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 in FY 2026, with strong performance across India, Africa, and U.S. segments. High teens revenue growth and 27% EBITDA margin are guided for FY 2027, factoring in higher costs and investments.
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Q3 FY26 revenue rose 20% YoY, led by strong India and U.S. generics growth, with robust margins and double-digit profit gains. Expansion in sales force, new product launches, and a Biocon partnership for GLP-1s support future growth, while guidance remains positive.
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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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Q2 FY25 revenue grew 15% YoY to INR 1,187 crore, with branded generics driving strong growth across India, Asia, and Africa. EBITDA margin guidance remains at 28% for FY25, and working capital improvements led to a 121% cash conversion ratio in H1.
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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.