{"id":132625,"date":"2022-08-08T10:06:51","date_gmt":"2022-08-08T14:06:51","guid":{"rendered":"https:\/\/44.250.171.167\/?p=132625"},"modified":"2022-10-06T04:50:43","modified_gmt":"2022-10-06T08:50:43","slug":"jb-chemicals-pharmaceuticals-limited-q1-fy23-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/jb-chemicals-pharmaceuticals-limited-q1-fy23-earnings-conference-call-insights\/","title":{"rendered":"JB Chemicals &#038; Pharmaceuticals Limited Q1 FY23 Earnings Conference Call Insights"},"content":{"rendered":"<p><strong>Key highlights from JB Chemicals &amp; Pharmaceuticals Limited (<a href=\"https:\/\/44.250.171.167\/symbol\/JBCHEPHARM\/\">JBCHEPHARM<\/a>) Q1 FY23 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Rahul Jeewani from IIFL Securities asked about the drivers of growth on the CMO business in 1Q23. Nikhil Chopra CEO replied that overall, the company saw demand coming across all markets outside India. The demand surge in 4Q continued in 1Q23.<\/li>\n<\/ul>\n<ul>\n<li>Rahul Jeewani from IIFL Securities also asked about CMO business outlook for FY23. Nikhil Chopra CEO answered that looking at the trajectory, the company expects to touch INR100 crores. JBCHEPHARM will continue to see plus minus 10% demand coming. And overall contribution from CMO is expected close to 13-14% for FY23.<\/li>\n<\/ul>\n<ul>\n<li>Nikhil Mathur of HDFC Mutual Fund asked if from 2Q onwards EBITDA margins would be on the higher end of 24-26% guidance range. Nikhil Chopra CEO answered that it can vary within the range of 24-26% since the environment is very volatile.<\/li>\n<\/ul>\n<ul>\n<li>Anubhav Aggarwal from Credit Suisse enquired about payback period of the acquisition from Reddy\u2019s. Nikhil Chopra CEO said that generally the payback period is six years. However the aspirations are much bigger than committed.<\/li>\n<\/ul>\n<ul>\n<li>Anubhav Aggarwal from Credit Suisse also asked how Rantac, Metrogyl have grown in 1Q23. Nikhil Chopra CEO answered that they are growing low double digit for the quarter. The company added that it is working at a very high base of both the products.<\/li>\n<\/ul>\n<ul>\n<li>Anubhav Aggarwal from Credit Suisse enquired about the seasonality in Sanzyme portfolio. Nikhil Chopra CEO replied that the same traction should be seen as in 1Q, probably 3Q onwards the demand might go down a bit.<\/li>\n<\/ul>\n<ul>\n<li>Rashmi Sancheti with Dolat Capital asked about South Africa sales growth and the launches done. Nikhil Chopra CEO said that the company has seen upwards of 25% growth during 1Q23 and both public and private business continues to do well with a ratio of roughly 50:50 contribution.<\/li>\n<\/ul>\n<ul>\n<li>\u00a0Rashmi Sancheti with Dolat Capital enquired about the numbers for FY23 of long-term debt and short term borrowing. \u00a0Nikhil Chopra CEO answered that at the end of 1Q23, the company had a debt of around INR325 crores, of which about INR300 crores was long term debt and balance working capital. Cash and investment was at INR180 crore plus at 1Q23 end.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from JB Chemicals &amp; Pharmaceuticals Limited (JBCHEPHARM) Q1 FY23 Earnings Concall Q&amp;A Highlights: Rahul Jeewani from IIFL Securities asked about the drivers of growth on the CMO business in 1Q23. Nikhil Chopra CEO replied that overall, the company saw demand coming across all markets outside India. The demand surge in 4Q continued in [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"JB Chemicals & Pharmaceuticals Limited Q1 FY23 Earnings Conference Call Insights #JBCHEPHARM #Q1 #FY23 #earnings","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5753],"tags":[8519,1115],"class_list":["post-132625","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-industrials","tag-chemicals","tag-pharmaceuticals"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":136941,"url":"https:\/\/alphastreet.com\/india\/jb-chemicals-pharmaceuticals-limited-q2-fy23-earnings-conference-call-insights\/","url_meta":{"origin":132625,"position":0},"title":"JB