| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 29.2% H1 FY27 growth; oncology remains the primary growth driver. |
|---|---|
| Margins | EBITDA margins stable at 23-24%; aiming for 25% with backward integration. |
| Demand visibility | Strong visibility in oncology and niche segments like IVF (Nivien). |
| Management confidence | Balanced; cautiously optimistic about margins and new facility timelines. |
Growth
Revenue grew 29.2% H1 YoY. EBITDA margins steady at 23.18%, aided by oncology dominance.
Outlook
Targets ₹150 Cr own-brand sales in FY27. Guides 20-25% growth for 3-5 years.
Risks
Plant debottlenecking delayed revenue; high receivable days (116) from institutional sales. Inventory management is key.
Last quarter's promises, checked
Delivered
- Guided 20-25% growth → delivered 29.2% H1 YoY (= BEAT)
- Guided EBITDA >23% → delivered 23.18% (= BEAT)
- API growth guided 23-25% → delivered 29-30% (= BEAT)
Partly delivered
- Targeted NDDS launch in 2 months → 4 products launched, others pending (= PARTIAL)
- Nivian integration for margin benefit → Revenue up 75%, synergies still scaling (= PARTIAL)
Missed
- Guided ₹400-420 Cr FY26 revenue → delivered ₹385 Cr (= MISS)
- Export growth target 50% → delayed to FY27 (= MISS)
Earnings Call Transcript filed with NSE, NSE: BETA. Summary written with AI assistance from the document.
Beta Drugs Ltd: key numbers
- Share price
- ₹1,976.80
- Market cap
- ₹2,191 Cr
- Revenue (annual)
- ₹384.8 Cr
- Net profit (annual)
- ₹41.48 Cr
- P/E (TTM)
- 42.2×Sector 46.1×
- 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 Limited submitted its quarterly Statement of Deviation or Variation for the preferential issue proceeds, confirming no deviation from the stated objects.
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 ₹185,507,075 Cr, Up 51.8% YoY
Beta Drugs Ltd reported revenue from operations of ₹1,374,887,594 Cr (+33.0% YoY) and net profit of ₹185,507,075 Cr (+51.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹185,507,075 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.
Beta Drugs Annual General Meeting
Beta Drugs Limited conducted its 21st Annual General Meeting on September 30, 2026. Shareholders considered resolutions including financial statement adoption, director re-appointments, and auditor ratification.
Beta Drugs Business Update
Beta Drugs secured Azerbaijani regulatory approvals for its oncology portfolio across multiple dosage forms. The company targets Azerbaijan commercialisation during the current financial year.