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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
₹1,258.90
Market cap
₹17,466 Cr
Revenue (annual)
₹3,129 Cr
Net profit (annual)
₹619.5 Cr
P/E (TTM)
27.1×Sector 50.4×
Promoter holding
54.14%+0.22% QoQ
FII holding
5.76%Current quarter

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

More from Eris Lifesciences Ltd

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11:52 IST NSE
Annual General Meeting

Eris Lifesciences Annual General Meeting

Eris Lifesciences Limited conducted its 20th Annual General Meeting on September 25, 2026. Shareholders transacted business including the adoption of audited financial statements and director re-appointments.

16:43 IST NSE
Employee Stock Options

Eris Lifesciences Employee Stock Options

Eris Lifesciences allotted 1,55,264 equity shares upon the exercise of employee stock options under its ESOP-2021 scheme.

09:09 IST NSE
Management Change

Eris Lifesciences Management Change

Eris Lifesciences appointed Mr. Akhil Awasthi as Non-Executive Independent Director effective September 26, 2026 for a five-year term, subject to shareholder approval. No monetary value is associated with the appointment.

16:09 IST NSE
Management Change

Eris Lifesciences Management Change

Mr. Krishnakumar Vaidyanathan has resigned as Executive Director and Chief Operating Officer of Eris Lifesciences Limited, effective September 30, 2026.

17:11 IST NSE
Price Movement Clarification

Eris Lifesciences Price Movement Clarification

Eris Lifesciences issued a clarification regarding media reports about its loan amount. It advised investors to rely only on the company's official exchange disclosures.

17:19 IST NSE
Debt & Borrowing

Eris Lifesciences Debt & Borrowing: ₹45 Cr

Eris Lifesciences has entered into a term loan agreement with Axis Bank Limited for ₹45 Crore to meet general liabilities.

Value
₹45.00 Cr