Jubilant Pharmova Limited (530019) Earnings Call Transcripts

Jubilant Pharmova Limited's Latest Earnings Call - May 22, 2026

In Q4 FY '26, Jubilant Pharmova Limited reported a revenue increase of 19% year-on-year to INR 2,290 crores, driven by growth in Allergy Pharma and the CDMO segment. However, EBITDA margins contracted by 272 basis points to 15.7% due to supply shortages in radiopharmaceuticals. For the full fiscal year, revenue grew by 4% to INR 8,280 crores, with normalized PAT increasing by 7% to INR 442 crores. Management expects growth momentum to continue into FY '27, with low double-digit growth anticipated and EBITDA margins expected to improve in the second half of the year.

Reported metrics

Guidance from management

Management expects low double-digit revenue growth for FY '27 and anticipates EBITDA margins to improve in the second half of the year as production stabilizes.

What management said

Thank you, Inba. Ladies and gentlemen, would take. From the management today, we have Mr. Pawar Bhartia, Managing Director; Mr. Arjun Bhartia, Joint Managing Director; Mr. Harshesh Sing, CEO, Jubilant Radiopharma. Mr. Chris Freddy, CEO, CDMO Sterile Injectables, Mr. Arun Kumar Sharma, CFO; Dr. Tushar Gupta, Head Corporate Strategy; and Mr. Anuj Mohnot, Head FP&A. I would like to remind you that some of the statemen...

Yes. As I mentioned, thanks again for the follow-up question. As I mentioned in the video, we're happy to share that we've onboarded one of the world's largest oncology products. It is a commercial product. And we are happy to -- that is 1 of the 10 products and our multiple customers we have on line 3. Specifically, just to go a little further to your question, we expect to reach full utilization of Line 3 once thes...

What analysts pressed on

Analysts expressed concerns over the impact of supply shortages on high-margin products in the first half of FY '27, as well as the potential for continued margin compression in the radiopharmaceuticals segment.

Main topics on the call

• Revenue Growth — Q4 FY '26 revenue grew by 19% YoY to INR 2,290 crores, supported by strong performance in Allergy Pharma and CDMO. Management stated, 'Overall, for the full year FY '26, revenue grew by 4% to INR 8,280 crores.'
• EBITDA Margin Compression — EBITDA margin decreased by 272 basis points to 15.7% in Q4 FY '26, attributed to supply shortages in radiopharmaceuticals. Management noted, 'EBITDA margins decreased year-on-year by 99 basis points to 15.9% due to lower...
• Future Growth Guidance — Management expects low double-digit growth for FY '27, with EBITDA margins stabilizing in H2 FY '27. They mentioned, 'We expect EBITDA margin to start strengthening from H2 FY '27 onwards.'
• CDMO Business Expansion — The CDMO segment is set to contribute significantly with commercial production expected to start in late FY '27. Management highlighted, 'We expect to reach peak revenue in Line 3 in 1.5 to 2 years earlier as projected a...

Read the full Jubilant Pharmova Limited transcript (May 22, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 Jubilant Pharmova Limited earnings call transcripts on record, spanning January 31, 2020 to May 22, 2026. Based on this history, Jubilant Pharmova Limited reports semi-annually. The most recent call on file is dated May 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

530019

Exchange

BSE

Country

IN

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

14

First call

January 31, 2020

Most recent

May 22, 2026

Reporting cadence

semi-annually