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Cost pressure from Middle East disruptions
View Risks →Jagsonpal Pharmaceuticals Ltd — Q4 FY26
Jagsonpal Pharmaceuticals reported a strong Q4 FY26 recovery with revenue of ₹64 crore (+10% YoY) and PAT of ₹9 crore (+31% YoY), driven by improved MR productivity and sharper brand focus in gynecology and dermatology.
bullish
high
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2-Minute Summary
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Jagsonpal Pharmaceuticals reported a strong Q4 FY26 recovery with revenue of ₹64 crore (+10% YoY) and PAT of ₹9 crore (+31% YoY), driven by improved MR productivity and sharper brand focus in gynecology and dermatology. The company outperformed the IPM with 14.2% growth in Q4 (vs IPM ~10.5%) and 12.2% MAT growth (vs IPM ~8.6%). Management reiterated its target of growing at 1.5x IPM (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.
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MAT Growth (Pharmarack)
12.2%
+3.6pp vs IPM
Annual sales growth outperformed the Indian Pharma Market by 3.6 percentage points.
Q4 Growth (Pharmarack)
14.2%
+3.7pp vs IPM
Quarterly growth accelerated to 14.2% against IPM growth of ~10.5%.
Cash Position
₹190 Cr
Flat vs prior year
Strong cash balance of over ₹190 crore at year-end, enabling buyback and dividend.
Volume Growth (Pharmarack)
2%
+1pp vs IPM
Volume growth of 2% vs IPM's ~1%, indicating market share gains.
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Guidance and risk preview
Management targets growing at 1.5 times the Indian Pharma Market growth, implying 12-15% revenue growth based on current IPM trends.
Packaging material costs are rising due to Middle East tensions, and CMO partners may pass on cost increases, though management expects limited pro...
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