Domestic business growth of 12-14% for FY26
Management expects domestic business to grow 12-14% for the full year, driven by chronic segment and volume growth outpacing IPM by 3-4 percentage points.
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J B Chemicals · forward-looking guidance across the available source record.
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CDMO growth of 12-14% for FY26
CDMO segment is expected to grow 12-14% for the full year, with H1 growth at 14% and strong order book for H2.
Gross margin guidance of 67-69% for FY26
Gross margins are expected to remain in the range of 67-69% for the full year, supported by cost optimization and product mix.
EBITDA margin guidance of 27-29% for FY26
EBITDA margins are expected to be in the range of 27-29% for the full year, consistent with earlier guidance.
India branded business to return to low teens growth in a couple of quarters
Management expects India branded business to recover to double-digit/low-teens growth within 2 quarters.
International business single-digit growth from Q2 FY27
International formulations expected to resume single-digit growth from Q2 FY27, assuming West Asia crisis eases.
Merger completion in 1-2 months
Merger with Torrent Pharma expected to be effective within 1-2 months, with hearing in second week of June.
CDMO business to return to positive growth on 12-month basis
CDMO business expected to grow on a 12-month basis, driven by new projects and contracts, but execution remains key.