ALFA Finder| Revenue growth | 22% YoY growth to ₹14,768 Mn. |
|---|---|
| Margins | Gross margin expanded 74 bps YoY to 65.6% on portfolio enrichment. |
| Demand visibility | Strong, powered by 25 ANDAs under approval with $40Bn US TAM. |
| Management confidence | High, citing stronger organization and clear strategic priorities for sustainable growth. |
Growth
Revenue reached ₹14,768 Mn (+22% YoY). EBITDA grew 37% YoY to ₹3,389 Mn with margins expanding 256 bps to 22.9%.
Outlook
Focus on Complex Gx (now 50% of FD portfolio), Peptide CDMO ramp-up, and R&D investment (6% of sales).
Risks
External cost pressures and supply chain volatility require continuous management for the next few quarters.
Last quarter's promises, checked
Delivered
- Targeted PAT positive peptides for FY27 → delivered quarterly run rate of INR60Cr (= BEAT)
- Guided 33% working capital to sales → delivered 29% (= BEAT)
- Guided INR600Cr total annual capex → delivered INR89Cr in Q1 (= BEAT)
Partly delivered
- Guided Q4 breakeven for peptide EBITDA → delivered INR12Cr loss in Q1 (= PARTIAL)
Earnings Call Transcript filed with NSE, 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.