India · Delayed Price · Currency is INR Jagsonpal Pharmaceuticals Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY 2026 delivered a strong turnaround with 10% revenue growth and 31% PAT growth year-on-year, outpacing the pharma industry. Management reaffirmed 12%-15% growth guidance, supported by robust cash returns to shareholders and continued focus on MR productivity and brand strength.
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Q3 results were flat due to market and internal transitions, but nine-month performance showed 6% revenue and 13% bottom-line growth. Management expects double-digit growth from Q4, driven by price, new products, and volume, with strong cash generation and disciplined capital allocation.
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Revenue grew 10% year-over-year in H1 FY26, with PAT up 39% and strong cash reserves maintained despite a higher dividend payout. Management expects low double-digit growth for FY26 and ongoing improvements in MR productivity and brand performance.
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Q1 FY26 saw 23% revenue growth, margin expansion, and doubled PAT, driven by strong brands and Yash Pharma integration. Guidance for 15% annual growth and 100-150 bps margin expansion is maintained, with robust cash reserves and a disciplined acquisition strategy.
Fiscal Year 2025
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FY 2025 saw 29% revenue and 59% EBITDA growth, driven by strategic transformation, acquisitions, and improved capital efficiency. Guidance for FY 2026 targets 15%+ organic revenue growth and margin expansion, with a continued focus on disciplined capital allocation.
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Q2 FY25 saw 29% revenue growth to INR 74.7 crores and a 53% rise in net profit, driven by recovery in core brands and the Yash Pharma acquisition. EBITDA margin guidance was raised to 22%+ for FY25, with continued focus on organic growth, operational efficiency, and selective inorganic expansion.