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Earnings Call

Fredun Pharmaceuticals Earnings Call: Key Takeaways

Fredun Pharmaceuticals reported strong Q3 FY'26 results with 57% revenue growth and 96% PAT growth, driven by its 'new-age' brands in pet care, nutrition, and dermaceutics.

Why this was an Alfa AlertNot a filter event. While growth is strong, management stated they are 'on track' to achieving conservative prior guidance.
Highlights
Revenue growth48% YoY growth for 9M FY'26 reaching ₹426 crores.
MarginsEBITDA margin improved to 16% in Q3, up 384 bps.
Demand visibilityStrong traction in new brands launched over last 3 years.
Management confidenceHigh; MD emphasizes overachieving conservative internal targets.

Growth

Q3 Revenue: ₹160.92cr (+57% YoY); 9M Revenue: ₹426cr (+48% YoY). 9M PAT: ₹26.98cr (+96% YoY).

Outlook

Targets 51% revenue from new-age business by 2029-2030; expects 12-18% growth in legacy business.

Risks

Seasonal Q1 weakness; rising finance costs due to working capital needs and new machinery loans.

Last quarter's promises, checked

Delivered

  • Legacy business growth 12-18% → delivered ~15-20% (= BEAT)
  • New-age growth 20-25% → delivered ~20-25% (= BEAT)
  • Full year revenue target ₹550-600cr → on track with 9M ₹426cr (= BEAT)

Partly delivered

  • Pet biscuit line start Q3 → production started, revenue impact expected Q4 (= PARTIAL)
Source

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

Read the document ↗

Fredun Pharmaceuticals Ltd: key numbers

Share price
₹1,360.90
Market cap
₹1,944 Cr
Revenue (annual)
₹635.5 Cr
Net profit (annual)
₹32.62 Cr
P/E (TTM)
44.4×Sector 50.4×
Promoter holding
44.57%+0.40% QoQ
FII holding
1.06%Current quarter

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

More from Fredun Pharmaceuticals Ltd

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18:28 IST BSE
Capital Structure Change

Fredun Pharmaceuticals Capital Structure Change

Fredun Pharmaceuticals allotted 3,61,599 equity shares following the conversion of 1,20,533 warrants. This allotment was executed at an issue price of Rs. 1,250 per warrant.

Value
₹15.07 Cr
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Fredun Pharmaceuticals Acquisition Worth ₹300 Cr

Fredun Pharmaceuticals acquired a 26% stake in ₹300 Crore-valued Goodman Vetcare, a dedicated pet pharmacy chain. Plans target PAN-India expansion with ~₹100 Cr revenue by FY31.

Value
₹300.0 Cr
new pet pharmacy stores planned
8.0 stores
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Board Meeting Outcome

Fredun Pharmaceuticals Board Meeting Outcome

Fredun Pharmaceuticals allotted 2,71,200 equity shares following the conversion of 90,400 warrants. The board approved the issuance, raising Rs 11.3 Crore in total consideration.

Value
₹11.30 Cr
09:28 IST BSE
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Fredun Pharmaceuticals Business Update

Fredun Pharmaceuticals announced expansion of its Furlicks pet wellness range from 6 to 22 SKUs. The press release signals accelerated growth in the pet wellness segment.

11:58 IST BSE
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Fredun Pharmaceuticals Acquisition

Fredun Pharmaceuticals acquires pet-wellness brand Furlicks from USV and Wellbeing Nutrition. The deal marks strategic entry into India's pet-wellness market with plans to launch 44 new SKUs.

09:42 IST BSE
Product Launch

Fredun Pharmaceuticals Product Launch

Fredun Pharmaceuticals launched PAWTALKS, a digital knowledge platform for pet and animal healthcare. Initially debuting on YouTube and Instagram, it connects veterinary experts with pet owners.