JB Chemicals & Pharmaceuticals Limited — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JB Chemicals' Q4 FY26 revenue declined 5% to INR 904 Cr, with adjusted EBITDA flat at INR 241 Cr and adjusted PAT at INR 150 Cr. Gross margin improved to 70%. The quarter reflects an "operational reset" post-Torrent acquisition, impacting performance. India's branded business grew 8%, though overall India sales grew 2% due to discontinuation of low-margin trade generics. International business de-grew 9% amidst shipping constraints. Management anticipates gradual recovery, emphasizing branded India growth, cost synergies, and accelerated CDMO execution, despite short-term integration impacts. A final dividend of INR 9.3 per share was approved.