J.B. Chemicals & Pharmaceuticals Ltd (BOM:506943)

Q4 2026 J B Chemicals and Pharmaceuticals Ltd Earnings Call Transcript

May 12, 2026 / 03:00AM GMT

Release Date Price: ₹2133.8 (-3.35%)

Transcript

Key Points

Positve

Gross margin improved to around 70% from 66% compared to the corresponding quarter of the previous year.
Adjusted EBITDA margins increased to 27% from 25% in the corresponding quarter of the previous year.
The India business grew by 9% in FY26, with the branded business growing by 11%.
The chronic business in India grew at 19%, outperforming the industry growth of 14%.
Board of Directors recommended a final dividend of INR9.3 per equity share for FY26.

Negative

The company recorded a revenue degrowth of 5% in Q4.
International Formulations business reported a degrowth of 9% in Q4.
CDMO business revenues declined by 22% in the quarter due to a high base in the previous year.
Operational reset and integration with Torrent Pharma temporarily impacted performance.
Container shipment constraints negatively impacted international sales, particularly in the Middle East and Asia.

Operator

Ladies and gentlemen, good day and welcome to Q4 FY26 earnings conference call of JB Chemicals and Pharma.

Today, we have with us Mr. Aman Mehta, Managing Director; Mr. Kaushal Solanki, Chief Financial Officer; Mr. Sanjay Gupta, Executive Director, International Business, Torrent Pharma; and Mr. Sudhir Menon, Chief Financial Officer, Torrent Pharma. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Kaushal Solanki, Chief Financial Officer. Thank you and over to you, Mr. Solanki.

Kaushal Solanki

J B Chemicals and Pharmaceuticals Ltd - Chief Financial Officer

Thank you. Good morning, everyone, and welcome to the Q4 FY26 results call of JB Chemicals and Pharma Limited.

This quarter is first quarter for JB Pharma post change in control. Just to remind all participants that Torrent Pharma acquired a controlling stake in JB Chemicals and Pharma on January 21, 2026.

Q4 was a period of operational reset which temporarily impacted performance. However, we expect

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