| Revenue growth | FY26 revenue declined 12% YoY due to global supply chain disruptions. |
|---|---|
| Margins | EBITDA margins held at 35%; adjusted for new facilities, normalized at 39%. |
| Demand visibility | Improving visibility as US customers de-risk supply chains and shift business. |
| Management confidence | Cautiously optimistic, pivoting focus toward a normalized and stronger FY27 performance. |
Growth
Negative growth in Q4 (Revenue -24%, PAT -30%) due to stalled tenders. API and formulations both saw double-digit declines.
Outlook
Management guides for 18-20% growth in FY27, targeting revenue potential of ₹3,000cr from current asset block.
Risks
Persistent geopolitical issues in the Middle East and delays in US Veterans Affairs tenders remain significant drags.
Earnings Call filed with BSE, NSE: CONCORDBIO. Summary written with AI assistance from the document.
Concord Biotech Ltd: key numbers
- Share price
- ₹1,453.60
- Market cap
- ₹15,207 Cr
- Revenue (annual)
- ₹1,055 Cr
- Net profit (annual)
- ₹260.9 Cr
- P/E (TTM)
- 55.2×Sector 50.4×
- Promoter holding
- 44.08%+0.00% QoQ
- FII holding
- 7.53%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Concord Biotech Ltd
All →Concord Biotech Bonus Issue
Concord Biotech's board recommended a 1:1 bonus share issue from free reserves. Shareholders will consider this proposal at an upcoming postal ballot on October 24, 2026.
Concord Biotech Bonus Issue
Concord Biotech approved a 1:1 bonus issue of 10.46 crore equity shares. The board also increased the company's authorized share capital to Rs. 22 Crore.
- Value
- ₹10.46 Cr
Concord Biotech Board Meeting Date
Concord Biotech Ltd announced a board meeting for September 23, 2026, to consider a proposal for the declaration of bonus equity shares.
Concord Biotech Business Update
Concord Biotech disclosed a successful USFDA inspection at its Valthera facility with one minor non-GMP observation. No material impact on operations or existing supplies is expected.
Concord Biotech Earnings Call Transcript: Key Takeaways
Concord reports a strong 26% revenue recovery in Q1FY27, pivoting from a challenging FY26 despite previous procurement delays.
Concord Biotech Investor Presentation: Key Takeaways
Concord Biotech reported strong Q1FY27 consolidated performance with 26% revenue growth and 31% PAT growth, driven by a 46% surge in exports and expanding market share in niche fermentation APIs.