Arthneeti

Jubilant Pharmova Q1 FY27 Share Price & Earnings Call Analysis

₹946.00+0.22% today
Market cap
₹15,070 Cr
P/E
38.85
ROE
6.53%
PEG
0.83
Price to sales
1.75
Debt to equity
0.51
52W high / low
₹1,181 / ₹808
Sales growth (5Y)
6.31%
EBITDA margin
14.15%
Net profit margin
5.25%
Promoter holding
47.67%
Sales (last year)
₹8,608 Cr

Jubilant Pharmova Ltd is an integrated global pharmaceuticals company having three business segments i.e. pharmaceuticals, contract research and development services and proprietary novel drugs.[1]

Guidance scorecard · Q1 FY27 call

What Jubilant Pharmo's management guided
and where it ranks in Pharmaceuticals & Biotechnology

#65of 83 in
Pharmaceuticals & Biotechnology
Revenue10–20%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ4 FY26 call

10–20%
  • 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 Pharmo's call on revenue

Create a free account to keep reading this call

Full Q4 FY26 analysis

MarginsQ4 FY26 call

Flat

See what Jubilant Pharmo said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

CapexQ4 FY26 call

Planned
  • FY2026 capex was Rs.1,668 Crores; FY2027 capex expected to be similar.
  • 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 Pharmo's call on capex

Create a free account to keep reading this call

Full Q4 FY26 analysis

FundraisingQ4 FY26 call

See what Jubilant Pharmo said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

Order bookQ4 FY26 call

  • The CDMO Sterile Injectables business has about 10+ products in tech transfer on Line 3, with commercial production expected late FY2027, generating $60-$80 million revenue.
  • Approximately 80% of these Line 3 products are complex biologics, commanding premium pricing.
  • Ruby-Fill® franchise is rapidly expanding in market size and share, contributing to increasing recurring revenues.
  • Allergy business growth driven by increased market share and expansion into non-US markets.

2 more points from Jubilant Pharmo's call on the order book

Create a free account to keep reading this call

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 Jubilant Pharmo rank?

Portfolio builder

Build your portfolio
from the top-ranked stocks

  1. 1. Pick 3–15 stocks
  2. 2. Choose large, mid or small cap and your sectors
  3. 3. Get a portfolio built from the rankings
Build my portfolio

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

Sign up free to see every company in the sector ranking and track Jubilant Pharmo.

Pro shows every company guiding 40%+ revenue growth →Full Pharmaceuticals & Biotechnology ranking

Jubilant Pharmo announcements

All announcements →

Financials of Jubilant Pharmo

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

Financials of Jubilant Pharmo

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +1,6781,5871,6801,6771,7591,7321,7521,8221,9291,9011,9662,1222,290
Expenses +1,4591,4191,4381,4591,4871,4801,4631,5351,5841,6111,6251,8331,951
Operating Profit219168242218271252289287345290341289339
OPM %13%11%14%13%15%15%17%16%18%15%17%14%15%
Other Income +2191949-1514108-109124-1910
Interest56626671737161565349505656
Depreciation2719097951019191919598105121117
Profit before tax-862598101-5450014413020615419093176
Tax %16%76%37%34%15%4%29%23%27%34%37%40%32%
Net Profit +-10066266-6248210210115110212056119
EPS in Rs-6.150.403.924.19-3.6830.266.456.339.646.467.553.517.50

Financials of Jubilant Pharmo

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +5,7515,7495,8617,5189,1115,9766,0996,1306,2826,7037,2348,280
Expenses +5,1414,4934,5105,9957,3674,4284,6954,9805,5035,8026,0617,020
Operating Profit6101,2561,3521,5221,7441,5481,4031,1507799011,1731,260
OPM %11%22%23%20%19%26%23%19%12%13%16%15%
Other Income +8641936-2492252638-9-764167
Interest368371341284220200184145188272240212
Depreciation288347291415371340349382554382369440
Profit before tax405427388599041,2331,13363028170981614
Tax %200%29%22%26%36%27%26%34%333%57%15%35%
Net Profit +-40387575634577898836413-6573836398
EPS in Rs-3.6324.6036.1440.3536.0656.3952.4725.98-3.834.8452.6925.02
Dividend Payout %-83%12%8%7%12%9%10%19%-130%102%9%20%

