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Earnings Call

Remus Pharmaceuticals Earnings Call: Key Takeaways

Remus Pharmaceuticals delivered high double-digit revenue growth in H2FY26, driven by aggressive international B2C expansion in Latin America and new specialized therapy launches.

Highlights
Revenue growth38% YoY FY26 growth, 30% YoY for H2FY26.
MarginsMargins contracted slightly due to increased R&D and clinical study investments.
Order bookSteady pipeline including Saudi Arabia and North Macedonia government tenders.
Demand visibilityStrong visibility in Latin American markets and emerging GLP-1 segment.
Management confidenceHigh, focused on aggressive geographic expansion and B2C segment growth.

Growth

Consolidated revenue grew 38% for FY26 to ₹854cr; B2C share jumped from 4% to 15%.

Outlook

Targeting 30% B2C revenue share in FY27; planned 40 new product launches by Q1FY27.

Risks

EBITDA margins dipped to 6.57% due to R&D and high-cost clinical trials.

Source

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

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Remus Pharmaceuticals Ltd: key numbers

Share price
₹946.00
Market cap
₹1,115 Cr
Revenue (annual)
₹853.6 Cr
Net profit (annual)
₹36.99 Cr
P/E (TTM)
30.1×Sector 50.4×
Promoter holding
70.95%
FII holding
5.28%Current quarter

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

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