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Earnings Call

Orchid Pharma Earnings Call: Key Takeaways

Orchid Pharma reports FY26 standalone revenue of ₹811cr and EBITDA of ₹101cr. Strategy shifts towards platform creation, including the Dhanuka merger and entering the U.S. sterile formulation market.

Highlights
Revenue growthFY26 revenue dropped ~12% YoY due to industry-wide pricing erosion.
MarginsGross margins recovering in Q4; merger expected to add 1-2% EBITDA.
Order bookMultiple orders for Exblifep in Europe; 4x Q-on-Q improvement.
Demand visibilityStability seen in Q4; growth expected from non-regulated markets (Africa/Asia).
Management confidenceHigh on long-term anti-infective platform and Enmetazobactam lifetime value.

Growth

FY26 revenue fell to ₹811cr from ₹922cr (FY25). Q4 revenue stable at ₹238cr YoY; EBITDA reached ₹42.3cr.

Outlook

Targeting 10-15% growth for FY27. ₹50cr capex for fill-finish/Cefiderocol facility. 7ACA project commissioning in Q1 2027.

Risks

Global antibiotic industry facing significant pricing/volume pressure, geopolitical instability, and supply chain cost volatility.

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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