ALFA Finder| Management target | Revenue 400.0% 5 years |
|---|
| Revenue growth | 22% YoY growth driven by complex generics and US expansion. |
|---|---|
| Margins | Healthy 65.6% gross margin; expanding via better product mix. |
| Demand visibility | Strong demand in Europe and US complex generic markets. |
| Management confidence | Extremely confident, emphasizing structural shifts toward high-margin complex segments. |
Growth
Revenue grew 22% YoY, led by complex generics and US-market strength; PAT margin expanded significantly.
Outlook
Targeting 5x peptide revenue in 5 years; 9 US launches pending FDA Gagillapur clearance.
Risks
Gagillapur facility remains under FDA warning letter; US raw material cost inflation persists.
Last quarter's promises, checked
Delivered
- Guided 64-65% Gross Margin → delivered 65.6% (= BEAT)
- Guided sequential growth → delivered 6th straight quarter of growth (= BEAT)
- Guided debt reduction → delivered 0.07x Net Debt/EBITDA (= BEAT)
Partly delivered
- Guided peptide revenue growth → delivered >100% YoY (= PARTIAL)
Missed
- Guided Gagillapur US FDA readiness → delivered pending re-inspection (= MISS)
Earnings Call Transcript filed with BSE, NSE: GRANULES. Summary written with AI assistance from the document.
Granules India Ltd: key numbers
- Share price
- ₹813.20
- Market cap
- ₹20,151 Cr
- Revenue (annual)
- ₹5,366 Cr
- Net profit (annual)
- ₹595.0 Cr
- P/E (TTM)
- 28.2×Sector 43.7×
- 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.