Akums Drugs and Pharmaceuticals Limited has informed the Exchange about Investor Presentation
AKUMS · price
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Akums Drugs shared its Q3 FY26 investor presentation. Q3 revenue grew 14.8% YoY to ₹1,160 cr, with adjusted EBITDA up 21% to ₹147 cr (margin 12.7% vs 12.0%). Adjusted PAT rose modestly 2.1% to ₹68 cr. The CDMO segment, which contributes 79% of revenue, grew 16.3% YoY driven by strong volumes and better capacity utilization (47%). International branded formulations exports more than doubled quarter-on-quarter. For 9M FY26, revenue rose 4.5% to ₹3,201 cr, but adjusted PAT declined 8% to ₹175 cr. API pricing remained weak though the pace of decline moderated, and the company is rationalizing trade generics. The European CDMO project is on track for FY28 supplies, and the Zambia project is scheduled for H1 FY27 commercial supplies.
Positive: Q3 showed strong revenue and EBITDA growth with margin expansion in CDMO, and a sharp sequential rebound in profits (PAT up ~58% QoQ). However, API pricing pressure, rising finance costs (up 362% YoY in Q3) and 9M PAT decline keep the near-term outlook mixed. Shareholders should watch API stabilization and European project execution as key catalysts.