JB Chemicals & Pharmaceuticals Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JB Pharma reported strong Q1 FY26 results: Revenue up 9% to INR 1,094 Cr, Operating EBITDA (excluding one-off charges) rose 13% to INR 330 Cr, and PAT (excluding one-off impact) surged 21% to INR 214 Cr. Domestic business grew 14% to INR 678 Cr, outperforming the market, fueled by key brands like Sporlac and Razel. CDMO business improved 8% to INR 115 Cr. Management guides for 12-14% full-year domestic and CDMO growth, with gross margins around 67% and operating EBITDA margins 27-29%. The company emphasized business as usual despite Torrent Pharma's proposed acquisition of a controlling stake, signaling a confident outlook.