Jubilant Pharmova Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant Pharmova's Q4 FY2026 revenue rose 19% YoY to Rs.2,290 Cr, with full-year revenue up 14% to Rs.8,280 Cr. EBITDA margins temporarily dipped due to Radiopharma product shortages and Montreal facility costs. Management expects stronger FY2027 growth, with EBITDA margins improving in H2 as operations stabilize.

Key updates: CDMO Line 3 is onboarding 10+ biologics, with commercial production slated for late FY2027, projecting $80-90 million peak revenue earlier than planned. Radiopharma's MIBG NDA filing is set for H2 FY2027, aiming for accelerated approval and self-launch. The API business expects custom manufacturing revenue in FY2027. Net debt is Rs.1,952 Cr, targeting zero by FY2030. Management expresses confidence in future growth from strategic investments.