JB Chemicals & Pharmaceuticals Limited — PPTs, 30-07-2025: Investor Presentation

**Financial Highlights:**

JB Pharma's Q1 FY26 revenue grew 9% YoY to INR 1094 Cr, with domestic formulations up 14% (INR 678 Cr). Operating EBITDA jumped 13% to INR 330 Cr, margins hitting 30.2% (first time >30%). Gross margins improved to 68.3%. Net Profit increased 14% YoY to INR 202 Cr, despite one-off charges.

**Strategic Initiatives & Growth Drivers:**

Focus is on profitable growth via cost optimization and efficiencies. Strategies include building robust brand families through lifecycle management and rapidly scaling acquired portfolios like Sporlac, pediatrics, and ophthalmology.

**Business Developments:**

JB Pharma is the fastest-growing domestic pharma among the top 25, outperforming the IPM. Key wins include Razel exceeding INR 100 Cr, Sporlac reaching INR 146 Cr with boosted market rank, and continued strong CDMO business momentum.

**Market Position & Competitive Advantage:**

Ranked #22 in the IPM, JB Pharma consistently outperforms. It's #8 in Cardiac Therapy with 3 top 25 brands, boasts 6 brands in the IPM Top 300, and is a global top 5 leader in medicated lozenges.

**Investor Implications:**

JB Pharma's consistent outperformance and expanding margins signal positive growth potential. Strategic brand building and CDMO growth support sustainable future earnings. Investors should monitor execution dynamics from one-off merger-related charges.