23-24: ₹51.1 Cr.