JAGSNPHARM

What Jagsonpal Pharmaceuticals promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 2 delivered 3 missed 9 open
  • Capital Allocation Strategy delivered said Q1 FY26 Promised: If cash is not used for inorganic strategy, it will be returned to shareholders. Q1 FY27: This promise pertained to FY26 and was concluded with an 'achieved' verdict. The company has since completed the buyback and made an acquisition.
  • Full Year Revenue Growth missed said Q1 FY26 Promised: Overall guidance of 15% for the year. Q1 FY27: This promise pertained to FY26 and was concluded with a 'missed' verdict. No new information in this quarter.
  • Forward Revenue Growth at risk said Q3 FY26 Promised: 1.5x IPM growth (translating to 12-15%) for FY27 and beyond. Q1 FY27: Company's reported primary sales growth was 9% YoY. Management noted the relevant industry benchmark (IPM) grew 11.6%. As 9% is less than 1.5x of 11.6% (17.4%), the company is not currently meeting this target on a primary sales basis, despite outperformance on a secondary sales (Pharmarack) basis.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for Jagsonpal Pharmaceuticals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens