Jagsonpal Pharmaceuticals

Jagsonpal Pharmaceuticals reported a strong Q4 FY26 recovery with revenue of ₹64 croreCurrent reported value: ₹64 crore. No comparable prior figure is available in the source record. (+10Current reported value: 10. No comparable prior figure is available in the source record.% YoY) and PAT of ₹9 croreCurrent reported value: ₹9 crore. No comparable prior figure is available in the source record. (+31Current reported value: 31. No comparable prior figure is available in the source record.% YoY), driven by improved MR productivity and sharper brand focus in gynecology and dermatology. The company outperformed the IPM with 14.2% growthCurrent 14.2% growth. Reported change: +3.7pp vs IPM. in Q4 (vs IPM ~10.5%) and 12.2% MAT growthCurrent 12.2% MAT growth. Reported change: +3.6pp vs IPM. (vs IPM ~8.6%). Management reiterated its target of growing at 1.5x IPMCurrent reported value: 1.5x IPM. No comparable prior figure is available in the source record. (implying 12-15% revenue growth) and expects margin stability. A ₹40 crore buyback and 200% dividend (including 75% special) underscore capital discipline. Key risk: cost pressures from Middle East disruptions on packaging and raw materials, though management believes impact on profitability will be limited.