Jagsonpal Pharmaceuticals Limited has informed the Exchange about Transcript
JAGSNPHARM · price
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Jagsonpal Pharmaceuticals reported strong FY25 results with revenue of Rs 268.7 crore (up 28.8% YoY) and operating EBITDA of Rs 57.9 crore (up 59%). PAT was Rs 55.4 crore including Rs 19.7 crore of exceptional gains from the sale of the Faridabad facility and Yash Pharma acquisition costs. Q4 revenue grew 34.7% to Rs 58.6 crore with EBITDA up 97% and margins expanding 530 bps to 15.6%. The company is debt-free with Rs 145 crore cash and working capital reduced to 13 days (3.5% of sales). The Yash Pharma acquisition (completed May 2024) expanded presence into Derma and Pedia, diversifying the therapeutic mix to 50% Gynae, 15% each in Ortho, Derma, and Pedia. Indocap crossed Rs 50 crore in annual sales. Management guided for 15%+ revenue growth in FY26 with higher operating profit growth and margin expansion, and 12-14% revenue growth with 100-150 bps annual margin improvement beyond FY26. MR productivity target raised from current Rs 2-2.1 lakh PCPM to Rs 3-3.5 lakh over 3-4 years.
Positive for shareholders — strong FY25 execution with margin expansion, robust cash position, and clear multi-year growth guidance. The Resilient acquisition termination and asset-light model preserve capital for disciplined deployment through buybacks/dividends if attractive acquisitions don't materialize.