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Earnings Call

Torrent Pharmaceuticals Earnings Call: Key Takeaways

Torrent Pharma delivered strong Q4 growth led by India and Brazil, while successfully integrating Curatio and JB Pharma assets.

Highlights
Revenue growth42% YoY growth driven by JB Pharma acquisition and India business.
MarginsEBITDA margins maintained at 32.7% despite integration costs.
Demand visibilityStrong visibility in India chronic and Curatio portfolio demand.
Management confidenceHigh, particularly regarding synergy realization and India market outperformance.

Growth

Consolidated revenue rose 42% YoY; organic base business grew 16% with robust chronic segment performance.

Outlook

Targeting 10-15% India growth and 7,500 total MR strength in FY27.

Risks

Middle East geopolitical tension impacting JB's international business and supply disruptions in Germany.

Source

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

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Torrent Pharmaceuticals Ltd: key numbers

Share price
₹4,988.50
Market cap
₹1,89,747 Cr
Revenue (annual)
₹13,980 Cr
Net profit (annual)
₹2,163 Cr
P/E (TTM)
87.0×Sector 50.4×
Promoter holding
60.78%-7.53% QoQ
FII holding
17.97%Current quarter

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

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Torrent Pharmaceuticals Annual General Meeting

Shareholders approved the appointment of Ms. Shanti Ekambaram as an Independent Director of Torrent Pharmaceuticals via Postal Ballot.