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Earnings Call

Eris Lifesciences Earnings Call: Key Takeaways

Eris reports FY26 revenue of INR 3,129 cr with 36% EBITDA margin. Strategy focused on high-value therapies (80% revenue) and aggressive M&A integration.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growthFY26 growth from 2,894 cr to 3,129 cr.
MarginsEBITDA margin expansion from 32% (FY23) to 36% (FY26).
Demand visibilityStrong, targeting 25% share in Insulin+Glargine market.
Management confidenceHigh, citing #1 rank in Gx Sema by volume.

Growth

Revenue grew from INR 1,347 cr (FY22) to INR 3,129 cr (FY26). PAT reached INR 648 cr in FY26.

Outlook

FY27 Domestic Branded Formulations (DBF) growth guided at 1.3x CVM growth; maintain 37% EBITDA margin.

Risks

Integration of INR 4,300+ cr acquisitions; high competitive intensity in GLP-1 and insulin markets.

Source

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

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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.

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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.

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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