Announced Mon, 10 Aug · 12:52 IST
Q1 FY27 earnings call transcript: revenue up 26%, raises growth guidance
Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDFExplain this filing
APLLTD · price
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Price reaction · full curve 14 horizons · vs prior close
+0.7%1-day move
₹833.75
prior close
₹838.20
base price
In-mkt
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AI summary
Q1 FY27 revenue grew 26% YoY to INR 2,150 cr, driven by US Generics up 49%, International Generics up 37%, and API up 33%. EBITDA up 21% to INR 348 cr at 16% margin. PAT grew 12% to INR 173 cr. Management upgraded FY27 growth outlook from low double-digit to mid-teens, with US guided to mid-high teens. Core margins seen improving to high-teens, offset by 150 bps US branded dilution. Bosutinib exclusivity till November. Debt around INR 1,600 cr aimed at 1x EBITDA.
Likely market impact
Positive: broad-based growth, raised FY27 guidance, US branded set to add from FY28. Watch: 150 bps margin drag, Bosutinib ends Nov.