Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Biocon Earnings Call: Key Takeaways

Biocon Q4 FY26 reported 10% YoY revenue growth (ex-lenalidomide) with integration of biosimilars/generics complete. Focus shifts to execution and deleveraging.

Why this was an Alfa AlertNot a filter event. Results were described as resilient and in line with revised guidance.
Highlights
Revenue growth10% YoY for Q4 FY26 excluding one-time items.
MarginsEBITDA margin 23% in Q4; improvement from favorable mix.
Demand visibilityStrong for biosimilars; ramp-up expected in H2 FY27.
Management confidenceHigh; integration complete, major investment phase behind us.

Growth

Biosimilars grew 12%, Generics 13% (adj.), and EBITDA rose 25% YoY for FY26 with 22% margins.

Outlook

Guidance for progressive improvement in FY27 as new products like Aspart and Aflibercept scale in H2.

Risks

Geopolitical uncertainties impacting supply chains, logistics, and energy costs; competitive pricing in US medical benefit markets.

Source

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

Read the document ↗

Biocon Ltd: key numbers

Share price
₹382.15
Market cap
₹62,279 Cr
Revenue (annual)
₹16,927 Cr
Net profit (annual)
₹385.6 Cr
P/E (TTM)
125.7×Sector 50.4×
Promoter holding
44.68%-0.23% QoQ
FII holding
8.14%Current quarter

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

More from Biocon Ltd

All →
08:26 IST NSE
Business Update

Biocon Business Update

Biocon's Pertuzumab biosimilar received a positive CHMP opinion from the EMA, marking a milestone in its European regulatory path. Final European Commission approval is pending.

08:31 IST NSE
New Order Win

Biocon Bags New Order from Bahiafarma and Bionovis

Biocon secured a 10-year supply contract for Pertuzumab in Brazil under a government program. The partnership involves milestone payments and revenue sharing for the company.

From
Bahiafarma and Bionovis (Brazil PDP program)
Execution
10 years