Update shared on05 Sep 2025
With both the future P/E ratio and consensus revenue growth forecasts remaining essentially unchanged, analysts have left the fair value estimate for J. B. Chemicals & Pharmaceuticals steady at ₹2019.
What's in the News
- Torrent Pharmaceuticals agreed to acquire a 46.39% stake in J. B. Chemicals & Pharmaceuticals from KKR for approximately INR 120 billion at INR 1600 per share, with related open offer and employee stake purchases at similar prices.
- Torrent will make a mandatory open offer to acquire up to 41.7 million shares (26%) of J. B. Chemicals & Pharmaceuticals at INR 1,639.18 per share, totaling INR 68.4 billion.
- Torrent is acquiring up to 2.8% equity from certain JB Pharma employees at up to INR 1,600 per share; further purchases of up to 0.39% equity from employees may also occur subject to regulatory approvals.
- A merger is planned between JB Pharma and Torrent Pharma under a scheme of arrangement, giving JB Pharma shareholders 51 Torrent shares for every 100 JB shares held, pending necessary statutory and regulatory approvals.
- JB Pharma’s board has scheduled a meeting to consider and approve unaudited financial results for the quarter ended June 30, 2025.
Valuation Changes
Summary of Valuation Changes for J. B. Chemicals & Pharmaceuticals
- The Consensus Analyst Price Target remained effectively unchanged, at ₹2019.
- The Future P/E for J. B. Chemicals & Pharmaceuticals remained effectively unchanged, moving only marginally from 39.02x to 38.77x.
- The Consensus Revenue Growth forecasts for J. B. Chemicals & Pharmaceuticals remained effectively unchanged, at 12.2% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.