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Earnings Call

J B Chemicals & Pharmaceuticals Earnings Call: Key Takeaways

Q4 FY26 shows operational reset post Torrent Pharma acquisition; revenue at ₹904cr (down 5% YoY) with adjusted EBITDA margin improving to 27%.

Highlights
Revenue growth₹904cr in Q4 (-5% YoY); ₹2,461cr India revenue in FY26 (+9%).
MarginsGross margin improved to 70%; adjusted EBITDA margin expanded 200bps to 27%.
Demand visibilityBranded business remains a double-digit growth driver; chronic growing at 19%.
Management confidenceHigh confidence in India branded business acceleration post-integration.

Growth

Revenue ₹904cr (-5% YoY); adjusted EBITDA ₹241cr; adjusted PAT ₹150cr. Branded India business grew 11% in FY26.

Outlook

Merger with Torrent Pharma effective in 1-2 months. Guidance for gradual recovery to double-digit growth in India business.

Risks

Trade generics discontinuation impacting top-line; container constraints in West Asia and Asia; integration-led operational resets.

Source

Earnings Call filed with BSE, NSE: JBCHEPHARM. Summary written with AI assistance from the document.

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