India · Delayed Price · Currency is INR Strides Pharma Science Earnings Call Transcripts
Fiscal Year 2026
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Gross margins and profitability improved, with EBITDA and PAT showing strong year-on-year growth. Ex-U.S. markets drove revenue expansion, while U.S. business remained flat due to seasonal and competitive factors. Balance sheet metrics and operational cash flow strengthened.
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Q2 and H1 FY26 delivered strong growth in revenue, margins, and profitability, driven by disciplined execution, operating leverage, and a focus on sustainable, long-term growth. U.S. and other regulated markets showed steady performance, with robust cash flow and debt reduction.
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Strong quarterly results with revenue of INR 11.2 billion, 19.5% EBITDA margin, and 81% EPS growth year-on-year. U.S. and growth markets performed well, while access markets faced funding challenges. Long-term U.S. sales guidance of $400 million by FY2028 remains intact.
Fiscal Year 2025
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FY25 saw robust revenue and EBITDA growth, with US business outperforming and margins expanding. Debt reduction, strong cash flow, and increased R&D investment position the company for continued growth, with a focus on high-value US launches and stable margins.
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Strong Q3 and nine-month results driven by robust US and growth/access markets, margin expansion, and successful soft-gelatin business demerger. Guidance for FY25 and FY28 remains on track, with focus on debt reduction, R&D, and new product launches.
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Strong quarterly results with 17% revenue growth, record EBITDA, and improved margins. U.S. and softgel segments outperformed, while guidance was raised to the higher end for FY25. OneSource capacity is fully booked, with robust order book and margin expansion expected.
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Q1 FY25 saw record revenue and profitability, with U.S. sales up 34.5% and EBITDA margin at 20%. Debt reduction, strong cash flow, and improved credit outlook support confidence in meeting FY25 guidance.