High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Smart Money: Smart money has been increasing their position in the stock.
Insider Trading: There's significant insider buying recently.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Balance Sheet: Strong Balance Sheet.
Technicals: Bullish SharesGuru indicator.
Profitability: Recent profitability of 14% is a good sign.
Past Returns: Underperforming stock! In past three years, the stock has provided -17.5% return compared to 13.3% by NIFTY 50.
Valuation | |
|---|---|
| Market Cap | 1.16 kCr |
| Price/Earnings (Trailing) | 28.28 |
| Price/Sales (Trailing) | 3.95 |
| EV/EBITDA | 17.63 |
| Price/Free Cashflow | 26.69 |
| MarketCap/EBT | 21.25 |
| Enterprise Value | 1.14 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 293.18 Cr |
| Rev. Growth (Yr) | -0.60% |
| Earnings (TTM) | 40.9 Cr |
| Earnings Growth (Yr) | -65.8% |
Profitability | |
|---|---|
| Operating Margin | 19% |
| EBT Margin | 19% |
| Return on Equity | 16.18% |
| Return on Assets | 13.68% |
| Free Cashflow Yield | 3.75% |
Growth & Returns | |
|---|---|
| Price Change 1W | 2.8% |
| Price Change 1M | -0.60% |
| Price Change 6M | -27.9% |
| Price Change 1Y | -20.2% |
| 3Y Cumulative Return | -17.5% |
| 5Y Cumulative Return | 36.7% |
| 7Y Cumulative Return | 29.8% |
| 10Y Cumulative Return | 27.6% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -45.15 Cr |
| Cash Flow from Operations (TTM) | 55.3 Cr |
| Cash Flow from Financing (TTM) | -11.7 Cr |
| Cash & Equivalents | 12.79 Cr |
| Free Cash Flow (TTM) | 54.95 Cr |
| Free Cash Flow/Share (TTM) | 8.26 |
Balance Sheet | |
|---|---|
| Total Assets | 299.03 Cr |
| Total Liabilities | 46.19 Cr |
| Shareholder Equity | 252.84 Cr |
| Current Assets | 201.79 Cr |
| Current Liabilities | 33.27 Cr |
| Net PPE | 60.8 L |
| Inventory | 15.85 Cr |
| Goodwill | 9.69 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 51.63 |
| Interest/Cashflow Ops | 56.47 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 2.5 |
| Dividend Yield | 1.44% |
| Shares Dilution (1Y) | 0.60% |
| Shares Dilution (3Y) | 2% |
High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Smart Money: Smart money has been increasing their position in the stock.
Insider Trading: There's significant insider buying recently.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Balance Sheet: Strong Balance Sheet.
Technicals: Bullish SharesGuru indicator.
Profitability: Recent profitability of 14% is a good sign.
Past Returns: Underperforming stock! In past three years, the stock has provided -17.5% return compared to 13.3% by NIFTY 50.
Investor Care | |
|---|---|
| Dividend Yield | 1.44% |
| Dividend/Share (TTM) | 2.5 |
| Shares Dilution (1Y) | 0.60% |
| Earnings/Share (TTM) | 6.13 |
Financial Health | |
|---|---|
| Current Ratio | 6.07 |
| Debt/Equity | 0.00 |
Technical Indicators | |
|---|---|
| RSI (14d) | 40.77 |
| RSI (5d) | 61.87 |
| RSI (21d) | 47.1 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Hold |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal | Buy |
| SMA 20 Signal | Sell |
| SMA 50 Signal | Sell |
| SMA 100 Signal | Sell |
Summary of Jagsonpal Pharmaceuticals's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
In the Q3 FY26 earnings call for Jagsonpal Pharmaceuticals Limited, management provided a cautiously optimistic outlook. They acknowledge the recent performance has been flattish, with revenue for Q3 at INR 73 crores and a 6% top-line growth year-to-date, driven by a 13% increase in bottom line. However, management expressed confidence in a growth acceleration, anticipating a return to double-digit growth starting from Q4.
In terms of forward-looking statements, the management highlighted several key points:
Growth Expectations: Management expects to achieve double-digit growth in Q4 FY26. This confidence stems from strategic initiatives currently being implemented under the new leadership team and an anticipated rebound in market conditions.
Industry Insights: The Indian Pharmaceutical Market (IPM) is expected to grow around 8%, largely driven by price increases. Jagsonpal's RPM has seen slower growth rates of approximately 3%-3.5%, but management expects a normalization trend.
