Q1 2025 J B Chemicals and Pharmaceuticals Ltd Earnings Call Transcript
Key Points
- J.B. Chemicals & Pharmaceuticals Ltd (BOM:506943) reported a robust first quarter with quarterly sales crossing INR1,000 crore for the first time.
- The company achieved a 12% year-on-year increase in revenue, reaching INR1,004 crore.
- Operating EBITDA excluding non-cash ESOP costs increased by 20% year-on-year to INR292 crore.
- The domestic business showed strong traction with a revenue of INR595 crore, up 22% year-on-year.
- The company reduced its debt by INR249 crore in Q1 FY25, strengthening its net cash position.
- The international business remained flat, generating revenues of INR409 crore.
- The CDMO segment experienced a moderated quarter due to a muted cough and cold season, with revenues at INR106 crore.
- Freight costs continue to be higher, impacted by geopolitical issues.
- The South Africa business has been underperforming, requiring a haircut of around INR150 crore over the last five quarters.
- Despite strong performance, the company maintains a conservative EBITDA margin guidance of 26% to 28% due to ongoing logistical and material availability issues.
Ladies and gentlemen, good day, and welcome to J. B. Pharma's Q1 FY25 Earnings Conference Call as on the 9 of August 2024. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Jason DâSouza, Executive Vice President at J. B. Pharma. Thank you, and over to you, sir.
Thank you, Rio. Welcome to the earnings call of J. B. Pharma. We have with us today, Nikhil Chopra, CEO and Whole-Time Director; Kunal Khanna, President, Operations; and Narayan Saraf, CFO at J. B. Chemicals & Pharmaceuticals Limited.
Before we begin, I would like to state that some of the statements in today's discussion may be forward-looking in nature and may involve certain risks and uncertainties. A detailed statement in this regard is available in the Q1 FY25 results presentation that has been sent to you earlier. I would like to hand over the floor to Mr. Nikhil Chopra to begin the proceedings of the call for his opening remarks.
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