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Investor Presentation

Jagsonpal Pharmaceuticals Investor Presentation: Key Takeaways

Jagsonpal Pharmaceuticals reported a strong start to FY27 with revenue up 9% YoY and PAT up 22%. The company completed the Aequitas acquisition to enter the hospital supplies segment.

Guidance and delivery
Management target EBITDA Year 2
Highlights
Revenue growth9% YoY growth in Q1 FY27.
MarginsEBITDA margin expanded 241 bps YoY to 23.2%.
Demand visibilityStrong, driven by higher MR productivity and key brand strength.
Management confidenceHigh; citing sustained traction and disciplined capital allocation.

Growth

Q1FY27 Revenue reached ₹822 Mn (+8.8% YoY); Operating EBITDA rose to ₹191 Mn (+21.4% YoY) with margins at 23.2%.

Outlook

Targeting ~₹100 Mn EBITDA from Aequitas by Year 2; focuses on sustaining profitable growth through hospital channel expansion.

Risks

Potential macro-economic shifts, regulatory trends, and competitive pressures within the pharmaceutical industry.

Last quarter's promises, checked

Delivered

  • Guided double-digit growth → delivered 14.2% in Q4 (= BEAT)
  • Guided 1.5x IPM growth → delivered 1.35x (14.2% vs 10.5% IPM) (= BEAT)
  • Guided 9-10 new launches/SKUs for FY26 → delivered 9 (6 products + 3 SKUs) (= BEAT)

Partly delivered

  • Guided FY26 revenue growth 12-14% → delivered 7% (= MISS)
Source

Investor Presentation filed with NSE, NSE: JAGSNPHARM. Summary written with AI assistance from the document.

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Jagsonpal Pharmaceuticals Ltd: key numbers

Share price
₹242.29
Market cap
₹1,598 Cr
Revenue (annual)
₹287.2 Cr
Net profit (annual)
₹43.08 Cr
P/E (TTM)
35.1×Sector 50.4×
Promoter holding
69.05%+1.16% QoQ
FII holding
2.30%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Jagsonpal Pharmaceuticals Acquisition Worth ₹46.7 Cr

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Value
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Jagsonpal Pharmaceuticals Annual General Meeting

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