AJANTPHARMNSEAjanta Pharma Limited· PharmaceuticalsHighNeutral
Announced Mon, 3 Nov · 13:21 IST

Ajanta Pharma Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Emphasis Of MatterEbitda 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 consolidated Q2 FY26 (ended Sep 30, 2025) revenue of Rs. 1,354 crore, up 14% YoY, with profit after tax of Rs. 260 crore, up 20% YoY. EBITDA stood at Rs. 328 crore at a 24% margin, weighed down by a Rs. 41 crore mark-to-market forex loss; excluding it, EBITDA margin would be 27%. For H1 FY26, revenue grew 14% to Rs. 2,656 crore and PAT rose 12% to Rs. 516 crore, with healthy ROCE of 30% and RONW of 25%. The Board declared a 1st interim dividend of Rs. 28 per share on a Rs. 2 face value, totalling Rs. 349.82 crore, with record date November 10, 2025. The US Generic segment surged 48% in Q2, while Africa Institution sales fell 25%. Auditor B S R & Co. LLP issued an unmodified opinion but drew attention to the August 2025 Income Tax search operations as an emphasis of matter.

Likely market impact

Solid PAT growth and a sizeable dividend payout are positives for shareholders, but the reported EBITDA margin compression and unresolved Income Tax search overhang may cap near-term sentiment on the stock.