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Earnings Call

Strides Pharma Science Earnings Call: Key Takeaways

Strides delivered strong FY26 performance with Revenue at ₹48,587m, up 6.4%, and Operational PAT at ₹5,181m, growing 50% YoY driven by Ex-US market efficiency.

Why this was an Alfa AlertNot a filter event. Performance was strong but no explicit beat of a prior guided range by 5%+ was stated.
Highlights
Revenue growthFY26 revenue up 6.4% YoY; Q4FY26 revenue up 11.2% YoY.
MarginsFY26 Gross Margin expanded 310bps to 59.7%; EBITDA margin up 140bps to 19%.
Demand visibilityGrowth led by Ex-US markets; US stable but seasonally impacted.
Management confidenceConfident in long-term sustainable growth despite external headwinds.

Growth

FY26 EBITDA grew 15.3% to ₹9,253m; Operational EPS rose 50% to ₹56.2. Ex-US markets grew 21% YoY.

Outlook

Aims for ~$400m North America revenue by FY28; growth recovery expected in H2FY27 with new launches.

Risks

US business impacted by weak flu season and slower-than-expected quota allocation for controlled substances.

Source

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

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Strides Pharma Science Ltd: key numbers

Share price
₹1,184.90
Market cap
₹10,922 Cr
Revenue (annual)
₹4,859 Cr
Net profit (annual)
₹556.2 Cr
P/E (TTM)
17.8×Sector 50.4×
Promoter holding
27.91%+0.00% QoQ
FII holding
28.40%Current quarter

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

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Financial Results

Strides Pharma Science Q1 FY27 Results: Net Profit ₹165.5 Cr, Up 56.7% YoY

Strides Pharma Science Ltd reported revenue from operations of ₹1,265 Cr (+13.0% YoY) and net profit of ₹165.5 Cr (+56.7% YoY) for Q1 FY27.

Key figure
Net profit ₹165.5 Cr · +56.7% YoY