Financials of Jubilant Pharmo

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital161616161616161616161616
Reserves2,4382,9513,4204,0714,7935,5884,7265,3035,3835,4186,2397,077
Borrowings +4,7934,4934,0453,4694,8404,8082,8303,1923,6773,6642,7313,615
Other Liabilities +1,3721,2801,4171,9021,6701,8981,1921,3191,8532,2403,5984,815
Total Liabilities8,6198,7408,8999,45711,31912,3108,7639,83010,92911,33812,58415,523
Fixed Assets +4,9115,1045,1075,4015,6486,3404,6094,8715,1835,0915,1768,044
CWIP5976116846719017688971,0901,5622,1033,6302,962
Investments408510312411569241239256424461
Other Assets +3,0712,9393,0063,2624,6545,1333,0173,6313,9284,1013,7354,455
Total Assets8,6198,7408,8999,45711,31912,3108,7639,83010,92911,33812,58415,523

Financials of Jubilant Pharmo

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 +7831,0991,2681,3031,1221,5431,7848386619711,0721,227
Cash from Investing Activity +-362-309-465-614-1,018-267-727-323-474-596512-1,260
Cash from Financing Activity +-503-843-686-901657-1,050-1,709-33-157-432-1,45395
Net Cash Flow-82-52117-212761225-65248230-5813262
Free Cash Flow4347608068194739751,270241-13583-38-120
CFO/OP141%91%104%103%84%116%155%90%111%131%112%114%

Financials of Jubilant Pharmo

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days526063555179495556504547
Inventory Days169207223177147463268308268220178170
Days Payable99106137145106273124139160146158170
Cash Conversion Cycle12216214987922681942241651246547
Working Capital Days12450454562745657561613
ROCE %6%13%15%15%16%15%12%10%3%7%10%9%

Guidance history

How Jubilant Pharmo's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q4 FY26 call →10–20%FlatPlanned——
Q1 FY26 call →20–40%FlatPlanned—Rising
Q3 FY23 call →10–20%FlatPlannedPlanned—

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

25out of 100

Momentum score · price trend

25 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−16.8%40%
Last 6 months+2.1%56%
Last 3 months−1.6%61%

The price is 25.2% below its all-time high of ₹1,264 (1 Nov 2024). Stocks more than 20% below their peak have their score halved, so 51 became 25.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Jubilant Pharmo: 0.4 × 40 + 0.4 × 56 + 0.2 × 61 = 51, halved to 25 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Jubilant Pharmo's management said in earlier quarters

Others in Pharmaceuticals & Biotechnology this season

  • Lincoln Pharmaceuticals Ltd (Q2 FY27)

    2,798.12 Lakhs increase (approximately 17.1% growth) . Key results statement takeaways from Lincoln Pharmaceuticals Ltd's Q2 FY27 results statement — and how it

  • Alivus Life Sciences Ltd (Q2 FY27)

    Q2 FY27 Revenue from Operations: ₹6,820 million, up 16.0% year-on-year (YoY). Key investor presentation takeaways from Alivus Life Sciences Ltd's Q2 FY27 invest

  • Strides Pharma Science Ltd (Q2 FY27)

    Q2FY27 Revenue: ₹14,297 million, up 17.1% YoY (Page 4, 15) . Key investor presentation takeaways from Strides Pharma Science Ltd's Q2 FY27 investor presentation

  • Laurus Labs Ltd (Q2 FY27)

    2Q FY27 Revenue:** ₹2,206 crore, up 33% year-on-year (Y-o-Y) and 9% quarter-on-quarter (Q-o-Q). Key investor presentation takeaways from Laurus Labs Ltd's Q2 FY

Compare:vs Sun Pharma.Inds.vs Divi's Lab.vs Torrent Pharmaceuticals Ltd