| Revenue growth | 10% YoY for Q4 FY26 excluding one-time items. |
|---|---|
| Margins | EBITDA margin 23% in Q4; improvement from favorable mix. |
| Demand visibility | Strong for biosimilars; ramp-up expected in H2 FY27. |
| Management confidence | High; 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.
Earnings Call filed with BSE, NSE: BIOCON. Summary written with AI assistance from the document.
Biocon Ltd: key numbers
- Share price
- ₹371.15
- Market cap
- ₹60,486 Cr
- Revenue (annual)
- ₹16,927 Cr
- Net profit (annual)
- ₹385.6 Cr
- P/E (TTM)
- 133.8×Sector 43.8×
- Promoter holding
- 44.68%+0.00% QoQ
- FII holding
- 8.64%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Biocon Ltd
All →Biocon Earnings Call Transcript: Key Takeaways
Q2 FY27 group revenue grew 2% YoY, with about 5% (~$20M) deferred to Q3 by a one-off shipment timing issue. Management guides a stronger H2 but gave no hard H2 numbers.
Biocon Management Change
Biocon's board recorded the resignation of Chief Technology Officer Mandar Ghatnekar, effective 31 December 2026. Mukesh Rathi is appointed CTO, effective 1 January 2027.
Biocon Other Announcement
Biocon Limited informed the Exchange of shareholder communications regarding the withholding of FY 2025-26 final dividends for missing mandatory KYC and bank details.
Biocon Investor Presentation: Key Takeaways
Q2 FY27 revenue from operations ₹4,389 Cr (+2% YoY), EBITDA ₹865 Cr (20% margin vs 22%), reported PAT ₹41 Cr (−52% YoY). Management expects a stronger H2.
Biocon Results Update
Biocon reported Q2FY27 consolidated total income of ₹4,423 crore with EBITDA at ₹865 crore. Net profit was ₹41 crore as Biopharma revenue grew 5% YoY.
Biocon Q2 FY27 Results: Net Profit ₹56.7 Cr, Down 57.3% YoY
Biocon Ltd reported revenue from operations of ₹4,389 Cr (+2.2% YoY) and net profit of ₹56.7 Cr (-57.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹56.7 Cr · -57.3% YoY