Jagsonpal Pharmaceuticals Limited — Investor Meet, 04-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jagsonpal Pharmaceuticals (JPL) kicked off Q1 FY27 strongly. Revenue grew 9% to Rs. 82 Cr, EBITDA jumped 21% to Rs. 19 Cr (23%+ margin), and PAT rose 22% to Rs. 13 Cr (16% margin).

Management eyes 1.5x industry growth, driven by shifting focus to higher-margin semi-chronic/specialty therapies, brand building, and operational efficiency. A key move was acquiring an 85% stake in Aequitas Healthcare for Rs. 20.8 Cr, securing entry into the hospital segment. Aequitas, with FY26 revenue of Rs. 53 Cr, targets Rs. 10 Cr EBITDA in two years, aiming for Rs. 100 Cr revenue in 2.5 years by cross-selling JPL brands.

Q&A covered Aequitas' aggressive EBITDA target, working capital efficiency improvements (driven by inventory control and debtor collection), and the strong performance of key brands like Maintane, Indocap, and Endoreg. Management expressed confidence in leveraging strategic acquisitions and operational excellence for compounding growth.