ALFA Finder| 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
- ₹599.30
- Market cap
- ₹12,539 Cr
- Revenue (annual)
- ₹1,055 Cr
- Net profit (annual)
- ₹260.9 Cr
- P/E (TTM)
- 44.4×Sector 43.8×
- Promoter holding
- 44.09%+0.01% QoQ
- FII holding
- 7.28%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 Other Announcement
Concord Biotech filed its quarterly shareholding pattern as of 5 November 2026. Promoters hold 39.54% of 20.92 crore shares.
Concord Biotech Bonus Issue
Concord Biotech allotted 10,46,16,204 bonus shares in a 1:1 ratio. Total equity shares rise to 20,92,32,408 after the bonus allotment.
Concord Biotech Earnings Call Transcript: Key Takeaways
Revenue grew 25% YoY driven by API demand, but gross margins contracted 400bps due to rising solvent costs and geopolitical disruptions.
- Call
- Guides 18% growth
Concord Biotech Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹309.1 Cr (+25%) and PAT ₹69.6 Cr (+10%); H1 revenue ₹566.6 Cr (+26%). Margins compressed; Inspira dermatology division launched.
Concord Biotech Bonus Issue
Concord Biotech fixed 4 November 2026 as the record date for a 1:1 bonus issue, with deemed allotment on 5 November 2026. The bonus is subject to statutory and regulatory approvals.
Concord Biotech Q2 FY27 Results: Net Profit ₹69.6 Cr, Up 10.3% YoY
Concord Biotech Ltd reported revenue from operations of ₹309.1 Cr (+25.1% YoY) and net profit of ₹69.6 Cr (+10.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹69.6 Cr · +10.3% YoY