| Management target | Revenue 18.0% FY27 |
|---|
| Revenue growth | 25% YoY; US led growth while Asia declined due to logistics. |
|---|---|
| Margins | Gross margin at 80%; full-year EBITDA guided at 27% excluding forex. |
| Demand visibility | Strong domestic demand in cardiology and ophthalmology; Asia demand remains high. |
| Management confidence | Confident in domestic/Africa; conservative on US normalization and Asia recovery. |
Growth
Revenue grew 25% YoY; US generics spiked 57% due to carryover and new launches.
Outlook
EBITDA margin guidance 27% (±100bps); full-year US growth guided at mid-single digits despite Q1 beat.
Risks
Middle East geopolitical issues disrupting Asia supply chain; US price erosion expected to normalize.
Earnings Call Transcript filed with BSE, NSE: AJANTPHARM. Summary written with AI assistance from the document.
Ajanta Pharma Ltd: key numbers
- Share price
- ₹3,547.80
- Market cap
- ₹44,333 Cr
- Revenue (annual)
- ₹5,453 Cr
- Net profit (annual)
- ₹1,056 Cr
- P/E (TTM)
- 39.1×Sector 50.4×
- Promoter holding
- 63.48%-2.77% QoQ
- FII holding
- 7.68%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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