ALFA Finder| Management target | Revenue 15.0% FY30 |
|---|
| Revenue growth | 25% YoY growth in Q1-FY27. |
|---|---|
| Margins | EBITDA margin expanded to 21.83% in Q1-FY27. |
| Demand visibility | High due to rising cancer burden and IVF needs. |
| Management confidence | High; citing 'Vision 2030' strategic transformation. |
Growth
Revenue grew from INR 1,002 Mn (Q1-FY26) to INR 1,255 Mn; PAT rose 41% YoY to INR 165 Mn.
Outlook
Vision 2030 targets 51% revenue from domestic branded formulations; 15% CAGR guided for Indian IVF market.
Risks
Rising input costs due to geopolitical environment; heavy reliance on oncology segment before diversification.
Last quarter's promises, checked
Delivered
- Guided 20-25% Revenue Growth → delivered 25% (= BEAT)
- Guided EBITDA margin 21.1% to ~22% → delivered 21.83% (= BEAT)
- Guided start of Nivian consolidation in FY27 → delivered Q1-FY27 (= BEAT)
Partly delivered
- Guided 50% Export growth for FY27 → Q1-FY27 results show progress but full year pending (= PARTIAL)
Investor Presentation filed with NSE, NSE: BETA. Summary written with AI assistance from the document.
Beta Drugs Ltd: key numbers
- Share price
- ₹1,878.30
- Market cap
- ₹2,082 Cr
- Revenue (annual)
- ₹384.8 Cr
- Net profit (annual)
- ₹41.48 Cr
- P/E (TTM)
- 40.1×Sector 43.8×
- Promoter holding
- 58.91%-0.19% QoQ
- FII holding
- 1.37%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Beta Drugs Ltd
All →Beta Drugs Other Announcement
Beta Drugs filed its sixth monitoring agency report for the quarter ended 30 September 2026. Brickwork Ratings reported no deviation in utilisation of the preferential issue proceeds.
Beta Drugs Other Announcement
Beta Drugs Limited submitted its quarterly Statement of Deviation or Variation for the preferential issue proceeds, confirming no deviation from the stated objects.
Beta Drugs Earnings Call Transcript: Key Takeaways
Management projects a 20-25% growth trajectory despite Q2 bottlenecks. Recent acquisitions and niche oncology focus underpin expansion strategy.
- Call
- Guides 25% growth
Beta Drugs Investor Presentation: Key Takeaways
Beta Drugs reported H1 FY27 revenue of INR 263 Cr with EBITDA margins expanding to 23.2%. The firm is transitioning from a CMO to a branded specialty oncology powerhouse.
Beta Drugs Q2 FY27 Results: Net Profit ₹18.55 Cr, Up 51.8% YoY
Beta Drugs Ltd reported revenue from operations of ₹137.5 Cr (+33.0% YoY) and net profit of ₹18.55 Cr (+51.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹18.55 Cr · +51.8% YoY
Beta Drugs Board Meeting Date
Beta Drugs Limited notified the exchange of a board meeting scheduled for 22-Oct-2026 to consider quarterly financial results. The trading window closure was also intimated.