| 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
- ₹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
All →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%
Granules India Other Announcement
The company submitted its quarterly shareholding pattern disclosure as required by SEBI regulations for the period ended September 16, 2026.
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
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
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%
Granules India Earnings Call Transcript: Key Takeaways
Granules India Q1 FY27 results show strong performance with Revenue growing 22% YoY and PAT up 60%, driven by a significant mix shift towards high-margin Complex Generics.