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Investor Presentation

Jagsonpal Pharmaceuticals Investor Presentation: Key Takeaways

Q2FY27 consolidated revenue ₹964 Mn (+29%, Aequitas consolidated); standalone revenue ₹814 Mn (+9.3%), EBITDA margin 22.7%, PAT ₹126 Mn flat. H1 standalone PAT +10.3%.

Highlights
Revenue growthConsolidated +29%; standalone Q2 +9.3%, H1 +9.0%
MarginsQ2 standalone EBITDA 22.7% (-151bps); gross margin +70bps
Demand visibilityMR productivity +10%; 7 of top 10 brands outgrew market
Management confidenceConfident of Q3 acceleration and Mission 2028 target

Growth

Standalone H1 revenue +9.0%, EBITDA +11.3%, PAT +10.3%. Q2 gross margin +70bps to 64.1%; Q2 EBITDA +2.5%, PAT flat.

Outlook

Guides Q3FY27 quarterly revenue above ₹1,000 Mn; reiterates Mission 2028 target of ₹5,000 Mn annual revenue. Pursuing more acquisitions; no capex guided.

Risks

Q2 investment ahead of growth cut EBITDA margin 151 bps YoY. Aequitas margin reset impact visible only from Q4FY27.

Last quarter's promises, checked

Delivered

  • Aequitas 85% for Rs20.8 Cr → ₹208 Mn cash (= BEAT)

Partly delivered

  • Growth to accelerate beyond Q1 9% → Q2 standalone +9.3%, H1 +9.0% (= PARTIAL)

Missed

  • Productivity-led margin expansion, Q1 EBITDA margin 23%+ → Q2 22.7%, −151bps YoY (= MISS)
  • Q1 gross margin 65%+ as trend → Q2 64.1% (= MISS)
  • Aequitas numbers 'in next two quarters' → margin reset visible only Q4FY27 (= 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
₹230.96
Market cap
₹1,523 Cr
Revenue (annual)
₹287.2 Cr
Net profit (annual)
₹43.08 Cr
P/E (TTM)
33.5×Sector 46.1×
Promoter holding
68.81%-0.24% QoQ
FII holding
2.13%Current quarter

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

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