Jb Chemicals & Pharmaceuticals Ltd. · NSE:JBCHEPHARM
Jb Chemicals & Pharmaceuticals — Q1 FY26 Earnings Presentation
19 slides from Jb Chemicals & Pharmaceuticals's earnings presentation, Jul 30, 2025
Slide 1: Company Presentation filing letter to NSE
July 30, 2025 National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot No. C/1, G-Block, Bandra Kurla Complex, Bandra (E), Mumbai – 400051. Stock Symbol: JBCHEPHARM Dear Sir, Sub: Company Presentation Enclosed is Company’s presentation on financial results for the quarter ended on Ju
Slide 2: JB Pharma – Q1 FY26 Investor Presentation
JB Pharma – Q1 FY26 Investor Presentation July 30, 2025 www.jbpharma.com jbpharma/
Slide 3: Disclaimer
Disclaimer No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the d
Slide 4: JB Pharma At A Glance
JB Pharma At A Glance INR 3,918 Cr 6 Top 5 FY25 Revenue Brands in IPM Top 300 CDMO of Lozenges Globally Scale 58% #16 47% Domestic Revenue% Prescription Rank FY25 Chronic%(1) (FY25) (FY25) Domestic 1.6x 17% 20% Outperformance vs Revenue CAGR Operating EBITDA CAGR Growth IPM (MAT Jun’25) (FY22-25) (F
Slide 5: Q1 FY26 Business Performance
Q1 FY26 Business Performance 4
Slide 6: CEO’s Message – Q1 FY26
CEO’s Message – Q1 FY26 “ “JB continues to be the fastest growing domestic pharma company amongst top 25 organizations as per IQVIA MAT Jun’25 data. The domestic business recorded approx. 14% value growth. This was driven by acute and chronic segments, including our ophthalmology portfolio. Our majo
Slide 7: Results Overview: Q1 FY26 vs Q1 FY25
Results Overview: Q1 FY26 vs Q1 FY25 Revenues (INR crores) 12% 3,484 3918 9% o JB Pharma’s revenue grew 9% to INR 1094 crores as compared to INR 1004 crores 1,004 1,094 o Domestic formulations business recorded revenue of INR 678 crores vs INR 595 crores (YoY growth of 14%) driven by good growth in
Slide 8: EBITDA Analysis – Q1 FY26
EBITDA Analysis – Q1 FY26 INR crores Q1 FY26 Q1 FY25 FY25 FY24 Revenue 1094 1004 3918 3484 Reported EBITDA 301 280 1032 897 Non Cash ESOP Charge 14 12 55 42 Included in Employee Benefits expense One off charges on account of the One-off charge 15 - - - proposed merger scheme *Operating EBITDA 330 29
Slide 9: Financial Overview Q1 FY26 vs Q1 FY25
Financial Overview Q1 FY26 vs Q1 FY25 27.7% Op. EBITDA (INR crores) 27.0% 939 1087 o Operating EBITDA* improved by 13% to INR 330 crores vs INR 292 crores. Operating EBITDA* margin stood at 30.2% v/s 29.0% 30.2% 29.0% o Gross margins increased to 68.3% as compared to 66.2% 330 16% o Cost optimizatio
Slide 10: Domestic Business Q1 FY26 vs Q1 FY25
Domestic Business Q1 FY26 vs Q1 FY25 Domestic Formulations (INR crores) o Domestic business revenue registered YoY growth of 14% 14% to INR 678 crores vs INR 595 Crores 678 o As per IQVIA MAT Jun’25 data, JB is the fastest growing company at 13% among the top 25 companies in the country o As per IQV
Slide 11: JB Pharma: Now Ranks #22 in the Indian Pharmaceuticals Market
JB Pharma: Now Ranks #22 in the Indian Pharmaceuticals Market Among top 25, JB is the One of the fastest growing fastest growing pharma Leadership position company among the Top 25 in company in the IPM in the covered markets the IPM as per IQVIA MAT 13% Vs IPM growth 35% + share in 12 molecule June
Slide 12: 6 Brands now Rank among the Top 300 in the IPM
6 Brands now Rank among the Top 300 in the IPM MAT June’24 Value Sales* MAT June’25 Value Sales* MAT June’24 Rank MAT June’25 Rank 410 474 #30 #23 364 355 #38 #46 187 238 #142 #109 212 234 #112 #115 180 210 #149 #137 101 125 #338 #276 Note 11 All data as per IQVIA *INR crores
Slide 13: Building strong Brand franchises….
Building strong Brand franchises…. Building Large Brand Families… …With Strong Capability to Build Brand Franchises through Lifecycle Management # of Brands by MAT Revenue Strong growth in brand portfolio with 3 times more brands above 100 cr & 2 brands crossing 300 cr mark 2 3 INR 393cr INR 816cr I
Slide 14: JB Pharma Ranks Amongst Top 10 In Cardiac Therapy
JB Pharma Ranks Amongst Top 10 In Cardiac Therapy; 3 Brands In Top 25 In Cardiology Segment #08 MAT Jun'21 MAT Jun’23 MAT Jun’25 #08 4 4 3 #9 35 19 17 #14 #11 44 21 14 3 brands in Top 25 in the Cardiology segment MAT MAT MAT MAT Addition of progressive and strong brands - MAT Jun’21 Jun’22 Jun ’23 J
Slide 15: Capability To Scale Up Acquired Brands Rapidly
…..Capability To Scale Up Acquired Brands Rapidly 24% Brand Sales (INR Cr) 125 34% Sporlac Franchise 94 101 INR 74cr INR 146cr 70 MAT JUN 22 MAT JUN 25 Another Sporlac moved from rank 594 as INR 100cr+ per IQVIA MAT Jun’22 to 276 in SPORLAC GG SPORLAC EVA Brand MAT Jun’25 SPORLAC PLUS MAT JUN 22 MAT
Slide 16: International Business Q1 FY26 vs Q1 FY25
International Business Q1 FY26 vs Q1 FY25 2% 416 -2% 409 o International business recorded revenue of INR 416 crores vs 290 283 INR 409 crores registering growth of 2% 8% o International formulations business registered YoY decline of 106 115 2% to INR 283 crores vs INR 290 crores • While Branded ge
Slide 17: Q1FY26 and FY25 Financial Performance (Consolidated)
Q1FY26 and FY25 Financial Performance (Consolidated) Particulars Q1 FY26 Q1 FY25 YoY Growth FY25 FY24 YoY Growth Revenue from Operations 1094 1004 9% 3918 3484 12% Cost of Goods Sold 347 340 2% 1317 1182 11% Gross Profit 747 665 12% 2601 2302 13% Gross Profit Margins 68.3% 66.2% 66.4% 66.1% Employee
Slide 18: About JB Pharma
About JB Pharma J.B. Pharma (BSE: 506943 | NSE: JBCHEPHARM | For further information, please ISIN: INE572A01028), established in 1976, is one contact: of the fastest growing pharmaceutical companies in India and a leading player in the hypertension Narayan Saraf, Chief Financial Officer segment. Bes
Slide 19: Thank you
Thank you www.jbpharma.com 18
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