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J B Chemicals & Pharmaceuticals Q4 FY26 Share Price & Earnings Call Analysis

₹2,409.00-3.87% today
Market cap
₹38,677 Cr
P/E
53.83
ROE
18.93%
PEG
2.58
Price to sales
9.32
Debt to equity
0.00
52W high / low
₹2,526 / ₹1,672
Sales growth (5Y)
15.22%
EBITDA margin
26.70%
Net profit margin
17.32%
Promoter holding
48.80%
Sales (last year)
₹4,148 Cr

J.B. Chemicals and Pharmaceuticals Limited, established in 1976, is one of India's leading pharmaceutical companies. An integrated, publicly-listed organization with a focus on supplying affordable, quality products both in India and internationally, JBCPL is trusted by healthcare professionals globally. [1]

Guidance scorecard · Q4 FY26 call

What J B Chemicals & Pharmaceuticals Ltd's management guided
and where it ranks in Pharmaceuticals & Biotechnology

Revenue10–20%MarginsUp 0–2%CapexWhat management saidFundraisingWhat management saidOrder bookWhat management said

RevenueQ4 FY26 call

10–20%
  • JB Chemicals aims for gradual recovery to previous growth trajectories post Q4 operational reset.
  • India business expected to achieve double-digit (low to mid-teens) growth, likely taking a couple of quarters to normalize.
  • International business anticipates single-digit growth starting Q2 FY27, factoring in geopolitical challenges.
  • CDMO segment has strong growth drivers with multiple signed contracts but faces execution delays; growth momentum expected once execution improves.
  • Growth strategies include increasing wallet share with existing top customers (Innova, Kenvue, P&G, Reckitt), expanding geographic footprint, and tapping new large customers globally.
  • Merger synergies with Torrent Pharma expected to drive growth in branded business and improve margins.

2 more points from J B Chemicals & Pharmaceuticals Ltd's call on revenue

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Full Q4 FY26 analysis

MarginsQ4 FY26 call

Up 0–2%

See what J B Chemicals & Pharmaceuticals Ltd said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

CapexQ4 FY26 call

Ask what J B Chemicals & Pharmaceuticals Ltd said on capex →

Full Q4 FY26 analysis

FundraisingQ4 FY26 call

See what J B Chemicals & Pharmaceuticals Ltd said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

Order bookQ4 FY26 call

  • JB Chemicals and Pharma has several new contracts and projects signed in the CDMO segment with top global customers like Innova, Kenvue, P&G, and Reckitt.
  • The company aims to accelerate execution and delivery of these signed contracts to convert them into revenue faster.
  • Growth strategy includes increasing wallet share with existing customers by expanding geographic footprint, supplying existing products in additional markets.
  • Medium to long-term plans involve tapping into large customers globally where JB is not currently present.

2 more points from J B Chemicals & Pharmaceuticals Ltd's call on the order book

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Full Q4 FY26 analysis
Full Pharmaceuticals & Biotechnology ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does J B Chemicals & Pharmaceuticals Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Pharmaceuticals & Biotechnology companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹556 Cr22.1
240%+Up 0–2%₹215 Cr22.2
340%+Flat₹16,144 Cr—
440%+Flat₹6,072 Cr48.0
540%+Flat₹40 Cr—
620–40%Up 2%+₹50,220 Cr43.8

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Financials of J B Chemicals & Pharmaceuticals Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of J B Chemicals & Pharmaceuticals Ltd

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +7628968828458621,0041,0019639491,0941,0851,065904
Expenses +599664638621664724730709723793775769703
Operating Profit164232244223198280271255226301310296201
OPM %21%26%28%26%23%28%27%26%24%28%29%28%22%
Other Income +568717610814151518-15
Interest14121012962311121
Depreciation32313234414142424643444550
Profit before tax122194209184165240237218193272279267135
Tax %28%27%28%27%23%26%26%25%25%25%26%26%25%
Net Profit +88142151134126177175162146202208198101
EPS in Rs5.669.199.728.618.1311.3911.2410.459.3612.9713.2712.636.31

Financials of J B Chemicals & Pharmaceuticals Ltd

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +1,1441,2101,3441,4081,6431,7752,0432,4243,1493,4843,9184,148
Expenses +9641,0041,1121,1911,3371,3971,4821,8812,4542,5872,8863,040
Operating Profit1802062322183063785605436968971,0321,107
OPM %16%17%17%15%19%21%27%22%22%26%26%27%
Other Income +1158503741411123910373833
Interest7115353753644126
Depreciation3941475756666973114138171182
Profit before tax146212230194287349597505555752887952
Tax %31%23%20%28%32%22%25%24%26%26%26%26%
Net Profit +100163184139194272449386410553660709
EPS in Rs5.929.5810.858.2812.0517.6028.9824.9326.4835.6142.3744.19
Dividend Payout %118%26%5%12%21%31%28%33%34%34%37%21%

Financials of J B Chemicals & Pharmaceuticals Ltd

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital171717171615151515161616
Reserves9781,1671,3471,4251,4641,4201,7942,1192,4652,9083,4184,143
Borrowings +127193492926294555572378282
Other Liabilities +365270262294286349376412495687804807
Total Liabilities1,4871,6481,6741,7651,7921,8142,2312,6013,5473,9884,2654,969
Fixed Assets +3294406796406216516341,2771,9012,0041,9681,898
CWIP551354171516261955766361
Investments55247941143445740367813206388345765
Other Assets +5525945806746997438941,2931,3851,5191,8892,244
Total Assets1,4871,6481,6741,7651,7921,8142,2312,6013,5473,9884,2654,969

Financials of J B Chemicals & Pharmaceuticals Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +127140201123194276315170626801902704
Cash from Investing Activity +-112-26-45-21-2824-2312-962-404-296-586
Cash from Financing Activity +-1-100-184-60-156-306-87-138357-385-580-123
Net Cash Flow1315-284311-6-334201127-5
Free Cash Flow56-634894153205315-529-138540783623
CFO/OP91%94%107%75%85%97%81%56%104%104%107%87%

Financials of J B Chemicals & Pharmaceuticals Ltd

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days848272786871708467727669
Inventory Days122146138145149159181178134155147192
Days Payable637168757297979775110114110
Cash Conversion Cycle143158142148146133153164127117109151
Working Capital Days16387593918191122815579191
ROCE %13%15%14%11%18%23%33%23%22%25%26%26%

Guidance history

How J B Chemicals & Pharmaceuticals Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q4 FY26 call →10–20%Up 0–2%———
Q3 FY26 call →10–20%Flat——Rising
Q2 FY26 call →10–20%FlatPlanned—Rising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

Continue your research

What J B Chemicals & Pharmaceuticals Ltd's management said in earlier quarters

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