| Management target | Revenue 5-6 years |
|---|
| Revenue growth | 26% YoY growth driven by 42% API segment surge. |
|---|---|
| Margins | EBITDA margins improved 190 bps YoY to 32% on pricing discipline. |
| Demand visibility | Strong visibility across major geographies including US, Europe, and Japan. |
| Management confidence | Confident, highlighting recovery from FY26 headwinds and robust global pipeline. |
Growth
Revenue grew 26% YoY to 257Cr, with API revenue surging 42% while formulations declined 23%.
Outlook
Management aims for 3,000Cr revenue and 40% EBITDA margins within 5-6 years.
Risks
Formulation degrowth and long conversion cycles for CDMO projects pose near-term execution risk.
Last quarter's promises, checked
Delivered
- Guided historical growth ~18% → delivered 26% revenue growth (= BEAT)
- Guided 1%-1.5% EBITDA impact from solar → delivered 190bps margin improvement (= BEAT)
- Guided zero-debt status → delivered zero-debt with 442Cr cash (= BEAT)
Partly delivered
- Guided CDMO 1%-4% revenue share → delivered advanced discussions/onboarding (= PARTIAL)
Missed
- Guided Middle East tender resumption → delivered 23% formulation decline (= MISS)
Earnings Call Transcript 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
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- Value
- ₹10.46 Cr
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Concord Biotech Ltd reported revenue from operations of ₹257.5 Cr (+26.2% YoY) and net profit of ₹57.7 Cr (+30.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹57.7 Cr · +30.8% YoY