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Earnings Call

Beta Drugs Earnings Call: Key Takeaways

Beta Drugs delivered record EBITDA but missed revenue guidance due to delayed export tenders and strategic withdrawal from the low-margin Platin segment.

Why this was an Alfa AlertNot a filter event. Actual revenue (₹396cr) was a miss versus prior guidance (₹400-420cr).
Highlights
Revenue growthFY26: 7.6% YoY. Guidance FY27: 34% growth to ₹530cr.
MarginsEBITDA margins rising towards 24% as branded/export mix increases.
Order book50% of H1 FY27 export orders already in hand.
Demand visibilityStrong; tenders awarded in March 2026 for supply starting Q1 FY27.
Management confidenceHigh; citing visibility from awarded export tenders and IVF synergies.

Growth

FY26 Revenue grew 7.6% to ₹396cr. EBITDA rose 12.8% to ₹86.85cr; margins improved to 22.57%.

Outlook

Guided FY27 revenue of ₹530cr (34% growth) and 24% EBITDA margin. Vision 2030 target: ₹900cr revenue.

Risks

Export tender delays (impacted FY26 by ₹25cr) and pricing pressure on Carboplatin in India.

Source

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

Read the document ↗

Beta Drugs Ltd: key numbers

Share price
₹2,098.70
Market cap
₹2,327 Cr
Revenue (annual)
₹384.8 Cr
Net profit (annual)
₹41.48 Cr
P/E (TTM)
51.0×Sector 50.4×
Promoter holding
59.10%-5.53% QoQ
FII holding
1.02%Current quarter

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

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