JBCHEPHARM

What JB Chemicals & 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 · Q4 FY26

what the last two calls moved 9 tracked 2 delivered 4 missed 3 open
  • Operating EBITDA Margin delivered said Q4 FY25 Promised: 27% to 29% for FY26 Q4 FY26: Achieved a full-year FY26 adjusted EBITDA margin of 28.1%, which falls within the guided range of 27-29%.
  • CDMO Quarterly Run Rate missed said Q4 FY25 Promised: INR150 crore every quarter for FY26 Q4 FY26: Full year FY26 CDMO revenue was INR 445 crore, an average of INR 111.25 crore per quarter, missing the original INR 150 crore target and the revised INR 115-120 crore guidance.
  • India Business Growth open said Q4 FY26 Promised: Double-digit or low teens growth in a couple of quarters Q4 FY26: Management guided that achieving double-digit or low teens growth in the India business would take a couple of quarters, following the operational reset.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 9 tracked commitments for JB Chemicals & Pharmaceuticals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens