JB Chemicals & Pharmaceuticals Limited has informed the Exchange about Transcript
JBCHEPHARM · price
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JB Chemicals reported Q4 FY'26 revenue of INR904 crores (5% de-growth) following an "operational reset" quarter, the first after Torrent Pharma acquired controlling stake on January 21, 2026. Adjusted EBITDA margin improved to 27% from 25% YoY due to discontinuation of low-margin trade generics business (which contributed 7-8% to India sales). India branded business grew 8% while total India grew only 2%. International formulations de-grew 9% due to shipping disruptions to Middle East and Asia. Management expects India recovery to low-teens growth in 2 quarters and international single-digit growth from Q2 onwards. Merger with Torrent Pharma hearing scheduled for mid-June, expected completion in 1-2 months. Net cash position is INR1,200 crores.
The operational reset in Q4 is temporary; management expects gradual recovery from Q1-Q2 FY'27. Margin improvement from portfolio mix changes and synergy implementation should sustain, but no specific margin guidance given for full year. The merger completion will formalize Torrent's control and potentially accelerate synergy realization.