Q2 FY27 revenue up 42.7%; CDMO target now Rs 2,000 crore by FY30

Management guided margin improvementOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+0.1%Reaction day

₹3884.60

prior close

₹3892.00

announcement price

After-mkt

timing

Nifty Smallcap 250market+0.4%-0.3% vs market

Pharmaceuticals peers, median of 170sector+0.1%-0.0% vs sector

On the reaction day the stock moved 0.3 pts less than Nifty Smallcap 250 and in line with its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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Reaction day

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Next day

-2.7+2.4-5.1+1.1-3.8

-3.4+3.2-6.6+2.0-5.4

-2.6pendingpending+1.9-4.5

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AI summary

Q2 FY27 revenue rose 42.7% to Rs 436.9 crore and profit after tax rose 71.4% to Rs 123.1 crore. EBITDA rose 84.6% to Rs 176 crore, with a 40.3% margin. Management raised FY27 revenue growth guidance to about 30% and EBITDA margin guidance to 38%-40%. It targets CDMO revenue of Rs 1,000 crore in FY27 and Rs 2,000 crore by FY30, backed by new contracts and more products. Specialty chemicals revenue fell 20%.

Likely market impact

Raised guidance and faster CDMO growth support earnings optimism, but new-product ramps, high capex and working-capital pressure add risk.