Jagsonpal Pharmaceuticals Share Price

Conference Call with Jagsonpal Pharmaceuticals Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 1 month ago

Pharmaceuticals company Jagsonpal Pharmaceuticals announced Q4FY26 & FY26 results Q4FY26 Financial Highlights: Revenue from Operations: Rs 642 million in Q4FY26, representing a YoY increase of 9.6% compared to Rs 586 million in Q4FY25. EBITDA (Excluding ESOP Cost): Rs 106 million in Q4FY26, representing a YoY increase of 8.9% compared to Rs 97 million in Q4FY25. Other Income: Rs 32 million in Q4FY26, representing a YoY increase of 14.4% compared to Rs 28 million in Q4FY25. Profit Before Tax (PBT): Rs 118 million in Q4FY26, representing a YoY increase of 31.8% compared to Rs 89 million in Q4FY25. Profit After Tax (PAT): Rs 88 million in Q4FY26, representing a YoY increase of 33.0% compared to Rs 66 million in Q4FY25. Cash and Cash Equivalents: Rs 1,907 million as of March 31, 2026, representing a QoQ increase of 8.5% compared to Rs 1,757 million as of December 31, 2025, and a YoY increase of 31.0% compared to Rs 1,456 million as of March 31, 2025. FY26 Financial Highlights: Revenue from Operations: Rs 2,872 million for FY26, representing a YoY increase of 6.9% compared to Rs 2,687 million in FY25. EBITDA (Excluding ESOP Cost): Rs 609 million for FY26, representing a YoY increase of 5.2% compared to Rs 579 million in FY25. Other Income: Rs 120 million for FY26, representing a YoY increase of 46.5% compared to Rs 82 million in FY25. Profit Before Tax (PBT): Rs 596 million for FY26, representing a YoY increase of 18.8% compared to Rs 502 million in FY25. Profit After Tax (PAT): Rs 431 million for FY26, representing a YoY decrease of 22.2% compared to Rs 554 million in FY25 (Note: FY25 PAT included a significant exceptional gain of Rs 179 million). Free Cash Flow (FCF): Rs 614 million for FY26, representing a YoY increase of 3.5% compared to Rs 593 million in FY25. Dividend: The Board recommended a dividend distribution of 200% (Rs 4 per equity share of Rs 2 each), including a 75% special dividend, totaling a cash outlay of ~Rs 262 million. Proposed Buyback: Approved a buyback of up to 16 lakh equity shares (2.4% of total equity) at Rs 250 per share with a total outlay of Rs 40 crore. Business Highlights: Market Growth Performance: The company grew 22.2% in March 2026, more than double the Indian Pharmaceutical Market (IPM) growth rate of 10.1%. Brand Performance: The "Top 10" brands contribute approximately 58% of total revenue. 9 of these brands are ranked within the "Top 5" in their respective molecule categories. Therapy Rankings: Jagsonpal is ranked #8 in Corporate CVM (as per CMARC RPM). It holds the #2 rank in Orthopedics and #7 in Gynecology. Asset Light Model: The company continues to operate an asset-light model, outsourcing capital-intensive activities such as R&D; and manufacturing to focus on ideation and pan-India distribution. Financial Discipline: Maintained a debt-free balance sheet with a strong cash position of Rs 191 crore as of the end of the fiscal year. Corporate Social Responsibility (CSR): Under the "MySakhi" initiative, 18 "pink toilets" have been built across Haryana, Punjab, Uttarakhand, and Delhi NCR to support women's hygiene and dignity. Manish Gupta, Managing Director and CEO, Jagsonpal Pharmaceuticals, said: "Our business regained traction in Q4 with growth of 10% on strength of sharper strategic execution. This is reflecting in our industry outpacing performance, with Pharmarack reflecting a 12.2% growth for Jagsonpal as compared to IPM growth of 8.6%. Our ‘Top 10’ brands which account for ~58% of revenues continue to drive performance. Our yearly revenues grew 7% while our operating net profit grew 19% in the same period, with the year closing with a healthy cash position of Rs 191 crore. The Board has recommended a dividend of 200% (including a special dividend of 75%) for FY26. We will shortly be launching the proposed Rs 40 crore buy-back at Rs 250 per share as we received shareholder approval today. These shareholders-centric actions are reflective of our confidence in growth momentum of business in FY27 and beyond, with continued strong cash generation and improving ROCE/ROE. We are confident of continued acceleration on all parameters given our focus on organic growth through improved MR productivity, strengthening key brands, and launching strategic new products, even as we look for value-accretive inorganic opportunities." Result PDF

• Trendlyne
• 1 month ago

Pharmaceuticals company Jagsonpal Pharmaceuticals announced Q2FY26 results Revenue for Q2FY26 stood at Rs 745 million, remaining steady amid GST transition adjustments, maintaining stability on a high base. Operating EBITDA stood at Rs 181 million with margins of 24.3%. Profit rose to Rs 126 million in Q2FY26, with margins expanding 154 bps to 16.9%. Healthy cash balance of Rs 1,604 million as of September 30, 2025, post dividend of 125% (Rs 2.5 per share) leading to a payout of Rs 166 million. Manish Gupta, Managing Director, Jagsonpal Pharmaceuticals, said: “We are pleased to report a resilient performance reflecting our continued focus on sustainable growth and operational excellence. The first half of FY26 marked a strong showing, with revenue rising 10.2% YoY to Rs 1,501 million, EBITDA (pre-ESOP) grew 8.8% YoY to Rs 338 million, and PAT witnessing a 39.2% YoY increase to Rs 234 million. This performance underscores our consistent execution, disciplined cost management, complementing the inherent strength of our diversified portfolio. We welcome GST 2.0- a step towards affordable healthcare. With our “Patient First” approach, we have fully passed the benefits through reduced prices. The transition led to temporary moderation in sales and trade movement. Despite this, revenue for Q2FY26 stood at Rs 745 million, Operating EBITDA at Rs 180 million with PAT growing 9.7% YoY to Rs 126 million. We have strengthened the leadership team by onboarding Amrut Medhekar as Chief Operating Officer and Nirav Vora as Chief Financial Officer who will play a key role going forward. We continue to build our brands and uphold a legacy built on trust, quality, and integrity, fostering lasting relationships with our stakeholders who remain at the heart of our growth journey.” Result PDF

• Trendlyne
• 6 months 4 weeks ago