JBCHEPHARMBSEJB Chemicals & Pharmaceuticals LtdHighNeutral
Announced Mon, 11 May · 21:04 IST

Press Release

Revenue DeclineExceptional ItemEbitda Margin ExpansionResults View source PDF

JBCHEPHARM · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-4.8%1-day move
₹2212.70
prior close
₹2152.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.2-0.0-0.2+0.4-4.8-3.5-3.7-4.1-2.1-1.4-3.3+2.0+11.0
Up moveDown movePending
AI summary

JB Pharma reported Q4 FY26 revenue of Rs 904 crores, down 5% YoY from Rs 949 crores, impacted by post-acquisition integration activities including distribution network optimization, discontinuation of low-margin trade generics, and shipment delays. Q4 PAT declined 30% to Rs 101 crores (adjusted PAT at Rs 150 crores). For full year FY26, revenue grew 6% to Rs 4,148 crores while PAT grew 8% to Rs 709 crores. Gross margin improved to 70% in Q4 vs 66% a year ago, and EBITDA margin expanded to 27% from 25%. India business grew 2% in Q4 and 9% for FY26, with chronic portfolio outperforming at 19% growth. International formulations declined 9% in Q4 but grew 2% for FY26. The company attributes Q4 weakness to temporary integration effects and expects recovery from H1 FY27.

Likely market impact

Q4 showed a temporary operational reset due to parent company integration, resulting in revenue and profit decline. However, margin improvement and full-year growth demonstrate underlying business strength. Shareholders should expect recovery in H1 FY27 as integration normalizes.