J. B. Chemicals & Pharmaceuticals Limited Just Missed Earnings - But Analysts Have Updated Their Models

Investors in J. B. Chemicals & Pharmaceuticals Limited (NSE:JBCHEPHARM) had a good week, as its shares rose 7.5% to close at ₹1,819 following the release of its first-quarter results. It looks like the results were a bit of a negative overall. While revenues of ₹11b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 8.9% to hit ₹12.75 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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After the latest results, the twelve analysts covering J. B. Chemicals & Pharmaceuticals are now predicting revenues of ₹43.4b in 2026. If met, this would reflect a credible 5.8% improvement in revenue compared to the last 12 months. Per-share earnings are expected to swell 11% to ₹50.94. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹43.6b and earnings per share (EPS) of ₹50.86 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for J. B. Chemicals & Pharmaceuticals

It will come as no surprise then, to learn that the consensus price target is largely unchanged at ₹2,018. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on J. B. Chemicals & Pharmaceuticals, with the most bullish analyst valuing it at ₹2,249 and the most bearish at ₹1,751 per share. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's pretty clear that there is an expectation that J. B. Chemicals & Pharmaceuticals' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 7.8% growth on an annualised basis. This is compared to a historical growth rate of 16% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 11% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than J. B. Chemicals & Pharmaceuticals.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that J. B. Chemicals & Pharmaceuticals' revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple J. B. Chemicals & Pharmaceuticals analysts - going out to 2028, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for J. B. Chemicals & Pharmaceuticals that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.