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Earnings Call

Eris Lifesciences Earnings Call: Key Takeaways

Eris delivered record Q3 revenue but faces near-term margin pressure from new launch investments and non-core portfolio pruning.

Why this was an Alfa AlertNot a filter event. Results and guidance are largely in line with previous projections.
Highlights
Revenue growth11% YoY consolidated growth; 13% excluding trade generics.
MarginsConsolidated YTD EBITDA at 36%; branded business targeting 39% expansion.
Order bookEU CDMO order book exceeded ₹1000cr at Q3 end.
Demand visibilityStrong visibility for FY27 breakout; international business targeting ₹550-600cr.
Management confidenceHigh confidence in specialty launches despite temporary margin dilution.

Growth

Branded formulations grew 10% YoY; insulin market share tripled to 25% since Biocon acquisition.

Outlook

FY26 guidance: 13-14% revenue growth and 39%+ EBITDA margin for branded formulations.

Risks

OAD portfolio lagging market due to FDC bans; front-loaded capex delaying debt repayment by one year.

Source

Earnings Call filed with NSE, NSE: ERIS. Summary written with AI assistance from the document.

Read the document ↗

Eris Lifesciences Ltd: key numbers

Share price
₹1,277.60
Market cap
₹17,725 Cr
Revenue (annual)
₹3,129 Cr
Net profit (annual)
₹619.5 Cr
P/E (TTM)
25.1×Sector 43.8×
Promoter holding
54.74%+0.60% QoQ
FII holding
5.74%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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