| Revenue growth | 6.4% YoY for FY26; underlying growth 10% excluding access markets. |
|---|---|
| Margins | EBITDA margins expanded 140bps YoY to 19%; targeting 20% upwards. |
| Demand visibility | Strong in Ex-U.S. markets; U.S. growth expected H2 FY27 onwards. |
| Management confidence | High; citing structural shift to diversified, resilient portfolio and operational discipline. |
Growth
FY26 revenue grew 6.4% to ₹48,587M; EBITDA grew 15% to ₹9,250M with 19% margins. Operational PAT rose 50%.
Outlook
Guided U.S. revenue of $375M-$400M by FY28. Targeting EBITDA margins 20%+ and gross margins 58-60%.
Risks
Geopolitical environment, logistical cost spikes (₹200M in Q4), and a weak U.S. flu season impacted seasonal revenue.
Earnings Call filed with NSE, NSE: STAR. Summary written with AI assistance from the document.
Strides Pharma Science Ltd: key numbers
- Share price
- ₹995.80
- Market cap
- ₹9,179 Cr
- Revenue (annual)
- ₹4,859 Cr
- Net profit (annual)
- ₹556.2 Cr
- P/E (TTM)
- 14.9×Sector 43.8×
- Promoter holding
- 29.00%+1.09% QoQ
- FII holding
- 27.98%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Strides Pharma Science Ltd
All →Strides Pharma Science Earnings Call Transcript: Key Takeaways
Record Q2 revenue ₹1,430 Cr (+17% YoY), Ex-US overtakes US, but EBITDA margin fell to 17.6% on input costs; US aspiration slips beyond FY28.
Strides Pharma Science Management Change
Strides Pharma's board appointed Biren Gabhawala as Non-Executive Independent Director effective November 1, 2026, for five years. He is a Chartered Accountant with extensive audit and listed-company board experience.
- Execution
- Five-year term effective November 1, 2026
Strides Pharma Science Employee Stock Options
Strides Pharma allotted 7,500 equity shares to an employee exercising options under the Strides ESOP 2016 Plan. Paid-up capital rises to 92,180,214 shares.
Strides Pharma Science Investor Presentation: Key Takeaways
Q2FY27 revenue ₹14,297m (+17.1% YoY), EBITDA ₹2,509m (17.6% margin), reported PAT ₹1,341m (+2.0%). Ex-US revenue surpassed US for the first time; US ~$375m FY28 aspiration pushed beyond FY28.
Strides Pharma Science Results Update
Strides Pharma reported Q2FY27 revenue of ₹14,297m, up 17.1% YoY, and EBITDA of ₹2,509m, up 8.4%, in a press release. Reported PAT rose 2.0% to ₹1,341m.
Strides Pharma Science Q2 FY27 Results: Net Profit ₹134.1 Cr, Up 2.0% YoY
Strides Pharma Science Ltd reported revenue from operations of ₹1,430 Cr (+17.1% YoY) and net profit of ₹134.1 Cr (+2.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹134.1 Cr · +2.0% YoY