AJANTPHARMNSEAjanta Pharma Limited· PharmaceuticalsHighNeutral
Announced Mon, 28 Jul · 14:59 IST

Ajanta Pharma Limited has informed the Exchange regarding Board meeting held on July 28, 2025.

Ebitda Margin CompressionResults View source PDF

AJANTPHARM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Ajanta Pharma reported its Q1 FY2026 results with consolidated revenue from operations of Rs. 1,303 cr, up 14% YoY from Rs. 1,145 cr. EBITDA rose 6% to Rs. 351 cr (margin 27%), while profit after tax grew 4% to Rs. 255 cr (margin 20%). The company highlighted a Rs. 25 cr mark-to-market forex loss during the quarter; excluding this one-time hit, EBITDA would have been Rs. 376 cr (margin 29%) and PAT would have grown 12% (margin 21%). By segment, US Generics surged 36% to Rs. 310 cr and India Branded Generics grew 16% to Rs. 409 cr, while Africa Branded was flat and Africa Institution declined 8%. Cash flow from operations was healthy at Rs. 282 cr with ROCE at 33% and RONW at 26%. Statutory auditor B S R & Co. LLP issued an unmodified limited review opinion on both standalone and consolidated results.

Likely market impact

Strong, broad-based revenue growth across India and US businesses reinforces the company's growth trajectory. Reported EBITDA margin compression is largely driven by a one-time forex MTM loss; underlying core margins remain stable, which should reassure investors looking past the headline optics.