ALFA Finder| Revenue growth | 10% YoY overall; 17% in Biopharmaceuticals; 16% in Biosimilars. |
|---|---|
| Margins | EBITDA 21%; Biosimilars 25%; Generics improved to 7%. |
| Demand visibility | Strong for insulins and new biosimilar launches in North America. |
| Management confidence | High; integration phase complete; focusing on profitable growth over market share. |
Growth
Biosimilars revenue rose 16% YoY; Generics grew 21%. Net profit saw massive recovery due to lower interest costs.
Outlook
Expect momentum acceleration in H2 FY27; Syngene revenue degrowth in FY27; aim for margin expansion and debt reduction.
Risks
Syngene faces temporary decline from key client; net debt increased by INR 1,100 Cr due to inventory stocking.
Last quarter's promises, checked
Delivered
- Guided Biosimilars growth → delivered 16% YoY (= BEAT)
- Guided interest cost reduction → delivered 23% YoY reduction (= BEAT)
- Guided US Aflibercept launch in H2 → delivered launch on schedule (= BEAT)
Partly delivered
- Guided margin expansion → delivered 21% group margin vs 22% FY26 base (= PARTIAL)
Missed
- Guided debt reduction priority → delivered INR 1,100 Cr net debt increase (= MISS)
- Guided Syngene stable performance → delivered 16% revenue decline (= MISS)
Investor Presentation 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