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Investor Presentation

Viyash Scientific Investor Presentation: Key Takeaways

Viyash Scientific delivered strong Q1 FY27 results with 19.5% revenue growth and significant margin expansion. Integration is complete, and the company is now virtually debt-free, pivoting toward oncology and companion animal health.

Guidance and delivery
EBITDA Margin: guided vs achieved 21.60% achieved Guided 20.00%–22.00%
Management target Revenue 18.0% 2032
Highlights
Revenue growth19.5% YoY growth in Q1 FY27.
MarginsEBITDA margins expanded 530 bps YoY to 21.6%.
Demand visibilityStrong traction in API orders returning after June lag.
Management confidenceHigh; integration complete, balance sheet strongest in history.

Growth

Revenue grew 19.5% YoY to ₹946 Cr; EBITDA rose 59% to ₹205 Cr. PAT doubled to ₹79 Cr.

Outlook

Guided 18% CAGR to reach $1B by 2032; ₹250-300 Cr annual capex; BioForLife acquisition closing in FY27.

Risks

API volatility due to raw material price fluctuations and ongoing geopolitical conflicts; long gestation for oncology pipeline.

Last quarter's promises, checked

Delivered

  • Guided 15% revenue growth → delivered 19.5% (= BEAT)
  • Guided ~20% EBITDA margin → delivered 21.6% (= BEAT)
  • Guided ₹50-60Cr synergy accrual → delivered ₹60Cr annualized (= BEAT)

Partly delivered

  • Guided 26-27% tax rate → delivered 27% (on track = PARTIAL)
  • Guided ₹1,000Cr EBITDA target → achieved ₹820Cr annualized run-rate (= PARTIAL)
Source

Investor Presentation 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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Viyash Scientific allotted 1,107,309 ESOP shares at exercise prices of ₹86 and ₹101. Paid-up capital rose to ₹88.33 Crore post-allotment.

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Viyash Scientific Limited allotted 6,12,773 equity shares following the exercise of options under its ESOP 2020 and 2026 schemes. The company's paid-up capital increased to Rs. 88.10 Crore.