India · Delayed Price · Currency is INR Viyash Scientific Earnings Call Transcripts
Fiscal Year 2026
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Q4 and FY 2026 delivered record results, with strong revenue, margin, and profit growth driven by successful integration, robust performance in formulations and animal health, and expanding CDMO and companion animal businesses. Management guides for 15% annual growth and continued margin strength.
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Q3 FY26 saw double-digit revenue growth, a 64% jump in adjusted EBITDA, and margin expansion to 21%, driven by broad-based performance and merger integration. The company is confident in sustaining 20%+ EBITDA margins, with further upside from synergies and strong growth expected in companion animal health and CDMO.
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NCLT approved the merger of SeQuent and Viyash, creating a stronger entity with record revenue and margin growth. The combined business expects sustained double-digit growth, EBITDA margins above 20%, and robust synergies in R&D and manufacturing, with a focus on animal health and companion animals.
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Q1 FY26 delivered 13% revenue growth and strong margin expansion, with both Sequent and Viyash posting robust results. Merger integration is progressing, synergies are being realized, and management expects continued double-digit growth and margin improvement across segments.
Fiscal Year 2025
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Q4 and FY25 saw double-digit revenue growth, margin expansion, and a strong turnaround to profitability, driven by robust performance in formulations and API, strategic initiatives, and progress on the Viyash merger. Management targets high-teens to 20%+ margins and continued growth.
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Record quarterly revenue and margin expansion driven by strong growth in formulations and APIs, with double-digit gains across key markets. Merger with Viyash Lifesciences progressing, expected to deliver significant synergies and further margin improvement.
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Q2 and H1 FY25 saw strong revenue and EBITDA growth, margin expansion, and improved leverage. The merger with Viyash is progressing, expected to drive significant synergies and accelerate PAT growth, with robust performance across geographies and segments.
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Q1 FY2025 saw 17.1% revenue growth and a record 12.4% EBITDA margin, driven by strong performance in Europe and Turkey, operational efficiencies, and portfolio optimization. Guidance for mid-teen margins and double-digit growth is maintained, with India and exports as key focus areas.
Fiscal Year 2024
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The merger will create a global pharma platform with strong R&D, manufacturing, and market reach, delivering immediate revenue and margin accretion, significant synergies, and long-term growth. The deal is structured at a 44% discount and aims for a seamless integration over 12-15 months.