ALFA Finder| Revenue growth | 22% YoY |
|---|---|
| Margins | Gross margin expanded 74 bps YoY to 65.6%. |
| Demand visibility | Strong; US rank #1 in 10 products out of 35. |
| Management confidence | High; 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)
Investor Presentation filed with NSE, NSE: GRANULES. Summary written with AI assistance from the document.
Granules India Ltd: key numbers
- Share price
- ₹799.25
- Market cap
- ₹19,805 Cr
- Revenue (annual)
- ₹5,366 Cr
- Net profit (annual)
- ₹595.0 Cr
- P/E (TTM)
- 27.8×Sector 43.8×
- Promoter holding
- 37.39%-0.63% QoQ
- FII holding
- 20.25%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Granules India Ltd
All →Granules India Earnings Call Transcript: Key Takeaways
Q2 revenue ₹1,560 Cr (+20% YoY) and PAT ₹182 Cr (+39%), but EBITDA margin fell 131bps QoQ on West Asia costs. Gagilapur FDA observations leave the warning letter unresolved.
Granules India Other Announcement
Granules India submitted its monitoring agency report on preferential issue proceeds for quarter ended September 2026. It reports no deviation from stated objects.
Granules India Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹15,600 Mn (+20% YoY), EBITDA ₹3,376 Mn (21.6% margin), PAT ₹1,818 Mn (+39%). Net cash ₹8,280 Mn after warrant proceeds.
Granules India Results Update
Granules India reported Q2FY27 revenue of INR 15,600 Mn, up 20% YoY, and PAT of INR 1,818 Mn, up 39%. The company also cited a net cash position and a US FDA audit at its Gagillapur site.
Granules India Q2 FY27 Results: Net Profit ₹181.8 Cr, Up 39.2% YoY
Granules India Ltd reported revenue from operations of ₹1,560 Cr (+20.3% YoY) and net profit of ₹181.8 Cr (+39.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹181.8 Cr · +39.2% YoY
Granules India Business Update
Granules' Gagillapur facility received eleven USFDA observations with no impact on product supply. The inspection was the first since a February 2025 Warning Letter.