ALFA Finder| 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
- ₹3,319.60
- Market cap
- ₹41,481 Cr
- Revenue (annual)
- ₹5,453 Cr
- Net profit (annual)
- ₹1,056 Cr
- P/E (TTM)
- 32.9×Sector 43.8×
- Promoter holding
- 63.47%-0.01% QoQ
- FII holding
- 7.62%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ajanta Pharma Ltd
All →Ajanta Pharma Earnings Call Transcript: Key Takeaways
Ajanta Pharma posted robust revenue and PAT growth, primarily driven by a temporary US market upside. Management remains cautious as competition intensifies.
- Call
- Guides 18% growth
Ajanta Pharma Q2 FY27 Results: Net Profit ₹388.1 Cr, Up 49.2% YoY
Ajanta Pharma Ltd reported revenue from operations of ₹1,794 Cr (+32.5% YoY) and net profit of ₹388.1 Cr (+49.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹388.1 Cr · +49.2% YoY
Ajanta Pharma Share Pledge
Ajanta Pharma promoter Aayush Agrawal (trustee) created a pledge on 30,000 equity shares. The pledge was made as a top-up call due to share price reduction.
Ajanta Pharma Board Meeting Date
Ajanta Pharma has scheduled a Board meeting for 30 October 2026 to consider Q2/H1 2026 unaudited financial results. No material decision has been taken yet.
Ajanta Pharma Other Announcement
The company submitted its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026.
Ajanta Pharma Share Pledge
Promoter Aayush Agrawal Trust created pledge on 4,60,000 Ajanta Pharma shares. The pledge secures an NCD issue in favor of CTL Trusteeship Ltd.