ALFA Finder| Management target | Revenue 26.0% FY27 |
|---|
| Revenue growth | 90.44% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin 14.36%; Pet care/Dermaceutics offer higher intrinsic margins. |
| Order book | Boosted by booking additional orders at favorable prices in Q4FY26. |
| Demand visibility | Strong repeatability in brands; expanding into Tier 2-4 cities. |
| Management confidence | High; confident in achieving INR 800 cr FY27 target. |
Growth
Revenue grew 90.44% YoY; EBITDA increased 92.90% to INR 32.78 cr with margins expanding 18 bps to 14.36%.
Outlook
Targeting INR 800 cr revenue for FY27; planned CapEx of INR 30-40 cr; 30-35% long-term blended growth targeted.
Risks
Management notes Q1 is historically a weaker quarter; inventory levels remain high at 135-140 days during hypergrowth.
Last quarter's promises, checked
Delivered
- Guided 25-30% top line growth → delivered 90.44% YoY (= BEAT)
- Guided INR 100cr Mobility run rate in 2-2.5yrs → delivered on track via hypergrowth (= BEAT)
- Guided margin expansion via new age business → delivered 14.36% EBITDA margin (= BEAT)
Partly delivered
- Guided inventory reduction → delivered 135-140 days (remains high due to growth) (= PARTIAL)
Investor Presentation filed with BSE, NSE: FREDUN. Summary written with AI assistance from 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.
More from Fredun Pharmaceuticals Ltd
All →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
Fredun Pharmaceuticals Board Meeting Date
Fredun Pharmaceuticals will hold a board meeting on 05 November 2026 to consider half-year results. Trading window stays closed until 48 hours after results.
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.
Fredun Pharmaceuticals Other Announcement
Fredun Pharmaceuticals Ltd submitted its quarterly shareholding pattern for the period ending September 30, 2026. The disclosure provides the equity holding structure for shareholders.
Fredun Pharmaceuticals Other Announcement
Fredun Pharmaceuticals filed a compliance certificate under Regulation 74(5) of the SEBI (DP) Regulations, 2018. It confirms the processing of dematerialized shares for the quarter.
Fredun Pharmaceuticals Business Update
Fredun Pharma announces strategic pet-care acquisitions, capacity expansion, and a 100% branded portfolio target by 2029. H1 FY27 business update outlines multi-pillar growth transformation.
- manufacturing infrastructure (Palghar plant)
- 90000 sq. ft.