Cash Generation: The company reported cash generation of over INR 15 crores during the quarter, contributing to a stable cash balance of INR 176 crores. This reflects strong operational discipline and sets the foundation for future investments or potential shareholder returns.
Long-Term Growth Projections: Despite recent challenges, management reiterated its commitment to achieving a long-term organic growth target of 12%-14%, contingent upon stable macroeconomic conditions.
Strategic Priorities: The focus will remain on strengthening the branded generics segment, enhancing product lines in key therapeutic areas, and digitally transforming operations to drive future growth.
Overall, while recent performance has faced challenges, management is optimistic about upcoming quarters and remains focused on implementing strategic adjustments to enhance long-term growth and operational effectiveness.
1. Question: How do you think pharma companies will be taking the new labor code and how has it affected Jagsonpal?
Answer: I cannot comment on how other companies will handle it; however, for us, it is effective from November 21. There will be some restructuring of salaries, and we took a one-time hit of INR 2.1 crores this quarter. I welcome the move as it creates a common framework balancing labor and industry interests.
2. Question: Is management satisfied with the 6% growth? What about the performance of brands?
Answer: The growth hasn't met our expectations, indicating significant room for improvement. Some brands have outperformed, while others lag. We are actively addressing this to surpass market growth going forward.
3. Question: What are the growth drivers for the next one to two years?
Answer: We anticipate that 50% of our growth will come from price increases and new product launches, while the remaining will derive from volume growth. Our strategy focuses on strengthening key therapeutic areas.
4. Question: Is the INR 2.1 crores related to the new labor code a recurring cost?
Answer: The INR 2.1 crores is a one-time provision and reflects past service costs related to gratuity and leave encashment. Future impacts on employee remuneration are expected to be minimal.
5. Question: Are you still targeting 12% to 14% organic growth in the long term?
Answer: Yes, we are committed to that target, assuming no significant macroeconomic disruptions. We expect growth to be in double digits in the coming years.
6. Question: Can you break down growth among price, volume, and new products?
Answer: While I don't have the exact figures, over 50% of growth comes from price, with the remainder from volume and new products, aligning closely with industry trends.
7. Question: What strategies are being implemented to improve field productivity?
Answer: We aim to boost productivity by optimizing brand prescriptions and increasing our prescriber base. Our goal is to match the productivity of our peers to drive growth.
8. Question: What is your cash allocation strategy?
Answer: We are exploring M&A opportunities, but the market conditions haven't favored acquisitions. If we cannot deploy our cash effectively, we will consider returning it to shareholders.
9. Question: How has the Yash Pharma acquisition performed?
Answer: Since the acquisition, Yash Pharma has exceeded our growth expectations and contributes positively. We look to further expand its portfolio into specialty areas.
10. Question: What are indications of potential market share erosion?
Answer: We monitor market research reports, customized data, and stockist outputs for early indications. Prompt adjustments are made based on these insights to mitigate potential erosion.
For any further inquiries, please don't hesitate to contact the Investor Relations team.
Understand Jagsonpal Pharmaceuticals ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| ARESKO PROGRESSIVE PRIVATE LIMITED | 19.97% |
| INFINITY CAPITAL (Formerly Infinity Holdings Sidecar1) | 17.8% |
| INFINITY HOLDINGS | 16.52% |
| INFINITY PORTFOLIO HOLDINGS | 8.56% |
| RAJPAL SINGH KOCHHAR | 4.54% |
| MANISH GUPTA | 2.58% |
| MUKUL MAHAVIR AGRAWAL | 1.73% |
| AUTHUM INVESTMENT AND INFRASTRUCTURE LIMITED | 1.45% |
| SANJIV KUMAR DUDEJA | 1.39% |
| LINCOLN P COELHO | 1.16% |
| INFINITY CONSUMER HOLDINGS | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of Jagsonpal Pharmaceuticals against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|
Jagsonpal Pharmaceuticals Limited engages in the manufacturing, selling, and trading of pharmaceutical products and active pharmaceutical ingredients in India and internationally. It offers pharmaceutical formulations and products in the areas of gynaecology, orthopaedics, dermatology, and paediatrics. The company provides drugs in the form of tablets, softgels, injections, capsules, and syrups. It serves health care professionals and government institutions. Jagsonpal Pharmaceuticals Limited was incorporated in 1978 and is based in Gurugram, India.
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