JB Chemicals & Pharmaceuticals Limited — Investor Meet, 20-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JB Chemicals & Pharmaceuticals reported Q4 revenue up 10% at INR949 crore, with EBITDA at INR240 crore (+15%) and net profit at INR146 crore (+15%). Domestic business grew 11%, driven by an 18% rise in the chronic portfolio and strong brand performance. International revenue rose 9%, led by CDMO (+18%) with a solid order book targeting US, Europe, and LATAM. FY25 revenue grew 12% to INR3,918 crore; net profit up 19% to INR660 crore. Gross margin improved ~90 bps to 66.1%; EBITDA margin guidance raised to 27–29%. Ophthalmology portfolio grows mid-teens, with a key license expected FY28 to boost margins. Management is confident on growth, margin expansion, and operational efficiency, with steady capex of ~INR100 crore and sustained dividend payout around 35%.