NSEAnalysts/Institutional Investor Meet/Con. Call Updates4d ago · 28 Oct 2026, 06:43 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Jagsonpal Pharmaceuticals Limited · JAGSNPHARM

✦ AI Summary▲ PositiveResults

Jagsonpal Pharmaceuticals Limited has announced its H1 and Q2 FY27 results, with consolidated revenue growing 29% to ₹964 Mn in Q2FY27 and standalone business up by 9.3%. The company has also made two new acquisitions and is on track for its ₹5,000 Mn revenue 2028 mission.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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October 28, 2026 The Department of Corporate Services- Listing The Department of Corporate Services- Listing BSE Ltd, National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street Bandra Kurla Complex, Mumbai-400 001 Bandra (E) Mumbai – 400 051 Scrip Code: 507789 Symbol: JAGSNPHARM Subject: Press Release for Unaudited Financial Results for quarter and half year ended September 30, 2026 Dear Sir/ Madam, In terms of regulation 30 of the SEBI (Listing Obligations and Disclosure Requirement) Regulations, 2015, please find enclosed herewith a copy of Press Release along with Investor’s presentation for the Unaudited Financial results for the quarter and half year ended September 30, 2026. We request you to take the above on record. Thanking you, For Jagsonpal Pharmaceuticals Limited Pratham Rawal Company Secretary & Compliance officer Jagsonpal announces H1 and Q2 FY27 results Q2FY27 Consolidated revenue grew by 29% to ₹964 Mn, 9.3% on standalone basis Standalone H1FY27 EBITDA & PAT up 11.3% and 10.3% respectively | Cash ₹1,347 Mn Two New Acquisitions, on track for the ₹5,000 Mn revenue 2028 mission Gurugram, October 28, 2026 (NSE: JAGSNPHARM | BSE: 507789) Jagsonpal Pharmaceuticals Limited ("Jagsonpal") today announced its results for the quarter and half year ended September 30, 2026. Consolidated revenue grew 29% to ₹964 Mn in Q2FY27, with the standalone business up by 9.3%. H1FY27 net profit grew 10.3%, backed by organic momentum across key brands. After paying out enhanced dividend of 200% dividend in September, Jagsonpal had a strong cash position of ₹1,347 Mn as on September 30, 2026. Financial Performance (Standalone) at a Glance - Q2FY27 REVENUE EBITDA* PAT ₹814 Mn ₹185 Mn ₹126 Mn ▲ 9.3% YoY 22.7% Margin 15.5% Margin Financial Performance (Standalone) at a Glance - H1FY27 REVENUE EBITDA* PAT ₹1,636 Mn ₹375 Mn ₹258 Mn ▲ 9.0% YoY 22.9% Margin 15.8% Margin *EBITDA and EBITDA margin are before ESOP cost. Acceleration on Every Front Financial Strength Q2FY27: consolidated revenue rose 29% to ~₹964 Mn on the back of 9.3% growth for standalone business, gross margin widened 70 bps, and EBITDA held firm at a 22.7% margin even as the Company stepped up investment for growth, with PAT at ₹126 Mn. H1FY27: core sales grew 9.0% while EBITDA and net profit each grew 11.3% and 10.3% respectively. After paying for Aequitas stake acquisition and a 200% dividend payout during the quarter, Jagsonpal holds ₹1,350 Mn of cash as on September 30, 2026. Organic Momentum MR productivity increase by 10% drove performance, with 7 out of the top 10 brands outperforming the market. Inorganic Scale-up Aequitas Healthcare (85% stake; ₹208 Mn all-cash; FY26 revenue ₹533 Mn) was consolidated from Q2, opening the hospital channel with 1,000+ hospitals. The Group Pharma Wellness Portfolio, was completed on 1st October 2026, strengthening the Wellness portfolio and will compliment growth from Q3 onwards. Strategic Initiatives Investments were calibrated in Q2 (expanded hospital team, a new Aequitas business head, Marketing inputs for Wellness portfolio), holding EBITDA broadly flat at a 22.7% margin. Benefits from these investments should reflect from Q3FY27. Management Commentary Commenting on the performance, Mr. Manish Gupta, Managing Director and CEO, Jagsonpal Pharmaceuticals Limited, said: “In Q2FY27, our focus was to build the platform for our next leg of growth. While our core business grew 9.3% on a like-for-like basis with a 70 bps gross margin expansion, the consolidated revenue stood at ₹964 million as Aequitas became part of the Group, reflecting a 29% growth. This growth will further accelerate