Jagsonpal Pharmaceuticals Ltd. · NSE:JAGSNPHARM
Jagsonpal Pharmaceuticals — Q4 FY26 Earnings Presentation
28 slides from Jagsonpal Pharmaceuticals's earnings presentation, Apr 27, 2026
Slide 1: Exchange cover letter for results press release
April 27, 2026 The Department of Corporate Services- Listing The Department of Corporate Services- Listing BSE Ltd, National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street Bandra Kurla Complex, Mumbai-400 001 Bandra (E) Mumbai – 400 051 Scrip Code:
Slide 2: Jagsonpal Pharmaceuticals Ltd announces Q4 & FY26 Results
Jagsonpal Pharmaceuticals Ltd announces Q4 & FY26 Results Q4’FY26 Revenue up 10%; PAT up 31%; Cash position at ₹191 Cr ₹40 Cr Buyback Approved; 200% Dividend Proposed Gurugram, April 27, 2026: Jagsonpal Pharmaceuticals Limited (BSE: 507789, NSE: JAGSNPHARM) today announced the audited financial resu
Slide 3: Management commentary and about the company
Commenting on the performance for the quarter, Manish Gupta, Managing Director and CEO, Jagsonpal Pharmaceuticals Limited said, “Our business regained traction in Q4 with growth of 10% on strength of sharper strategic execution. This is reflecting in our industry outpacing performance, with Pharmara
Slide 4: Execution Speaks. Q4FY26 & FY26
Jagsonpal Pharmaceuticals Limited Q4FY26 & FY26 Investor Presentation 27th April, 2026 ExecutionExecution Speaks. Speaks A year defined by delivery and built on disciplined execution
Slide 5: Safe Harbor
Safe Harbor This presentation contains statements that constitute “forward looking statements” including and without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to our future business developments and economic performance. While these
Slide 6: Back On Growth. Ahead of the Market.
Back On Growth. Ahead of the Market. Jagsonpal grew 22.2% in Mar'26 vs. IPM's 10.1%, more than DOUBLE the market growth rate Mar'26 Jan–Mar'26 Mar'26 Month Quarter (Q4) MAT (Annual) IPM (Market) IPM (Market) IPM (Market) 10.1% 10.5% 8.6% Vs Vs Vs Jagsonpal Jagsonpal Jagsonpal 22.2% 14.2% 12.2% Outpe
Slide 7: Star Products: Niche Dominators Driving Growth
Star Products: Niche Dominators Driving Growth Top 10 brands constitutes ~ 58% of revenue, with 9 of them ranked in top #5 All values in ₹ Cr BRAND MAT MOLECULE MAT Brand Brand Mar’26 Mar’25 Gr% Mar’26 Mar’25 Gr% Rank Indocap 1 39 37 5% 52 51 2% Maintane IV 2 33 21 55% 156 132 18% Metadec 2 25 23 9%
Slide 8: Management Commentary
Management Commentary Our business regained traction in Q4 with growth of 10% on strength of sharper strategic execution. This is reflecting in our industry outpacing performance, with Pharmarack reflecting a 12.2% growth for Jagsonpal as compared to IPM growth of 8.6%. Our ‘Top 10’ brands which acc
Slide 9: Growth levers – Built Internally, Visible Externally
Growth levers – Built Internally, Visible Externally Strong Financial Discipline Strengthened Internal Execution Revenue from Operations (₹ Mn) 2,872 2,687 642 586 2,087 • Enhanced MR productivity through focused 435 training • Building high effort Sustainable growth with Rx brands, both Existing &
Slide 10: Disciplined Capital Allocation: Enhanced Dividends + Buyback
Disciplined Capital Allocation: Enhanced Dividends + Buyback Strong FCF -> Delivering shareholder returns through multiple levers FCF (₹ Mn) 614 593 465 FY24 FY25 FY26 Dividend : 200% Dividend : 100% Dividend : 125% (includes Special Dividend of 75%) ROE: 12% ROE: 16% ROE: 19% ROCE: 16% ROCE: 21% *
Slide 11: Proposed Buyback: No promoter participation, Pure shareholder value
Proposed Buyback : No promoter participation, Pure shareholder value DETAILS OF THE BUYBACK Up to 16 lakh equity shares (2.4% of total equity shares; 7.3% of non promoter shareholding of the company) Value: ~ ₹ 40 Cr (~18.4% of the total paid-up equity share capital and free reserves) Price: ₹250, a
Slide 12: Giving Back – 200% Dividend for the Investors
Giving Back – 200% Dividend for the Investors Dividend Metrics Dividend Payout Ratio Payout Ratio Special Dividend Total Payout * (% of PAT) (% of Cash) ₹4 75% ₹ 26.2 Cr. per eq. share (FV 2) 60% 14% Balance Sheet Strength as of March 31st, 2026 Current Cash Position: ₹ 190.7 crores | Free Cash Flow
Slide 13: Topline grows. Bottomline accelerates.
