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Earnings Call

Strides Pharma Science Earnings Call: Key Takeaways

Strides Pharma reported its highest ever EBITDA and operational PAT for FY26, driven by significant geographical diversification and a structural shift toward non-U.S. markets.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with previous aspirations or represent historical growth without exceeding guidance by >5%.
Highlights
Revenue growth6.4% YoY for FY26; underlying growth 10% excluding access markets.
MarginsEBITDA margins expanded 140bps YoY to 19%; targeting 20% upwards.
Demand visibilityStrong in Ex-U.S. markets; U.S. growth expected H2 FY27 onwards.
Management confidenceHigh; 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.

Source

Earnings Call filed with NSE, 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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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