from Q3 as the recently acquired Wellness portfolio of Group Pharma will start contributing. We deliberately invested ahead of growth: a strengthened hospital team, a new business head at Aequitas and investments in marketing inputs and foundation planning towards integrating the Wellness portfolio of Group Pharma from 1st October, 2026. While these kept EBITDA flat with a 22.7% margin, we are confident of these investments reflecting in our profitability from Q3 onwards. The trajectory is clear. We expect quarterly revenues to cross ₹1,000 mn in Q3, FY27 and are on track to achieve our Mission 2028 of ₹5,000 million annual revenue. With cash balance of ₹1,347 million, asset-light business model and successful track-record of inorganic growth, we stay confident of adding multiple, accretive transactions to fast-track this journey.” About Jagsonpal Pharmaceuticals Limited Jagsonpal Pharmaceuticals Limited is a 100% India-centric, asset-light branded-generics company with a legacy of “Quality and Trust” since 1964. It spans Gynaecology, Orthopaedics, Dermatology, Wellness and Critical care, reaching 1,37,000+ doctors and 1,000+ hospitals. It is listed on NSE (JAGSNPHARM) and BSE (507789). Visit www.jagsonpal.com. For Further Details, Please Contact Jagsonpal Pharmaceuticals Limited E- cs@jagsonpal.com | Tel: +91 124 4406710 CIN: L74899DL1978PLC009181 GoIndia Advisors - Investor Relations Advisors Soumya Chhajed | E- soumya@goindiaadvisors.com | M: +91-8619707750 Jagsonpal Pharmaceuticals Limited ACCELERATION Q2 & H1 –Performance Highlights • Organic momentum • Inorganic skill IN PLAY • Strategic reset • Financial strength 28th October 2026 DISCLAIMER Safe Harbor This presentation contains statements that constitute “forward looking statements” including and without limitation, statements relating to the implementation of strategic initiatives,andotherstatementsrelatingtoourfuturebusinessdevelopmentsandeconomic performance. While these forward-looking statements represent our judgment and future expectations concerning the development of our business, such statements reflect various assumptions concerning future developments and several risks, uncertainties and other importantfactorsthatcouldcauseactualdevelopmentsandresultstodiffermateriallyfrom ourexpectations. These factors include, but not limited to: 1) change in the general market and macro- economic conditions, 2) governmental and regulatory trends, 3) successful implementation of our strategy, R&D efforts, growth & expansion plans and technological changes, 4) movements in currency exchange and interest rates, 5) increase in the competitive pressures and technological developments, 6) changes in the financial conditions of third parties dealing with us, 7) changes in laws and regulations that apply to our customers, suppliersandthepharmaceuticalindustry. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results, performance or achievements of Jagsonpal PharmaceuticalsLimitedmay vary materially fromthose describedintherelevant forward- lookingstatements. Theinformationcontainedinthispresentationiscurrent,andifnotstatedotherwise,made as of the date of this presentation. The Company undertakes no obligation to update or revise any information in this presentation because of new information, future events or otherwise. Thispresentationisforinformationpurposeonlyandisnotaprospectus,astatementinlieu of a prospectus, an offering circular, an advertisement or an offer document under the Companies Act, 2013, as amended, or the rules made thereunder, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, asamended,oranyotherapplicablelawinIndia. Jagsonpal Pharmaceuticals Ltd | Q2FY27 Investor Presentation MANAGING DIRECTOR’S MESSAGE A quarter of building, ahead of a year of acceleration In Q2FY27, our focus was to build the platform for our next leg of growth. While our core business grew 9.3% on a like-for-like basis with a 70 bps gross margin expansion, the consolidated revenue stood at ₹964 million as Aequitas became part of the Group, reflecting a 29% growth. This growth will further accelerate from Q3 as the recently acquired Wellness portfolio of Group [Showing first 8,000 characters — download PDF for full document]