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Earnings Call

Fredun Pharmaceuticals Earnings Call: Key Takeaways

Fredun delivered strong Q4 FY26 performance with 27% revenue growth and 56% PAT growth. Transitioning from contract manufacturing to high-margin consumer brands in pet care, mobility, and anti-aging segments.

Why this was an Alfa AlertNot a filter event. FY27 revenue growth guidance of 25-30% is below the >50% threshold for filter events.
Highlights
Revenue growth40.08% YoY for FY26; 27.27% for Q4 FY26.
MarginsEBITDA margin improved to 14.83% in FY26; expanding due to scale.
Order book6 to 7 months of orders always in hand.
Demand visibilityStrong; orders in hand upwards of ₹320-330 crores.
Management confidenceHigh; 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)
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
₹1,506.55
Market cap
₹2,159 Cr
Revenue (annual)
₹635.5 Cr
Net profit (annual)
₹32.62 Cr
P/E (TTM)
40.8×Sector 43.8×
Promoter holding
43.62%-0.95% QoQ
FII holding
0.69%Current quarter

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

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11:25 IST BSE
Financial Results

Fredun Pharmaceuticals Q2 FY27 Results: Net Profit ₹18.6 Cr, Up 97.9% YoY

Fredun Pharmaceuticals Ltd reported revenue from operations of ₹265.9 Cr (+85.2% YoY) and net profit of ₹18.6 Cr (+97.9% YoY) for Q2 FY27.

Key figure
Net profit ₹18.6 Cr · +97.9% YoY
18:26 IST BSE
Convertible Warrants

Fredun Pharmaceuticals Convertible Warrants

Fredun Pharmaceuticals allotted 44,000 equity shares to three non-promoter investors on conversion of 14,667 warrants. The conversion follows the 1:2 bonus issue, which adjusted warrant entitlements.