| Management target | Revenue 18.5% FY28 |
|---|
| Revenue growth | 25% YoY growth, driven by 30% jump in API revenue. |
|---|---|
| Margins | Gross margin contracted 400bps YoY to 76.2% on higher costs. |
| Order book | Finalizing major injectable contracts; active engagement with large global customers. |
| Demand visibility | Strong traction in immunosuppressants and oncology across US and LATAM. |
| Management confidence | Confident but cautious regarding temporary raw material cost headwinds. |
Growth
26% H1 revenue growth; API segment rose 30% while oncology business doubled.
Outlook
Management targets 18-20% historical API growth; EBITDA margins expected at 38-40% long-term.
Risks
Gross margin pressure from volatile input costs; low 5% utilization at new injectable facility.
Last quarter's promises, checked
Partly delivered
- Guided revenue momentum (Q1 +26.2%) → +25% YoY (= PARTIAL)
- Guided EBITDA toward 40% in FY27 (Q1 32%) → 33.8% (= PARTIAL)
- Guided H2 FY27 injectable contracts → still 'finalizing' (= PARTIAL)
Missed
- Guided sustained margins (Q1 GM 78.9%) → GM 76.2%, -400bps YoY (= MISS)
- Guided injectable ramp-up 'on track' (Q1 util ~5%) → util still 5% (= MISS)
Earnings Call Transcript filed with NSE, NSE: CONCORDBIO. Summary written with AI assistance from the document.
Concord Biotech Ltd: key numbers
- Share price
- ₹1,268.50
- Market cap
- ₹13,271 Cr
- Revenue (annual)
- ₹1,055 Cr
- Net profit (annual)
- ₹260.9 Cr
- P/E (TTM)
- 47.0×Sector 46.1×
- 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 Investor Presentation: Key Takeaways
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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
Concord Biotech Bonus Issue
Concord Biotech's postal ballot approved a bonus issue and an authorised capital increase. No cash is paid and no ratio is stated.
Concord Biotech Board Meeting Date
Concord Biotech has scheduled its Q2 FY27 board meeting for 27 Oct 2026 to approve standalone and consolidated results. Trading window remains closed until 48 hours post result declaration.
Concord Biotech Other Announcement
Concord Biotech Ltd has filed its quarterly shareholding pattern under Regulation 31 for the period ended September 30, 2026.