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Investor Presentation

Bajaj Healthcare Investor Presentation: Key Takeaways

Q1FY27 revenue grew 11.3% YoY to INR 165.6 Cr with PAT at INR 13.9 Cr. Focus shifting toward high-margin peptides, oncology APIs, and specialized formulations.

Guidance and delivery
Management target Revenue 12.5% FY27
Highlights
Revenue growth11.3% YoY growth in Q1FY27.
MarginsEBITDA margins targeted at 18-20% for FY27/28.
Demand visibilityStrong domestic API demand; export recovery expected over the year.
Management confidenceHigh; projecting stable growth and margin expansion through product mix.

Growth

Revenue increased 11.3% YoY; Gross margin expanded 210 bps to 48.3%; EBITDA grew to INR 29.6 Cr.

Outlook

Guided 10-15% growth for FY27; INR 40-50 Cr annual capex; new peptide and oncology plants commissioned by 2027-2028.

Risks

Geopolitical conditions affecting export normalization; dependence on stable oil prices for API pricing; high inventory levels.

Source

Investor Presentation filed with BSE, NSE: BAJAJHCARE. Summary written with AI assistance from the document.

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Bajaj Healthcare Ltd: key numbers

Share price
₹344.15
Market cap
₹1,159 Cr
Revenue (annual)
₹611.0 Cr
Net profit (annual)
₹15.77 Cr
P/E (TTM)
65.7×Sector 50.4×
Promoter holding
58.59%+0.30% QoQ
FII holding
2.19%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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