| Revenue growth | 40.08% YoY for FY26; 27.27% for Q4 FY26. |
|---|---|
| Margins | EBITDA margin improved to 14.83% in FY26; expanding due to scale. |
| Order book | 6 to 7 months of orders always in hand. |
| Demand visibility | Strong; orders in hand upwards of ₹320-330 crores. |
| Management confidence | High; history of under-promising and over-delivering on guidance. |
Growth
FY26 total income grew 40.08% to ₹639.12cr; EBITDA grew 72.05% to ₹94.79cr; PAT grew 59.59% to ₹33.21cr.
Outlook
Guided 25-30% topline growth for FY27; targeting 10-12% PAT margins in next few years as demographics reach scale.
Risks
Geopolitical tensions affecting raw material costs, though currently mitigated by buffer stocks and 6-7 month order visibility.
Last quarter's promises, checked
Delivered
- Guided 15-20% vintage business growth → delivered 15-20% (= BEAT)
- Guided 12-18 month fund sufficiency → no immediate fund raise needed (= BEAT)
- Guided FY26 revenue ~₹550-580cr → delivered ₹639.12cr (= BEAT)
Partly delivered
- Guided 5-6% PAT margin → delivered 5.2% (= PARTIAL)
Earnings Call filed with BSE, NSE: FREDUN. Summary written with AI assistance from 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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- Value
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- Value
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- Value
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