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.
ALFA Filings
Every announcement, straight from the exchange
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
Announcement type
Time
8 announcements with these filters
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.
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 Q1 FY27 revenue grew 10% YoY to INR 3,433 Cr. Biopharmaceuticals grew 17% while Services declined 16%. Group EBITDA was INR 902 Cr (21% margin) and Net Profit jumped 245% to INR 145 Cr.
Biocon reported Q1 FY27 revenue of ₹4,336 Cr (up 10% YoY) and Net Profit (before exceptional) of ₹145 Cr (up 245% YoY). Strategy focuses on North American biosimilar launches and generic margin expansion.
Biocon's June 2026 presentation highlights its transformation into an integrated biopharma leader following the Viatris acquisition. FY26 revenue reached $1,924M (₹16,927 Cr) with a 22% EBITDA margin.
Biocon Q4 FY26 reported 10% YoY revenue growth (ex-lenalidomide) with integration of biosimilars/generics complete. Focus shifts to execution and deleveraging.
Biocon Q3FY26 reports 9% operating revenue growth at Rs 4,173 Cr and 475% increase in Net Profit to Rs 144 Cr, driven by Biosimilars and Generics momentum.
Biocon reported FY26 revenue of ₹16,927 Cr (+13% YoY adjusted). Transitioning from investment phase to execution, focusing on margin expansion and deleveraging across Biosimilars, Generics, and CRDMO.