India · Delayed Price · Currency is INR Ajanta Pharma Earnings Call Transcripts
Fiscal Year 2026
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Revenue and profit saw double-digit growth, with strong performance across India, U.S., and Africa. FY 2027 guidance targets high-teen revenue growth and 27% EBITDA margin, factoring in higher costs and investments. Geopolitical risks and cost pressures are embedded in outlook.
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Q3 FY26 saw 20% revenue growth and robust margins, with strong India and U.S. generics performance. Key investments in field force, new launches, and a Biocon partnership for GLP-1s support future growth. Guidance remains positive for margins and double-digit growth in major segments.
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Revenue and profit grew 14% and 12% year-over-year, with robust performance across India, U.S., and Africa. EBITDA margin guidance remains at 27% ±1%, supported by strategic investments and improved working capital efficiency.
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Q1 FY26 revenue rose 14% year-over-year with strong margins and robust cash flow. India, U.S., and Asia segments posted double-digit growth, while Africa was flat due to a high base. EBITDA margin guidance is 27% ±1% for FY26, with continued focus on new launches and expansion.
Fiscal Year 2025
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Revenue grew 10% year-over-year, led by branded generics and strong international performance. EBITDA margin guidance for FY26 is 28% ±1%, with robust cash flow and continued investment in new products and markets. CapEx and shareholder payouts remain priorities.
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Q3 revenue grew 4% year-over-year, led by branded generics, with strong cash flow and margin improvement. New therapies launched in India and international expansion planned, while guidance for EBITDA margin and growth in key markets remains robust.
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Revenue grew 15% YoY in Q2, led by branded generics and strong international performance. EBITDA margin reached 28% in H1, with robust cash flow and improved working capital. Guidance maintained for mid-teen branded generics growth and 28% EBITDA margin for FY 2025.
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Q1 FY2025 saw 12% revenue growth, 29% EBITDA margin, and strong branded generics performance. Guidance remains for low-teens revenue growth, stable margins, and continued new product launches, with risks from institutional business volatility and freight costs.