ALFA Finder| Management target | Revenue 32.0% FY28 |
|---|
| Revenue growth | 13% YoY overall; 17% YoY Ex-US. |
|---|---|
| Margins | Gross margins guided to stay in 58-60% range. |
| Demand visibility | Strong specialty customer demand; Ex-US underlying demand remains healthy. |
| Management confidence | High on US growth levers (nasal, transdermal, films). |
Growth
Q1 FY27 revenue grew 13% YoY; Ex-US markets grew 17%. Gross margin expanded 60 bps to 60.9%.
Outlook
Targeting $375m North America revenue by FY28. Expecting 10 launches by March 2027; capex guided at ₹2.5bn-₹3bn annually.
Risks
Geopolitical volatility in Middle East, elevated freight costs (₹131m impact), and US generic pricing competition.
Last quarter's promises, checked
Delivered
- Gross margins 58-60% → delivered 60.9% (= BEAT)
- EBITDA margins 18-20% → delivered 18.2% (= BEAT)
- Sequential Q-on-Q growth → delivered Q1 growth (= BEAT)
Partly delivered
- 10 launches for fiscal year → 2 delivered in Q1 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: STAR. Summary written with AI assistance from the document.
Strides Pharma Science Ltd: key numbers
- Share price
- ₹999.40
- Market cap
- ₹9,212 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