Jubilant Pharmova , a diversified pharmaceutical company, has reported a 10% year-over-year revenue growth to Rs. 1,901.00 crores for the first quarter of fiscal year 2026. The company also announced upcoming investor meetings in Singapore as part of the Nuvama India Conference.

Financial Performance

The company's Q1 FY26 results showed solid growth across all business units:

The company's EBITDA margins increased year-over-year due to improved performance in CRDMO (Contract Research & Development Manufacturing Organization) and Generics segments. Normalized PAT (Profit After Tax) margins also saw an improvement, attributed to enhanced operating performance and reduced finance costs.

Business Segment Performance

Radiopharmaceuticals

The Radiopharmaceuticals segment, including Radiopharmacies, showed growth with Ruby-Fill® maintaining momentum. The segment reported revenue of Rs. 869.00 crores in Q1 FY26.

Allergy Immunotherapy

The Allergy Immunotherapy business saw year-over-year revenue growth, with EBITDA margins in the normalized range. The segment reported revenue of Rs. 181.00 crores in Q1 FY26.

CDMO Sterile Injectables

The CDMO Sterile Injectables segment reported revenue of Rs. 370.00 crores, with capacity expansion at the Spokane facility progressing ahead of expectations.

CRDMO

The CRDMO segment, comprising Drug Discovery Services and CDMO-API, reported combined revenue of Rs. 302.00 crores. The company continues to increase revenue share from large pharma clients in this segment.

Generics

The Generics segment showed improving growth and profitability outlook, reporting revenue of Rs. 166.00 crores in Q1 FY26.

Upcoming Investor Meetings

Jubilant Pharmova has scheduled investor meetings on August 6, 2025, in Singapore as part of the Nuvama India Conference. The company will meet with nine institutional investors, including:

1. Lion Global Investor Ltd
2. Tree Line Investment Management
3. Templeton Emerging Markets Group
4. Indea Capital Pte Ltd
5. Persistence Capital
6. Amansa Investment Advisors Pvt Ltd
7. Ward Ferry Management Ltd
8. Millenium Partners
9. Capital Research

These meetings underscore the company's commitment to engaging with global investors and showcasing its growth strategy.

Vision 2030

Jubilant Pharmova has set ambitious targets for its Vision 2030:

• Double revenue from current levels
• Achieve 23-25% EBITDA margins
• Reach zero net debt
• Attain high teens return on capital employed

The company's Q1 FY26 results indicate progress towards these goals, with revenue growth and margin improvements across various segments.

Conclusion

Jubilant Pharmova's strong Q1 FY26 performance, coupled with its strategic investor engagements and clear long-term vision, positions the company for continued growth in the pharmaceutical sector. The diversified business model, spanning radiopharmaceuticals, allergy immunotherapy, CDMO services, and generics, provides multiple avenues for expansion and value creation.

Jubilant Pharmova Limited , a leading pharmaceutical company, has announced the resignation of its Chief Financial Officer (CFO) and Whole-Time Director, Arvind Chokhany. The company disclosed this information to the BSE and NSE exchanges as part of its regulatory requirements.

Key Details of the Resignation

Chokhany submitted his resignation letter on July 29, 2025. According to the company's statement, he will continue in his role until the close of business hours on September 30, 2025. This transition period of approximately two months is likely to ensure a smooth handover of responsibilities.

Impact on the Company

The departure of a key executive like the CFO can have significant implications for a company's financial strategy and operations. Jubilant Pharmova has not yet announced a successor, leaving questions about the company's plans for this crucial position.

Company's Performance

While the news of the CFO's resignation is significant, it's worth noting that Jubilant Pharmova has recently reported its financial results for the quarter ended June 30, 2025. The company showed strong performance with the following highlights:

• Consolidated revenue from operations increased by 10% year-over-year to ₹19,007.00 crore.
• EBITDA grew by 14% year-over-year to ₹3,020.00 crore.
• Normalized PAT increased by 48% year-over-year to ₹1,030.00 crore.

Segment Performance

The company's various segments showed mixed results:

Looking Ahead

As Jubilant Pharmova prepares for this leadership transition, stakeholders will be watching closely to see how the company manages the change and who will be appointed to fill this critical role. The strong financial performance in the recent quarter provides a solid foundation for the company as it navigates this transition in its financial leadership.