Transcript of Investors/Analysts call
Awaiting price reaction for this filing.
JB Chemicals & Pharmaceuticals reported Q4 FY25 revenue of INR949 crore, up 10% year-on-year, with operating EBITDA at INR240 crore (up 15%) and net profit at INR146 crore (up 15%). Gross margin improved to 66.1% and operating EBITDA margin rose 90 basis points to 25.3%. For full-year FY25, revenue grew 12% to INR3,918 crore and net profit grew 19% to INR660 crore. The domestic India business grew 11% YoY, beating the IPM growth of 7%, while the CDMO segment grew 18% in the quarter. Management raised its EBITDA margin guidance for the third consecutive year to 27%-29%. The board recommended a total dividend of INR15.50 per share for FY25, and the company ended the year with a strong net cash position of INR689 crore.
Shareholders can view the raised EBITDA margin guidance (27%-29%) as a positive signal of sustained profitability improvement, supported by a debt-free balance sheet and growing CDMO/India branded business. The promoter stake sale question was deflected by management, which may create some uncertainty, but operational momentum remains strong.