Akums Drugs and Pharmaceuticals Limited has informed the Exchange about Transcript
AKUMS · price
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Akums Drugs reported FY25 consolidated revenue of INR4,170 crore, marginally down 1% YoY due to API price erosion and muted domestic pharma volumes. PAT grew to INR234 crore from INR220 crore. Q4 showed recovery with revenue up 12.4% YoY at INR1,073 crore and CDMO adjusted EBITDA up ~13% YoY at INR111 crore. The company secured a EUR200 million contract with a global pharma company, receiving EUR100 million (INR950 crore) upfront in April 2025, with supplies starting Q4 FY27. R&D spend rose 16% to INR130 crore, and 31 DCGI products were launched. Capex of ~INR300 crore is planned for FY26 across Jammu, oncology, steroids, and FFS LVP. Cash position strengthened to INR1,520 crore. Trade generic and API businesses remain loss-making, with management guiding to halve API losses in FY26 and consolidate trade generics.
Short-term, FY26 revenue growth remains constrained by soft API prices despite volume growth in single high digits; margin profile expected to improve as loss-making businesses are scaled down. Long-term, the EUR200 million European contract provides visible revenue starting FY28 and supports the global CDMO growth narrative, while the strong cash balance of INR1,520 crore opens inorganic growth optionality.