JB Chemicals & Pharmaceuticals Limited has informed the Exchange about Transcript
JBCHEPHARM · price
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JB Chemicals reported Q1 FY26 revenue of INR1,094 crore, up 9% year-on-year, with operating EBITDA (excluding one-off charges) at INR330 crore, up 13%. EBITDA margin hit a record 30.2%, expanding 120 bps year-on-year, while gross margins rose 210 bps to 68.3%. Net profit (excl. one-off) grew 21% to INR214 crore. Domestic business grew 14% to INR678 crore, outperforming the market by 300-350 bps, while international revenue grew 2% to INR416 crore, with CDMO up 8% at INR115 crore. Management highlighted the proposed acquisition by Torrent Pharma of KKR's 46.39% stake for INR11,917 crore (INR1,639.18 per share), followed by a merger. Full-year guidance was reiterated: EBITDA margin 27-29% (aiming for top end), gross margins ~67%, and CDMO growth of 12-14%.
Shareholders should note strong Q1 execution with record margins and continued outperformance in the domestic market, but face uncertainty from the pending Torrent Pharma acquisition and merger which could change the company's standalone trajectory. Stock may see volatility pending CCI and regulatory approvals for the transaction.