ALFA Finder| Revenue guidance | 14.0% → 16.0% Raised by 2.0 percentage points |
|---|---|
| Management target | Revenue 16.0% FY27 |
| Revenue growth | 22.8% YoY growth, heavily supported by international and ARV segments. |
|---|---|
| Margins | EBITDA margin up 50 bps to 19.7% through operating efficiencies. |
| Demand visibility | Strong international order book; domestic recovery expected through H2. |
| Management confidence | High; confident in organizational changes and domestic acceleration in H2. |
Growth
Revenue grew 22.8% YoY; International markets surged 34.2% while India organic growth lagged at 6-8%.
Outlook
Management maintains guidance of mid-teen revenue growth and 70-100 bps EBITDA margin expansion for FY27.
Risks
Domestic growth remains subdued during the 'Zoventus' restructuring phase; gross margins pressured by business mix.
Last quarter's promises, checked
Delivered
- Guided mid-teens FY26 revenue growth → delivered 20.4% YoY (= BEAT)
- Guided ~100 bps EBITDA margin expansion → delivered +110 bps (= BEAT)
- Guided healthy double-digit India growth → delivered 15.4% (= BEAT)
Partly delivered
- Guided ~60% gross margin → delivered 59.3% (= PARTIAL)
Earnings Call Transcript filed with BSE, 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.