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.
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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'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.
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.
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 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 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.
Strides Pharma will hold a board meeting on 29 October 2026 to consider unaudited quarterly and half-year results. Trading window stays closed from 1 October until 48 hours after results.
Strides Pharma Science Limited submitted its quarterly certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended September 30, 2026.
Strides Pharma Science received a Form 483 with three observations following a routine USFDA inspection at its Alathur formulations facility. The company will respond within stipulated timelines.
Strides Pharma Science received a USFDA Establishment Inspection Report (EIR) for its Bengaluru facility. This confirms the successful closure of the recent cGMP inspection.
Strides Pharma Science Ltd held its 35th Annual General Meeting on August 14, 2026. The meeting transacted ordinary and special business items.
Strides Pharma Science reported Q1 FY27 results with 13% YoY revenue growth and EBITDA margins maintained at 18.2%. Strategy focuses on Ex-US growth and US portfolio diversification.
Strides Q1FY27 revenue grew 13% YoY to ₹12,654m, led by a 17% surge in Ex-US markets. Operational PAT stood at ₹1,231m.
Strides Pharma Science reported a 13% YoY revenue growth to ₹1,265.4 Crore for Q1FY27. EBITDA grew 5.4% to ₹229.8 Crore despite geopolitical cost disruptions.
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.
Strides Pharma Science Ltd scheduled a board meeting for July 31, 2026, to consider and approve its unaudited financial results for the quarter ended June 30, 2026.
Strides Pharma Science Limited has submitted its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26, as required under SEBI regulations.
Strides Pharma Science announced its 35th Annual General Meeting on August 14, 2026. The company also shared its Annual Report for FY2025-26.
Strides Pharma Science Ltd has filed its shareholding pattern for the quarter ended June 30, 2026. This disclosure is a routine regulatory compliance requirement.
Strides Pharma Science has fixed July 31, 2026, as the record date for its final dividend. The dividend is proposed at ₹5 per equity share.
Strides Pharma is selling a majority stake in subsidiary Pivot Path for ₹100 Crore. The buyer consortium includes Ascent Capital and Vintage Classic.
Strides Pharma Science announced a strategic investment in subsidiary Pivot Path by Ascent Capital. The deal values Pivot Path at Rs. 230 Crore post-money.
Strides Pharma Science announced that the demerger scheme between Arco Lab and Pivot Path became effective on June 1, 2026. This follows final NCLT and ROC approvals.
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.
Strides Pharma's Bangalore facility completed a US-FDA inspection with five Form 483 observations. The company plans to respond within the stipulated timeline to ensure compliance.
NCLT Bengaluru Bench approved Strides Pharma's scheme to demerge Arco Lab's life sciences and digital units into Pivot Path. The restructuring aims to optimize business segments.
Strides Pharma Science recommended a final dividend of ₹5 per equity share for FY2026. The record date will be announced in due course.
Strides Pharma announced leadership elevations, senior management appointments, and recommended Deloitte as statutory auditors. These strategic changes aim to professionalize management and strengthen global operations.
Strides Pharma announced leadership changes including the appointment of Ramaraju PVS as Executive Director. Aditya Arun Kumar transitions to a Non-Executive role effective June 2026.
Strides Pharma recommended appointing Deloitte Haskins & Sells as statutory auditors for five years starting FY28. The transition follows mandatory audit firm rotation requirements.