Topline grows. Bottomline accelerates. Q4FY26 : Revenue up 10%, PAT up 31%, cash position of ₹191 Cr Topline trajectory driven by strong internal execution and demand momentum FY26 revenue grew ~7% YoY to ₹2,872 Mn, supported by portfolio strength and focused execution, while Q4 accelerated to ~10%
Slide 14: Financial Highlights: Q4FY26
Financial Highlights: Q4FY26 (All values in ₹ Mn) Revenue from Operations Gross Profit & Margin (%) EBITDA & Margin (%) * PAT & Margin (%) * 642 404 106 368 97 88 586 67 62.9% 63.0% 16.6% 16.4% 11.5% 13.6% Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 11 * EBITDA and EBITDA margin is calcu
Slide 15: Financial Highlights: FY26
Financial Highlights: FY26 (All values in ₹ Mn) Revenue from Operations Gross Profit & Margin (%) EBITDA & Margin (%) * PAT & Margin (%) * FY25 FY26 1,829 609 446 2,872 1,723 579 2,687 375 64.1% 63.7% 21.5% 21.2% 14.0% 15.5% 12 * EBITDA and EBITDA margin is calculated Pre-ESOP, PAT & PAT Margin is c
Slide 16: Income Statement
Income Statement (All values in ₹ Mn) Particulars FY26 FY25 Y-o-Y Q4FY26 Q4FY25 Y-o-Y Revenue from Operations 2,872 2,687 6.9% 642 586 9.6% Total Expenses (2,263) (2,108) 7.4% (537) (489) 9.8% EBITDA* 609 579 5.2% 106 97 8.9% EBITDA Margin* 21.2% 21.5% -1.6% 16.4% 16.6% -0.8% Other Income 120 82 46.
Slide 17: Key Balance Sheet Items
Key Balance Sheet Items (All values in ₹ Mn) Particulars 31-Mar-26 31-Dec-25 31-Mar-25 Shareholders Funds 2,762 2,657 2,399 Tangible Assets 6 6 6 Intangibles 780 798 856 Right of Use Assets 68 72 82 Cash & Equivalents 1,907 1,757 1,456 Other Non-Current Assets (Net) 26 32 47 Lease liabilities 82 85
Slide 18: The Growth Strategy
The Growth Strategy Strategic New Product Launches o Flagship brands launches aligned with long-term growth vision o Entry into growth segments of our core therapies 410 bps FY26 OPM growth Rx lead Volume Growth Revenue Growth (Pre- ESOP) Complemented by o Patient centric approach 1.5X of IPM growth
Slide 19: MySakhi Initiative: Where Business Meets Social Impact
MySakhi Initiative Where Business Meets Social Impact Shaping the Future Empowering Women Through MySakhi.in Expanding outreach with self-testing kits, discounted A dedicated website offering educational lab tests, and an online forum to support women’s resources, health tools, and community holisti
Slide 20: Key CSR Highlights - FY26
Key CSR Highlights - FY26 Sanitation Awareness Relief Empowering education with Standing with communities in Creating safe spaces and healthier lives dignity and hygiene times of crisis • 9 toilet blocks constructed during FY • My Sakhi Initiative: Collaborating with • Provided financial aid to floo
Slide 21: About the Company
About the Company 18
Slide 22: Jagsonpal - Legacy of 'Quality and Trust' since 1964
Jagsonpal - Legacy of ‘Quality and Trust’ since 1964 Deep Market Penetration Quality culture imbibed Enduring Doctor across Operations 100% India Centric Presence across 4,000+ Confidence Business towns and cities through CMOs fully complaint with Trusted by >50,000 doctors WHO-GMP and ISO nationwid
Slide 23: Strong Presence in Key Therapies
Strong Presence in Key Therapies Gynecology Orthopedics o 7th as per CMARC RPM in CVM o 2nd as per CMARC RPM in CVM o Reaching ~90% of the Gynecologists o Reaching ~80% of the Orthopedists nationwide, engagement with 35,000 out of through consistent engagement with 39,000 gynes 10,000 out of 13,000
Slide 24: Building A High-impact Asset Light Model
Building A High-impact Asset Light Model Capital Intensive Activities - Outsourced Ideation Research & Development Contract Manufacturing PAN-India Distribution In-house Ideation For Innovative Drug Concepts. Partner with leading Partner with leading ~1,000 Medical Reps for 1-2 New Product Launches
Slide 25: Strategic Pillars
Strategic Pillars Innovation - Niche Large, well Molecules, trained Dominant Market Work Force Share of ~1,000 Medical Reps Lean Operations: Inorganic Growth Asset Light Powered by Model Strategic Acquisition 22
Slide 26: Diverse Board; Strong Independent Directors
Diverse Board; Strong Independent Directors Governance Framework Statutory Auditors: Debasis B Nandy Radhika M Dudhat Pallavi D Gupta Walker Chandiok Independent Independent Director Independent Director Director (Partner, Shardul Amarchand (Partner, S.R. Dinodia & Co. LLP) Mangaldas & Co.) Internal
Slide 27: 5-Year journey in a nutshell
5-Year journey in a nutshell (All values in ₹ Mn) Revenue (₹ Mn) Operating EBITDA (₹ Mn)* 2,872 579 609 2,687 2,176 2,367 434 2,087 364 250 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Operational PAT (₹ Mn) Margins built to last 22% 21% 18% 17% 16% 14% 12% 11% 11% 446 375 9% 267 189 225 EBITDA
Slide 28: Thank You
Thank You Feel free to reach out to us if you have any questions JAGSONPAL PHARMACEUTICALS LTD. Corporate Office: Nimai Tower, 3rd Floor, Plot No. 412-415, Phase-IV, Udyog Vihar, Gurugram -122015, Haryana (India) cs@jagsonpal.com www.jagsonpal.com +91 124 4406710 INVESTOR RELATIONS Soumya Chhajed Em
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