| 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
- ₹1,360.90
- 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
- ₹11.30 Cr
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