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Investor Presentation

Orchid Pharma Investor Presentation: Key Takeaways

Orchid Pharma's Q1FY27 revenue grew 15% YoY to INR 304Cr, with EBITDA rising to INR 25Cr. The company is pivoting toward complex, high-value molecules and backward integration.

Highlights
Revenue growth15% YoY growth in Q1 FY27.
MarginsGross margin improved to 33% from 30% YoY.
Demand visibilityCyclical; H2 generally stronger for regulated markets due to winter season.
Management confidenceHigh on long-term value from new product platforms and integration.

Growth

Revenue increased from INR 263Cr to INR 304Cr; EBITDA improved from INR 10Cr to INR 25Cr YoY.

Outlook

Commissioning 7-ACA project (INR 750Cr capex) and Cefiderocol by March 2027; targeting global Exblifep expansion.

Risks

Industry facing overcapacities and cutthroat pricing pressure; regional conflict in Middle East impacting commercial rollouts.

Last quarter's promises, checked

Delivered

  • Guided 10-15% base growth → delivered 15% YoY (= BEAT)
  • Guided Q4 gross margin recovery → delivered 33% vs 30% YoY (= BEAT)
  • Guided 7-ACA commissioning Q1CY27 → delivered On Track (= BEAT)

Partly delivered

  • Guided Exblifep US deal closure Q1/Q2 → delivered advanced stages (= PARTIAL)

Missed

  • Guided licensing deal every quarter → delivered zero new deals (= MISS)
Source

Investor Presentation filed with BSE, 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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Capital Structure Change

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Orchid Pharma Acquisition

Orchid Pharma purchased land in Patibulum Village, Kancheepuram District. This transaction concludes the previous lease arrangement with DBS Bank regarding the property.

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Annual Report

Orchid Pharma Annual Report

Orchid Pharma has filed its Annual Report for the financial year 2025-26, which includes the notice for the company's 33rd Annual General Meeting.

23:53 IST NSE
Annual General Meeting

Orchid Pharma Annual General Meeting

Orchid Pharma Limited has issued the notice for its 33rd Annual General Meeting scheduled for September 29, 2026, to conduct ordinary and special business.

21:23 IST NSE
Management Change

Orchid Pharma Management Change

Orchid Pharma Limited announced the redesignation of Mr. Arjun Dhanuka as Executive Director and the appointment of M/s. J Karthikeyan & Associates as Cost Auditors.

20:11 IST NSE
Board Meeting Outcome

Orchid Pharma Board Meeting Outcome

Orchid Pharma appointed a cost auditor and designated Mr. Arjun Dhanuka as a Whole-Time Director. The board also set arrangements for the upcoming 33rd Annual General Meeting.