Jubilant Pharmova Limited has informed the Exchange about Schedule of meet and Presentation
JUBLPHARMA · price
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Jubilant Pharmova has informed exchanges that its management will meet 28 institutional investors (including Axis MF, HSBC, Tata MF, UTI MF, Helios, JM Financial, Mahindra Manulife, ValueQuest, Vallum Capital, Trust MF and others) on June 25, 2025 in Mumbai, organized by Nuvama Institutional Equities as part of a Specialty Chemicals and Healthcare Investor Conference. Along with the intimation, the company shared its May 2025 investor presentation. The presentation highlights FY25 revenue of Rs. 7,235 Cr (up 8% YoY), EBITDA of Rs. 1,230 Cr (up 24%) with margins expanding 220 bps to 16.9%, and normalised PAT of Rs. 415 Cr (up 112%). Net debt fell sharply to Rs. 1,299 Cr from Rs. 2,457 Cr, with Net Debt/EBITDA improving to 1.1x from 2.5x. The company outlined FY30 targets of Rs. 13,500 Cr revenue (2x FY24), 23–25% EBITDA margins, zero net debt, and high-teens RoCE. Radiopharma (47%) and CDMO Sterile Injectables (18%) are the largest revenue contributors, with 80% of revenues from the US and 92% USD-denominated.
This is a routine investor engagement disclosure, but the attached presentation offers detailed FY25 performance and FY30 growth roadmap, which may shape institutional investor views on the stock. Key positives include strong EBITDA growth, deleveraging, and confident long-term margin expansion targets; key watch points are weak Radiopharmacy margins (1% EBITDA), continued pricing pressure in Generics, and execution risk on the $285 Mn CDMO-SI capacity expansion.