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Earnings Call

Viyash Scientific Earnings Call: Key Takeaways

Viyash reports a transformative Q4 FY26 with EBITDA surpassing ₹200cr. Revenue rose 19.1% YoY to ₹920cr, driven by integration synergies and a shift toward high-potent human and animal health products.

Why this was an Alfa AlertEBITDA margin beat: Guided 20% for FY28, achieved 21.7% in Q4 FY26, surpassing upper end early by 8.5%.
Highlights
Revenue growthFY26 revenue reached ₹3,420cr, up 13.8% YoY.
MarginsGross margins expanded 321bps to 54.3% in FY26.
Order book8-10 innovators in pipeline for life cycle management products.
Demand visibilityStrong traction in animal health and specialty CDMO life cycle management.
Management confidenceHigh; internal EBITDA target of ₹1,000cr pulled forward to FY27.

Growth

FY26 Revenue grew 13.8% to ₹3,420cr; EBITDA jumped 59.6% to ₹702cr; PAT surged 14x to ₹225cr.

Outlook

Targeting 15-20% revenue growth; aim to hit ₹1,000cr EBITDA in FY27/28 via CDMO and R&D expansion.

Risks

Potential margin volatility from raw material/solvent availability and freight costs; intense generic competition in US markets.

Source

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

Read the document ↗

Viyash Scientific Ltd: key numbers

Share price
₹244.35
Market cap
₹10,791 Cr
Revenue (annual)
₹3,420 Cr
Net profit (annual)
₹177.3 Cr
P/E (TTM)
63.0×Sector 50.4×
Promoter holding
61.31%+0.00% QoQ
FII holding
4.50%Current quarter

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

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