| Metric | Value (₹ Cr) | Q3 FY26 | Q4 FY25 |
|---|---|---|---|
| Revenue | 64.20 | 12.0% | 9.6% |
| Total Income | 67.37 | 11.3% | 9.8% |
| Expenditure | 55.62 | 6.3% | 6.1% |
| PBT | 11.76 | 19.0% | 35.0% |
| Net Profit | 8.76 | 20.0% | 33.1% |
| OPM | 17.38% | 2.07pp | 2.86pp |
| NPM | 13.01% | 1.41pp | 2.28pp |
| EPS | 1.25 | 25.1% | 27.6% |
Jagsonpal Q4 PAT up 31%, Revenue up 10%; ₹40 Cr Buyback, 200% Dividend
27 Apr 2026 · 27 Apr, 7:41 pm
Summary
Jagsonpal Pharmaceuticals Limited announced solid financial results for Q4 and the full fiscal year ended March 31, 2026. The company reported a 9.6% year-on-year revenue growth in Q4FY26 to ₹642 Mn, with full-year FY26 revenue increasing by 6.9% to ₹2,872 Mn. Profit after tax saw a significant rise, up 31% to ₹88 Mn in Q4 and 19% to ₹446 Mn for the full year, underscoring sustained profitability. The Board has approved a ₹40 Cr share buyback and recommended a 200% dividend for FY26, signaling confidence in the business's growth momentum and commitment to enhancing shareholder value. Management expects continued acceleration on all parameters driven by organic growth strategies and exploration of inorganic opportunities.
Key Highlights
- 1
Q4FY26 revenue for Jagsonpal Pharmaceuticals grew 9.6% year-on-year to ₹642 Mn, contributing to a full-year FY26 revenue increase of 6.9% to ₹2,872 Mn.
- 2
Profit after tax (PAT) for Q4FY26 surged by 31% year-on-year to ₹88 Mn, while full-year FY26 PAT increased 19% to ₹446 Mn.
- 3
The Board proposed a share buyback of up to 16 lakh equity shares (2.4% of total equity) at ₹250 per share, with a total outlay of ₹40 Cr, anticipated to enhance ROCE from 22.0% to 25.7% and ROE from 16.2% to 18.9%.
- 4
Jagsonpal Pharmaceuticals recommended an enhanced dividend distribution at 200% (including a 75% special dividend) for FY26, resulting in a total cash outlay of ~₹262 Mn to shareholders.
- 5
Operating EBITDA for Q4FY26 stood at ₹106 Mn with a margin of 16.4%, while full-year operating EBITDA was ₹609 Mn with a margin of 21.2%, demonstrating efficient operating discipline.
- 6
The company maintained a robust cash balance of ₹1,907 Mn as of March 31, 2026, reflecting an uptick of ₹451 Mn due to strong operational and financial discipline.
Management Comments
Manish Gupta
Our business regained traction in Q4 with growth of 10% on strength of sharper strategic execution. This is reflecting in our industry outpacing performance, with Pharmarack reflecting a 12.2% growth for Jagsonpal as compared to IPM growth of 8.6%. Our ‘Top 10’ brands which account for ~58% of revenues continue to drive performance. Our yearly revenues grew 7% while our operating net profit grew 19% in the same period, with the year closing with a healthy cash position of ₹191 crores. The Board has recommended a dividend of 200% (including a special dividend of 75%) for FY26. We will shortly be launching the proposed ₹40 crore buy-back at ₹250 per share as we received shareholder approval today. These shareholders-centric actions are reflective of our confidence in growth momentum of business in FY27 and beyond, with continued strong cash generation and improving ROCE/ROE. We are confident of continued acceleration on all parameters given our focus on organic growth through improved MR productivity, strengthening key brands, and launching strategic new products, even as we look for value-accretive inorganic opportunities.
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