ALFA Finder| Revenue growth | Group revenue +2% YoY Q2; biopharma +5%; ~5% revenue deferred to Q3. |
|---|---|
| Margins | Generics EBITDA margin 8% vs 1% YoY; Q2 group hit by deferral. |
| Order book | Brazil PDP $400M 10-year contract; no order book figures. |
| Demand visibility | Glargine demand exceeds supply; order visibility high for aflibercept, pertuzumab. |
| Management confidence | Confident; 'very confident' on H2, but leans on deferred-revenue catch-up. |
Growth
Group revenue +2% YoY, biopharma +5%; H1 +6% to ₹8,725 Cr. Q2 understated by ~5% deferral; EBITDA ₹865 Cr.
Outlook
H2 guided stronger than H1 with 'strong double-digit' USD growth; Brazil supplies begin Q4FY27, full run-rate FY28.
Risks
Deferral recovery depends on Q3 execution; Syngene in transition with lower biologics client demand; Part B price erosion.
Earnings Call Transcript 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 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
Biocon Board Meeting Date
Biocon schedules a November 4, 2026 board meeting for Q2 FY27 unaudited results, plus an earnings call. Trading window stays closed until November 6, 2026.