Jubilant Pharmova Limited has informed the Exchange regarding a press release dated July 29, 2025, titled "Press Release alongwith Earnings Presentation on the financials and operational performance of the Company for the quarter ended June 30, 2025".
JUBLPHARMA · price
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Awaiting price reaction for this filing.
Jubilant Pharmova posted Q1 FY26 revenue of Rs 1,901 Cr, up 10% year-on-year, with EBITDA rising 14% to Rs 302 Cr and normalised PAT jumping 48% to Rs 103 Cr. EBITDA margin expanded 60 basis points to 15.8%, driven by better performance in CRDMO and Generics. Growth was broad-based across segments: CDMO Sterile Injectables +14%, Drug Discovery +42%, Allergy Immunotherapy +8%, and Generics +7% (turning EBITDA positive). The company reiterated its Vision 2030 targets of 2x revenue growth to Rs 13,500 Cr, EBITDA margin of 23-25%, zero net debt, and high-teens RoCE by FY30. Net debt/EBITDA rose marginally to 1.2x from 1.1x due to higher capex. Key near-term catalysts include Line 3 commercial production in Spokane starting FY26, US$50M PET radiopharmacy expansion, and the proposed transfer of the API business into wholly-owned subsidiary Jubilant Biosys.
Broad-based revenue growth, visible margin expansion roadmap, and clear path to zero net debt by FY30 should support investor confidence. Strong RFP traction for Line 3 including from Big Pharma is a positive demand signal, though slightly higher leverage due to capex is worth monitoring.