Chemicals &#038; Pharmaceuticals Limited Q2 FY23 Earnings Conference Call Insights","author":"Praveen","date":"November 17, 2022","format":false,"excerpt":"Key highlights from JB Chemicals & Pharmaceuticals Limited (JBCHEPHARM) Q2 FY23 Earnings Concall Management Update: [00:06:28] JBCHEPHARM said that in domestic markets it seeks to make its key brands stronger with a focus on building brand franchise in terms of market share and higher prescriptions. The company expects its domestic\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":127669,"url":"https:\/\/alphastreet.com\/india\/jb-chemicals-pharmaceuticals-limited-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":132625,"position":1},"title":"JB Chemicals &#038; Pharmaceuticals Limited Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"February 17, 2022","format":false,"excerpt":"https:\/\/www.youtube.com\/watch?v=HiVTF6vv9q0 Key highlights from JB Chemicals & Pharmaceuticals Limited (JBCHEPHARM) Q3 FY22 Earnings Concall Management Update: The company outperformed the sector with a growth of 27% versus market growth of 10% in 3Q22. Company\u2019s new product introductions are performing well in the market, considering that its contribution is now close\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":147706,"url":"https:\/\/alphastreet.com\/india\/jb-chemicals-pharmaceuticals-limited-jbchepharm-q4-fy23-earnings-concall-transcript\/","url_meta":{"origin":132625,"position":2},"title":"JB Chemicals &amp; Pharmaceuticals Limited (JBCHEPHARM) Q4 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"May 25, 2023","format":false,"excerpt":"JB Chemicals & Pharmaceuticals Limited (NSE: JBCHEPHARM) Q4 FY23 Earnings Concall dated May. 25, 2023. Corporate Participants: Jason D'Souza -- Vice President, Investor Relations Nikhil Chopra -- Chief Executive Officer & Whole-time Director Lakshay Kataria -- Chief Financial Officer Kunal Khanna -- President, Operations Analysts: Rahul Jeewani -- IIFL Securities\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":137917,"url":"https:\/\/alphastreet.com\/india\/jb-chemicals-pharmaceuticals-limited-jbchepharm-q2-fy23-earnings-concall-transcript\/","url_meta":{"origin":132625,"position":3},"title":"JB Chemicals &amp; Pharmaceuticals Limited (JBCHEPHARM) Q2 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"November 14, 2022","format":false,"excerpt":"JB Chemicals & Pharmaceuticals Limited\u00a0(NSE:JBCHEPHARM) Q2\u00a0FY23 Earnings Concall dated Nov. 14, 2022 Corporate Participants: Jason D'Souza\u00a0--\u00a0Vice President of Investor Relations Nikhil Chopra\u00a0--\u00a0Chief Executive Officer, Whole-Time Director Lakshay Kataria\u00a0--\u00a0Chief Financial Officer Kunal Khanna\u00a0--\u00a0President of Operations Analysts: Rahul Jeewani\u00a0--\u00a0IIFL Securities Limited -- Analyst Rashmi Sancheti\u00a0--\u00a0Dolat Capital -- Analyst Abdulkader Puranwala\u00a0--\u00a0Elara -- Analyst\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"stock earnings conference call transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":132762,"url":"https:\/\/alphastreet.com\/india\/vedant-fashions-ltd-q1-fy23-earnings-conference-call-insights\/","url_meta":{"origin":132625,"position":4},"title":"Vedant Fashions Ltd Q1 FY23 Earnings Conference Call Insights","author":"Praveen","date":"August 10, 2022","format":false,"excerpt":"https:\/\/youtu.be\/3o34_rGQZcM Key highlights from Vedant Fashions Ltd (MANYAVAR) Q1 FY23 Earnings Concall Q&A Highlights: Gaurav from Axis Capital asked about good expansion in GM to 68.8% and the steady state levels to be expected going ahead. 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