Akums Drugs and Pharmaceuticals Limited has informed the Exchange about Investor Presentation
AKUMS · price
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Akums Drugs reported FY26 revenue of ₹4,359 crore (up 5.8% YoY) with adjusted EBITDA of ₹522 crore (12.0% margin, up 130 bps). Q4 FY26 showed revenue of ₹1,158 crore and adjusted EBITDA of ₹152 crore (13.1% margin). The company navigated a challenging H1 FY26 marked by API price erosion and low domestic market volumes, but delivered strong H2 performance driven by double-digit volume growth in its CDMO business (which constitutes ~80% of revenue). Key highlights include a €200 million multi-year European CDMO contract with supplies starting FY28, a JV with the Government of Republic of Zambia for USD 25 million annual supplies in FY27-28, and improved gross margins from cost optimization. Capacity utilization improved to 44% as new facilities ramped up. Finance costs surged 172% YoY to ₹94 crore due to IPO-related debt.
The presentation signals improving operational efficiency and margin trajectory, supported by multi-year contract visibility (EU CDMO) and international expansion (Zambia JV). The strong H2 recovery and 130 bps EBITDA margin expansion are positive, though the elevated finance costs warrant monitoring.