ALFA Finder| Revenue growth | 22.8% YoY |
|---|---|
| Margins | EBITDA/PAT margins up; Gross margins down 340bps YoY. |
| Order book | Strong orderbook led ARV performance. |
| Demand visibility | Strong international momentum across Europe, RoW, and Canada. |
| Management confidence | High; institutional depth strengthened for 5-year plan. |
Growth
Revenue rose 22.8% to INR 25,804 Mn; PAT grew 36.2% to INR 2,925 Mn. EBITDA margin improved 50 bps to 19.7%.
Outlook
Expect continued domestic growth. Management appointed new leadership (Chairman/COO) to deliver on its five-year strategic plan.
Risks
Gross profit margin compressed by 340 bps YoY to 58.4%. Risks include currency fluctuations and regulatory changes.
Last quarter's promises, checked
Delivered
- Guided mid-teens annual growth → delivered 22.8% YoY (= BEAT)
- Guided 100 bps EBITDA margin improvement → delivered 110 bps expansion (= BEAT)
- Guided Europe/Canada low-teens growth → delivered 29.6%/13% (= BEAT)
Partly delivered
- Guided net debt reduction → increased to INR 11,026 Mn due to Zuventus/Mantra payouts (= PARTIAL)
Missed
- Guided ~60% Gross Margin → delivered 58.4% (= MISS)
Investor Presentation filed with NSE, NSE: EMCURE. Summary written with AI assistance from the document.
Emcure Pharmaceuticals Ltd: key numbers
- Share price
- ₹2,232.40
- Market cap
- ₹42,351 Cr
- Revenue (annual)
- ₹9,204 Cr
- Net profit (annual)
- ₹924.4 Cr
- P/E (TTM)
- 38.7×Sector 43.8×
- Promoter holding
- 77.82%-0.01% QoQ
- FII holding
- 4.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Emcure Pharmaceuticals Ltd
All →Emcure Pharmaceuticals Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue ₹2,820 Cr (+24%) and PAT ₹325 Cr (+29%) were strong. FY27 revenue growth guidance raised to above 20%. Net debt rose ₹263 Cr on acquisition payouts. FY28 guidance withheld.
- Call
- Guides 20% growth
Emcure Pharmaceuticals Investor Presentation: Key Takeaways
Q2FY27 revenue INR 28,205 Mn (+24.3% YoY), EBITDA INR 5,748 Mn (20.4% margin, +103 bps), PAT INR 3,251 Mn (+29.3%). International-led growth; net debt rose on acquisition payments.
Emcure Pharmaceuticals Q2 FY27 Results: Net Profit ₹325.1 Cr, Up 29.3% YoY
Emcure Pharmaceuticals Ltd reported revenue from operations of ₹2,820 Cr (+24.3% YoY) and net profit of ₹325.1 Cr (+29.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹325.1 Cr · +29.3% YoY
Emcure Pharmaceuticals Other Announcement
Emcure Pharmaceuticals submitted its quarterly shareholding pattern for the period ended September 30, 2026. This filing is a routine regulatory compliance disclosure under SEBI.
Emcure Pharmaceuticals Board Meeting Date
Emcure Pharmaceuticals will hold a board meeting on November 03, 2026, to consider and approve the company's standalone and consolidated financial results for the quarter.
Emcure Pharmaceuticals Acquisition
Emcure Pharmaceuticals approved the merger of its wholly-owned subsidiaries, Zuventus Healthcare and Emcutix Biopharmaceuticals, into itself. The internal restructuring involves no cash consideration or share issuance.