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Earnings Call

Orchid Pharma Earnings Call: Key Takeaways

Orchid Pharma reports FY26 standalone revenue of ₹811 Cr and PAT of ₹45 Cr, focusing on transitioning from a turnaround to an integrated cephalosporin platform with major capex in 7ACA.

Why this was an Alfa AlertNot a filter event. Financial performance showed a year-on-year decline in primary metrics (Revenue and EBITDA) without beating prior guidance.
Highlights
Revenue growthFY26 standalone revenue declined 12% YoY.
MarginsQ4FY26 EBITDA margin improved to 17% from 16% YoY.
Demand visibilityTargeting 15-20% API and 80% FDF in $15Bn cephalosporin market.
Management confidenceHigh; stating turnaround is complete and platform creation is beginning.

Growth

FY26 Revenue down 12% YoY (₹811 Cr vs ₹922 Cr); Q4FY26 PAT up 7% YoY to ₹30 Cr.

Outlook

₹750 Cr capex for 7ACA project (FY27 commissioning); plans for 5-6 sterile US launches by 2030.

Risks

Heavy dependence on cephalosporin segment (90%); ongoing execution risks for large-scale capex projects in Jammu.

Source

Earnings Call filed with NSE, NSE: ORCHPHARMA. Summary written with AI assistance from the document.

Read the document ↗

Orchid Pharma Ltd: key numbers

Share price
₹1,064.90
Market cap
₹6,377 Cr
Revenue (annual)
₹811.3 Cr
Net profit (annual)
₹20.55 Cr
P/E (TTM)
735.8×Sector 50.4×
Promoter holding
69.84%+0.00% QoQ
FII holding
0.80%Current quarter

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

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