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Earnings Call Transcript

Torrent Pharmaceuticals Earnings Call Transcript: Key Takeaways

Torrent Pharma delivered strong Q1 performance with revenues up 55% following the JB Chemicals merger completion. EBITDA margins jumped to 33.8% driven by accelerated cost synergies.

Guidance and delivery
Management target Revenue 10.0% FY27
Highlights
Revenue growth55% total growth, 17% organic base business growth.
MarginsEBITDA margins expanded to 33.8% due to merger cost synergies.
Demand visibilityStrong chronic demand in India; base business outperforming IPM growth.
Management confidenceBalanced; optimistic on synergies but admits Brazil Semaglutide delay miss.

Growth

Revenue grew 55%, with JB merger contributing significantly. Organic growth led by Brazil (27%) and India (19%).

Outlook

Guided double-digit growth for JB India RX business; net debt/EBITDA stands at 2.07x.

Risks

Semaglutide supply setback in India and loss of first-mover advantage for Semaglutide in Brazil.

Source

Earnings Call Transcript 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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