India · Delayed Price · Currency is INR J. B. Chemicals & Pharmaceuticals Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw 11% revenue growth and 22% net profit growth, with strong domestic and international performance, margin expansion, and robust order books. The merger with Torrent is expected to close in Q4, and no interim dividend has been announced yet.
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Q2 FY 2026 saw 8% revenue growth and 19% net profit growth, with gross margin up to 68.2% and strong performance in the domestic and CDMO segments. Guidance for 12%-14% growth in domestic and CDMO businesses is maintained, with margin outlook reaffirmed.
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Q1 FY26 saw 9% revenue growth, 14% net profit rise, and record 30.2% EBITDA margin, with strong domestic and CDMO performance. Torrent Pharma's acquisition and merger plans mark a major strategic shift, while guidance for margins and growth remains robust.
Fiscal Year 2025
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Q4 FY2025 saw 10% revenue and 15% net profit growth, with strong domestic and CDMO performance, improved margins, and robust cash flow. EBITDA margin guidance was raised to 27-29%, and key brands and new launches are expected to drive future growth.
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Q3 FY25 saw 14% revenue growth and 22% net profit growth, led by strong domestic and CDMO performance. Margins remained robust, with a net cash position expected to reach INR 650 crore by year-end. Outlook remains positive with continued focus on high-growth segments and operational efficiency.
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Q2 FY25 revenue grew 13% year-over-year to INR 1,001 crore, with domestic business up 22% and international up 3%. Gross margin was 66.2%, and operating EBITDA margin reached 28.4%. CDMO business is set for a strong H2 rebound, and CapEx for FY25 will exceed INR 100 crore.
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Q1 FY25 saw record revenue of INR 1,004 crores, up 12% year-on-year, with EBITDA margin at 29% and profit after tax up 25%. Domestic business led growth, while international and CDMO segments are set for H2 recovery. Debt reduced significantly, with strong outlook maintained.