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Investor Presentation

Granules India Investor Presentation: Key Takeaways

Granules India delivered a strong Q1FY27 with 22% YoY revenue growth and 60% PAT growth, driven by a portfolio shift toward high-margin Complex Generics.

Highlights
Revenue growth22% YoY
MarginsGross margin expanded 74 bps YoY to 65.6%.
Demand visibilityStrong; US rank #1 in 10 products out of 35.
Management confidenceHigh; foundations translate into execution confidence and business resilience.

Growth

Revenue grew 22% YoY to ₹14,768 Mn; EBITDA up 37% to ₹3,389 Mn; PAT jumped 60% to ₹1,800 Mn.

Outlook

Investing in R&D (6% of sales) for Complex Gx, digitalization, and modular growth projects at existing facilities.

Risks

External cost pressures and supply chain volatility noted for the next couple of quarters.

Last quarter's promises, checked

Delivered

  • Guided sequential growth → delivered 6th consecutive quarter growth (= BEAT)
  • Guided peptide CDMO EBITDA positive Q4 → delivered positive EBITDA in Q4 (= BEAT)
  • Guided net debt reduction → delivered ₹4,021 Mn from ₹7,061 Mn (= BEAT)

Partly delivered

  • Guided FY27 remediation spend lower → delivered Q1FY27 improvement but volatility remains (= PARTIAL)

Missed

  • Guided Q4 capex ~₹1,298 Mn → delivered ₹1,000 Mn (= MISS)
Source

Investor Presentation filed with NSE, NSE: GRANULES. Summary written with AI assistance from the document.

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Granules India Ltd: key numbers

Share price
₹868.65
Market cap
₹21,525 Cr
Revenue (annual)
₹5,366 Cr
Net profit (annual)
₹595.0 Cr
P/E (TTM)
32.5×Sector 50.4×
Promoter holding
37.39%-0.63% QoQ
FII holding
20.29%Current quarter

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

More from Granules India Ltd

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17:51 IST BSE
Promoter Buying

Granules India Promoter Buying

Promoter Uma Devi Chigurupati acquired 2.48 crore shares of Granules India Ltd via the open market. This transaction increases the promoter stake by 8.70%.

Promoter stake change
+8.70%
14:29 IST BSE
Other Announcement

Granules India Other Announcement

The company submitted its quarterly shareholding pattern disclosure as required by SEBI regulations for the period ended September 16, 2026.

17:39 IST BSE
Capital Structure Change

Granules India Capital Structure Change

Granules India allotted 2.49 crore equity shares to its promoter group upon warrant conversion, raising Rs. 1,461.50 Crore. This increases the company's total paid-up equity capital.

Value
₹1,462 Cr
19:42 IST BSE
Capital Structure Change

Granules India Capital Structure Change

Granules India received Rs. 1,093 crore from the Promoter group, representing the balance 75% subscription for the conversion of 2.49 crore warrants into equity shares.

Value
₹1,093 Cr
18:35 IST BSE
Promoter Selling

Granules India Promoter Selling

Promoter Dr. Krishna Prasad Chigurupati sold 1.72 crore equity shares of Granules India Ltd via block deal and open market, reducing aggregate promoter stake.

Promoter stake change
-6.94%