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Earnings Call

Jubilant Pharmova Earnings Call: Key Takeaways

Jubilant Pharmova Q4FY26 revenue grew 19% YoY to ₹2,290 Cr. FY26 revenue reached ₹8,280 Cr (up 14%) driven by CDMO Sterile Injectables and Radiopharma growth.

Highlights
Revenue growthFY26 up 14% YoY; Q4FY26 up 19% YoY.
MarginsH1FY27 margins temporarily impacted; H2FY27 recovery to 17-18%.
Demand visibilityStrong growth in Ruby-Fill; biotech demand expected to improve.
Management confidenceHigh confidence in regulatory path for MIBG and pipeline acceleration.

Growth

FY26 Revenue up 14% to ₹8,280 Cr; EBITDA up 8% to ₹1,326 Cr; Normalized PAT up 7% to ₹4,422 Cr.

Outlook

Guided H2FY27 EBITDA margins of 17-18%. Committed to net debt zero by 2030. Commencing commercial production on Line 3 late FY2027.

Risks

Short-term margin pressure in H1FY27 due to SPECT product supply shortages and lower production at CMO Montreal.

Source

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

Read the document ↗

Jubilant Pharmova Ltd: key numbers

Share price
₹1,071.95
Market cap
₹17,074 Cr
Revenue (annual)
₹8,280 Cr
Net profit (annual)
₹398.5 Cr
P/E (TTM)
48.5×Sector 50.4×
Promoter holding
47.68%+0.00% QoQ
FII holding
15.87%Current quarter

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

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