Jubilant Pharmova Limited Q4 FY26 earnings call summary

Earnings call of 22 May 2026, summarised by AI from the filing.

₹2,290 cr, grew 19% year-on-year on growth in radiopharma and allergy immunotherapy, CDMO sterile injectable and generics.

Key takeaways

1. Q4 revenue ₹2,290 cr, grew 19% year-on-year on growth in radiopharma and allergy immunotherapy, CDMO sterile injectable and generics.
2. Margin change Q4 EBITDA margin 15.7%, down 272 bps year-on-year on SPECT supply shortage and CMO Montreal under absorption.
3. Growth driver CDMO Sterile Injectables, particularly Line 3 with 10 plus products and one large oncology product.
4. Main risk SPECT supply shortage to impact H1 FY2027 margins; Montreal losses to continue in FY2027.

Original filing on BSE

Jubilant Pharmova Limited Q1 FY27 results

As filed: Revenue ₹2,229 cr (+17% year on year), EBITDA ₹248 cr (−14% year on year), PAT ₹56.4 cr (−45% year on year), EBITDA margin 11.1% (−413 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹2,290 cr (+19% year on year), EBITDA ₹339 cr (−2% year on year), PAT ₹119 cr (−21% year on year), EBITDA margin 14.8% (−307 bps). Score 32 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 307 bps year on year. Consolidated profit -21% but standalone +309%. Share price after the results: −4.5% in 28 days (Nifty 500: +2.4%).
• Q3 FY26: Revenue ₹2,123 cr (+16% year on year), EBITDA ₹290 cr (+1% year on year), PAT ₹55.8 cr (−11% year on year), EBITDA margin 13.6% (−217 bps). Score 23 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit before exceptional items growth was well below it. EBITDA margin fell 217 bps year on year. Tax rate 40%. Consolidated profit -45% but standalone +32%. Profit fell 32% from last quarter. Share price after the results: −16.0% in 28 days (Nifty 500: −4.0%).
• Q2 FY26: Revenue ₹1,966 cr (+12% year on year), EBITDA ₹341 cr (+18% year on year), PAT ₹120 cr (+17% year on year), EBITDA margin 17.3% (+85 bps). Score 33 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 85 bps year on year. Tax rate 37%. Consolidated profit +17% but standalone -155%. Share price after the results: −2.6% in 28 days (Nifty 500: +0.4%).
• Q1 FY26: Revenue ₹1,901 cr (+10% year on year), EBITDA ₹290 cr (+15% year on year), PAT ₹103 cr (−79% year on year), EBITDA margin 15.3% (+71 bps). Score 37 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it. EBITDA margin rose 71 bps year on year. Profit fell 32% from last quarter. Share price after the results: −11.7% in 30 days (Nifty 500: −1.3%).
• Q4 FY25: Revenue ₹1,929 cr (+300% year on year), EBITDA ₹345 cr (+300% year on year), PAT ₹151 cr, EBITDA margin 17.9% (+254 bps). Score 98 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 254 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +20.8% in 28 days (Nifty 500: +0.5%).
• Q3 FY25: Revenue ₹1,822 cr (+9% year on year), EBITDA ₹288 cr (+32% year on year), PAT ₹101 cr (+70% year on year), EBITDA margin 15.8% (+281 bps). Score 55 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it. EBITDA margin rose 281 bps year on year. Profit fell 6% from last quarter.
• Q2 FY25: Revenue ₹1,752 cr (+4% year on year), EBITDA ₹289 cr (+19% year on year), PAT ₹103 cr (+66% year on year), EBITDA margin 16.5% (+209 bps). Score 65 of 100, Above trend. EBITDA margin rose 209 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 79% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Jubilant Pharmova Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (22 May 2026)
• Q1 FY26: Results deck (29 Jul 2025)
• Q4 FY25: Results deck (16 May 2025)