Meeting Details

The 48th Annual General Meeting of Jubilant Pharmova Limited was held on Wednesday, August 26, 2026, at 11:00 A.M. (IST) through Video Conferencing/Other Audio Visual Means. The meeting commenced at 11:00 A.M. and concluded at 12:13 P.M. (IST).

Attendance

  • Total members attended: 86 members representing 7,07,21,051 equity shares
  • Directors present: 10 directors including Mr. Shyam Sunder Bhartia (Chairman), Mr. Hari Shanker Bhartia (Co-Chairman), Mr. Priyavrat Bhartia (Managing Director), Mr. Arjun Shanker Bhartia (Joint Managing Director), and 6 independent directors
  • Key personnel present: Mr. Ashish Mukkirwar (CFO) and Mr. Naresh Kapoor (Company Secretary)
  • Invitees: Representatives from statutory auditors (Walker Chandiok & Co LLP), secretarial auditors (Sanjay Grover & Associates), and scrutinizer (Mr. Rupinder Singh Bhatia)

Resolutions Passed

All four resolutions were passed with requisite majority:

1. Ordinary Resolution: Consideration and adoption of:

  • Audited Standalone Financial Statements for FY ended March 31, 2026 with Reports of Board of Directors and Auditors
  • Audited Consolidated Financial Statements for FY ended March 31, 2026 with Report of Auditors

Voting results: 99.9996% in favor (11,68,35,019 votes for, 503 against)

2. Ordinary Resolution: Declaration of dividend of ₹5 per equity share of face value ₹1 each for FY ended March 31, 2026

Voting results: 99.9997% in favor (11,69,05,448 votes for, 323 against)

3. Ordinary Resolution: Re-appointment of Mr. Hari S. Bhartia [DIN: 00010499] who retired by rotation

Voting results: 99.4611% in favor (11,62,75,754 votes for, 6,30,017 against)

4. Ordinary Resolution: Re-appointment of Mr. Arjun Shanker Bhartia [DIN: 03019690] who retired by rotation

Voting results: 99.6401% in favor (11,64,85,038 votes for, 4,20,733 against)

Financial Performance Highlights (FY 2025-26)

  • Consolidated revenue from operations: ₹83 billion (14% growth)
  • EBITDA: ₹13 billion (8% growth)
  • Normalized Profit After Tax: ₹4 billion (7% growth)
  • Net Debt-to-EBITDA ratio: 1.3x (increased from 1.1x)
  • Business segment performance:
  • Radiopharmaceuticals: EBITDA margins of 41%
  • Allergy Immunotherapy: EBITDA margins of 35%
  • CDMO Sterile Injectables: Revenue growth 38%, EBITDA growth 8%
  • CRDMO: Revenue growth 15%, EBITDA growth 11%
  • Generics: Revenue growth 13%, EBITDA growth 250%

Strategic Updates

  • Successful launch of Line 3 at Spokane facility (CDMO Sterile Injectables)
  • Transfer of API business to Jubilant Biosys Limited
  • Partnership with Novartis to distribute Pluvicto® (radioligand therapy)
  • Investment program for six PET manufacturing facilities
  • Progress on clinical trials for proprietary novel drugs JBI-802 and JBI-778
  • Four product launches in US generics market

Q1 FY27 Performance

  • Revenue: ~₹22 billion (17% year-on-year growth)
  • EBITDA: ₹2.7 billion
  • Profitability impacted by temporary unavailability of high-margin SPECT radiopharmaceutical products and incremental remediation costs at Montreal facility
  • Expected production normalization in Q2 FY27 with product releases
  • Margin strengthening expected in H2 FY27

Dividend Declaration

Board recommended dividend of ₹5 per equity share of ₹1 each for financial year ended March 31, 2026.

Scrutinizer Report

Mr. Rupinder Singh Bhatia, Practicing Company Secretary (CP No. 2514), was appointed as scrutinizer. Remote e-voting period was from August 23, 2026 (9:00 AM IST) to August 25, 2026 (5:00 PM IST). Cut-off date for voting rights was August 19, 2026.

Future Outlook

  • FY28 expected to be inflection year driven by new radiopharmaceutical products, commercial production from Line 3, and technology-transfer revenues from Line 4
  • Line 4 at Spokane scheduled to commence technology transfers in FY27 and commercial manufacturing in FY28
  • Line 5 at Montreal expected to begin contributing revenue from FY29
  • Multiple product launches expected across US and international markets in Generics business
  • Key clinical milestones expected for Proprietary Novel Drugs programs