Jayant Agro-Organics Q2 FY27 Net Profit Rises 68% YoY

Summary of Key Information:

Reporting Period: Quarter and Half Year ended September 30, 2026 (Q2 FY27, H1 FY27)

Nature of Filing / Announcement: Outcome of Board Meeting - Financial Results

Audit Opinion:

Clean opinion - Statutory Auditors M/s. T.P. Ostwal & Associates LLP issued unqualified limited review reports for both standalone and consolidated financial results.

Key Financial Highlights [₹ in lakhs]:

Standalone Results:

Quarter Ended September 30, 2026:

Revenue from Operations: ₹37,688.24 (vs ₹25,366.34 in Q2 FY26 - 48.6% YoY increase)
Total Income: ₹37,846.17 (vs ₹25,424.59 in Q2 FY26)
Net Profit: ₹2,068.81 (vs ₹1,232.79 in Q2 FY26 - 67.8% YoY increase)
EPS: ₹6.90 (vs ₹4.11 in Q2 FY26)

Half Year Ended September 30, 2026:

Revenue from Operations: ₹73,136.82 (vs ₹58,468.12 in H1 FY26 - 25.1% YoY increase)
Total Income: ₹73,389.33 (vs ₹58,708.72 in H1 FY26)
Net Profit: ₹4,031.98 (vs ₹2,855.93 in H1 FY26 - 41.2% YoY increase)
EPS: ₹13.44 (vs ₹9.52 in H1 FY26)

Balance Sheet Position (Standalone as at September 30, 2026):

Cash and Cash Equivalents: ₹487.37
Other Equity: ₹54,807.17
Total Debt (Borrowings): ₹13,773.75 (Current: ₹13,413.44 + Non-current: ₹360.31)

Consolidated Results:

Quarter Ended September 30, 2026:

Revenue from Operations: ₹78,734.59 (vs ₹49,959.65 in Q2 FY26 - 57.6% YoY increase)
Total Income: ₹78,729.28 (vs ₹49,963.05 in Q2 FY26)
Net Profit: ₹2,104.46 (attributed to owners) (vs ₹965.22 in Q2 FY26 - 118.1% YoY increase)
EPS: ₹7.01 (vs ₹3.22 in Q2 FY26)

Half Year Ended September 30, 2026:

Revenue from Operations: ₹1,58,395.33 (vs ₹1,17,177.09 in H1 FY26 - 35.2% YoY increase)
Total Income: ₹1,58,543.51 (vs ₹1,17,398.80 in H1 FY26)
Net Profit: ₹4,110.61 (attributed to owners) (vs ₹2,579.88 in H1 FY26 - 59.3% YoY increase)
EPS: ₹13.70 (vs ₹8.60 in H1 FY26)

Balance Sheet Position (Consolidated as at September 30, 2026):

Cash and Cash Equivalents: ₹834.91
Other Equity: ₹63,221.84
Non-controlling Interest: ₹3,699.27
Total Debt (Borrowings): ₹45,090.11 (Current: ₹44,729.80 + Non-current: ₹360.31)

Segment-wise Performance [₹ in lakhs]:

The company operates in three segments: Castor Oil, Castor Oil Derivatives, and Power Generation.

Quarter Ended September 30, 2026:

Castor Oil Revenue: ₹41,200.06 | Segment Profit: ₹779.85
Castor Oil Derivatives Revenue: ₹37,350.72 | Segment Profit: ₹2,851.21
Power Generation Revenue: ₹183.81 | Segment Profit: ₹110.10

Half Year Ended September 30, 2026:

Castor Oil Revenue: ₹85,574.00 | Segment Profit: ₹1,432.49
Castor Oil Derivatives Revenue: ₹72,513.20 | Segment Profit: ₹5,587.96
Power Generation Revenue: ₹308.13 | Segment Profit: ₹181.07

The Castor Oil Derivatives segment is the primary driver of both revenue and profitability.

Corporate Actions:

Not Specified

Other Significant Information:

Subsidiaries included in consolidation:

Ihsedu Agrochem Private Limited
Ihsedu Coreagri Services Private Limited
Vithal Castor Polyols Private Limited (from May 21, 2026)
Ihsedu Itoh Green Chemicals Marketing Private Limited
JACACO Private Limited
Jayant Speciality Products Private Limited

Joint Venture included:

Vithal Castor Polyols Private Limited (up to May 20, 2026)

Significant acquisition disclosed in cash flow:

Consideration for Controlling Stake in Joint Venture: ₹2,537.44 lakh

Capital Expenditure:

Standalone: Purchase of Property, Plant and Equipment: ₹1,425.58 lakh (H1 FY27)
Consolidated: Purchase of Property, Plant and Equipment: ₹1,771.60 lakh (H1 FY27)

Financing Activities:

Significant increase in borrowings: ₹32,427.94 lakh (Consolidated, H1 FY27)
Dividend paid: ₹1,050.00 lakh (H1 FY27)