| Management target | Revenue FY27 |
|---|
| Revenue growth | 10% YoY overall; Biosimilars 16%, Generics 21%. |
|---|---|
| Margins | EBITDA margin at 21%; Generics margin improved 250bps QoQ. |
| Demand visibility | Strong visibility in North America; meaningful improvement expected in H2. |
| Management confidence | High for H2 FY27 driven by new launches. |
Growth
Biosimilars revenue grew 16% YoY; Generics up 21%. Services (Syngene) declined 16% due to lower client offtake.
Outlook
Stronger H2 FY27 expected for Biosimilars; return to sustainable growth for Services guided from FY28.
Risks
Services segment facing transition year headwinds and forex hedge losses; global pricing pressure in biosimilars.
Last quarter's promises, checked
Delivered
- Interest savings guide INR 75Cr/qtr → delivered INR 75Cr/qtr (= BEAT)
- Biosimilars H1 FY27 growth → delivered 16% YoY (= BEAT)
- Generics margin improvement → delivered 250bps QoQ (= BEAT)
Partly delivered
- Net debt reduction to $1.1B → delivered $1.1B but remains working capital sensitive (= PARTIAL)
Missed
- Syngene stable performance → delivered -16% revenue (= MISS)
Investor Presentation filed with NSE, NSE: BIOCON. Summary written with AI assistance from 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.
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