Jubilant Pharmova Ltd
Jubilant Pharmova Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #65 of 83 in Pharmaceuticals & Biotechnology
See the sector's top 10 — free with your mobile number.
What the Q4 FY26 call signalled
1 of 3 strong
The short version
FY2027 growth momentum expected to strengthen, with low double-digit consolidated business growth anticipated. FY2027 growth momentum expected to strengthen across businesses.
From Jubilant Pharmova Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY2027 growth momentum expected to strengthen, with low double-digit consolidated business growth anticipated.
- Radiopharma revenues expected to be temporarily impacted in H1 FY2027 due to supply shortage of high-margin SPECT products (~$14 million revenue impact), normalizing in H2 FY2027.
- Ruby-Fill® revenue continuing rapid expansion (~30%+ growth), with increasing market size, share, and pricing.
- Allergy business growing faster than US market rates (3-5%), driven by non-US markets and increased US market share.
- Line 3 tech transfer revenues expected at $60-$80 million in FY2027, with margins improving post full utilization.
- Montreal site expected to reduce losses in FY2028 and to start generating revenues from Line 5 from FY2029.
2 more points from Jubilant Pharmova Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Jubilant Pharmova Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY2026 capex was Rs.1,668 Crores; FY2027 capex expected to be similar.
- Key ongoing projects:
- Spokane Line 4: $34 million remaining of $200 million total.
- Montreal Line 5: $87 million pending of total ongoing investment.
- PET pharmacies: $50 million pending with $22 million spent so far.
- No additional capex envisioned beyond these projects for next 12-18 months.
- Capital allocation is strictly based on crossing ROCE thresholds.
- These projects focus on expanding sterile injectable CDMO capacity and PET manufacturing.
2 more points from Jubilant Pharmova Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Jubilant Pharmova Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from Jubilant Pharmova Ltd's call on order book
Create a free account to keep reading this call
Jubilant Pharmova Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.3K Cr, net profit ₹119 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Jubilant Pharmo's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY24 earnings call analysis →
- Q1 FY25 earnings call analysis →
- Q2 FY25 earnings call analysis →
- Q3 FY25 earnings call →
- Q3 FY23 earnings call →
- Q2 FY23 earnings call →
- Q1 FY23 earnings call →
- Q4 FY22 earnings call →
- Q3 FY22 earnings call →
- Q1 FY22 earnings call →
- Q4 FY21 earnings call →
Others in Pharmaceuticals & Biotechnology this season
- Balaxi Pharmaceuticals Ltd (Q4 FY26)
Q4 FY26 consolidated revenue: ₹70.71 crore, down 7.3% YoY from ₹76.27 crore in Q4 FY25 (Page 22). Key investor presentation takeaways from Balaxi Pharma's Q4 FY
- Accretion Pharmaceuticals Ltd (Q4 FY26)
45.89 crore, up 18.24% YoY (Page 28). Key investor presentation takeaways from Accretion Pharmaceuticals Ltd's Q4 FY26 investor presentation — and how it ranks
- Gujarat Themis Biosyn Ltd (Q4 FY26)
. Key investor presentation takeaways from Gujarat Themis Biosyn Ltd's Q4 FY26 investor presentation — and how it ranks against sector peers.
- Aptus Pharma Ltd (Q4 FY26)
The investor presentation reports quarterly revenue of ₹40.36 crore for Q4 FY2026. Key concall takeaways from Aptus Pharma Ltd's Q4 FY26 earnings call — and…
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Jubilant Pharmova Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Jubilant Pharmova Ltd Q4 FY26 results?
FY2027 growth momentum expected to strengthen, with low double-digit consolidated business growth anticipated. FY2027 growth momentum expected to strengthen across businesses.
What is Jubilant Pharmova Ltd share price analysis?
Jubilant Pharmova Ltd currently shows a below-average growth signal. The stock trades at a P/E of 33.8 with a market cap of ₹14,730 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jubilant Pharmova Ltd planning capital expenditure?
FY2026 capex was Rs.1,668 Crores; FY2027 capex expected to be similar.
Keep Jubilant Pharmova Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.