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Earnings Call Transcript

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.

Guidance and delivery
Revenue guidance 5.0% → 9.0% Raised by 4.0 percentage points
Management target Revenue 18.0% FY27
Highlights
Revenue growth₹1,794 Cr, 33% YoY growth driven by US and Africa.
MarginsEBITDA margin improved to 30% from 27% YoY.
Demand visibilityStrong in Asia/Africa branded markets; US normalizing after one-time gains.
Management confidenceBalanced; optimistic on branded generics but cautious on US pricing/competition.

Growth

Revenue grew 33% YoY; US generics surged 41% due to limited competition in key products.

Outlook

Maintained high-teens revenue growth guidance for FY27; EBITDA margin target 27%.

Risks

US growth to normalize as new competitors enter; Institutional Africa sales unpredictable/non-recurring.

Source

Earnings Call Transcript filed with NSE, NSE: AJANTPHARM. Summary written with AI assistance from the document.

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Ajanta Pharma Ltd: key numbers

Share price
₹3,508.80
Market cap
₹43,846 Cr
Revenue (annual)
₹5,453 Cr
Net profit (annual)
₹1,056 Cr
P/E (TTM)
34.7×Sector 45.9×
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.

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Financial Results

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