Rubicon Research Earnings Call Transcript: Key Takeaways
Q2 revenue rose 40% to ₹576 Cr with 25% operating EBITDA margin and ₹90 Cr PAT. Arena acquisition flatters growth, and recent plant inspections remain unresolved.
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Q2 revenue rose 40% to ₹576 Cr with 25% operating EBITDA margin and ₹90 Cr PAT. Arena acquisition flatters growth, and recent plant inspections remain unresolved.
Rubicon Research filed the India Ratings monitoring agency report for the IPO fresh issue proceeds for the quarter ended September 30, 2026. The agency found no deviation from the stated objects of the issue.
Q2 FY27 revenue ₹5,764Mn (+39.9%), EBITDA ₹1,464Mn (+54.1%, 25.4% margin), PAT ₹904Mn (+67.9%). Arinna consolidated; FY27 margin guidance raised to 24%+.
Rubicon Research Ltd reported revenue from operations of ₹576.4 Cr (+39.9% YoY) and net profit of ₹90.4 Cr (+67.7% YoY) for Q2 FY27.
Rubicon Research Limited granted 68,982 stock options at an exercise price of Rs. 1,374.40 per share. The options vest over five years under the company's 2026 ESOP plan.
Rubicon Research disclosed a USFDA inspection of its Ambernath facility, which issued five procedural Form 483 observations. No monetary penalty or amount is involved.
Rubicon Research scheduled its Board for November 5, 2026, to consider unaudited financial results for the half year ended September 2026. Trading window closed since October 1.
Rubicon Research Ltd filed its quarterly shareholding pattern for the quarter ended September 30, 2026, pursuant to Regulation 31(1)(b) of the LODR Regulations.
Rubicon Research reported the conclusion of a US FDA inspection at its Satara facility. The audit yielded one procedural observation unrelated to data integrity.
Rubicon Research allotted 7,200 equity shares under its Employee Stock Option Scheme 2022. This issuance marginally increases the company's total paid-up share capital.
Employee Girish Subramaniam Iyer sold 6,796 shares in the open market across four transactions for a total consideration of ₹1.23 Crore.
Employee Vinayak Sawant sold 1,100 shares of Rubicon Research Ltd worth ₹0.20 Crore. This disclosure is a routine regulatory filing under PIT regulations.
Promoter General Atlantic Singapore RR Pte Ltd sold equity shares in market transactions aggregating to Rs. 232.50 Crore across two tranches.
Promoter General Atlantic Singapore RR Pte. Ltd. sold 1,40,00,000 shares (8.45% stake) of Rubicon Research Ltd via on-market sales on August 25 and 26, 2026.
Rubicon Research Ltd held its 27th Annual General Meeting on August 26, 2026. The meeting covered adoption of financial statements, dividend declaration, and other business.
Rubicon Research Ltd filed a PIT disclosure regarding the sale of equity shares by an employee, Sanjay Renapurkar, totaling ₹1.06 Crore. This is a routine regulatory reporting event.
Rubicon Research reported a strong Q1 FY27 with revenue growing 51% YoY to ₹534 Cr and PAT surging over 95% to ₹85 Cr.
Rubicon Research delivers stellar Q1FY27 results with a 51% revenue jump and 100%+ PAT growth, largely fueled by strong US specialty sales and successful inorganic integration.
Rubicon Research Limited submitted its Monitoring Agency Report for the quarter ended June 30, 2026, detailing the utilization of proceeds from its Initial Public Offering.
Rubicon Research announced the appointment of Mr. Rohit Saraogi as CFO-Designate, while current CFO Mr. Nitin Jajodia will transition to Chief Commercial Officer. Mr. Venkat Changavalli's term as Chairman was extended.
Rubicon Research reported stellar Q1FY27 results with 51.6% YoY revenue growth. Management revised Operating EBITDA margin guidance upwards to at least 23% for FY27.
Rubicon Research Ltd reported revenue from operations of ₹534.3 Cr (+51.6% YoY) and net profit of ₹84.8 Cr (+95.8% YoY) for Q1 FY27.
Rubicon Research issued a corrigendum to its FY 2025-26 Integrated Annual Report to correct typographical errors in the MD&A and Shareholding Pattern. The revised report is available.
Rubicon Research scheduled a board meeting for August 14, 2026, to approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.
Rubicon Research Limited has submitted its Business Responsibility and Sustainability Report for the financial year 2025-26, in compliance with SEBI Listing Regulations.
Rubicon Research Ltd has issued the notice for its 27th Annual General Meeting, along with the Integrated Annual Report for FY 2025-26.
Rubicon Research Limited announced the proposed merger of its wholly-owned subsidiary, Kia Health Tech Private Limited, into the company, seeking regulatory exemption under SEBI circulars.
Rubicon Research Limited's subsidiary acquired a manufacturing facility in New Jersey, USA, from InvaTech Pharma Solutions, LLC for an enterprise value of ₹27.84 Crore.
Rubicon Research announced the date for its 27th AGM and the record date for its final dividend. It also updated the merger of a subsidiary.
Rubicon Research Limited has allotted 1,49,158 equity shares under its Employee Stock Option Scheme 2022. This issuance increases the company's paid-up share capital.