Q1 FY27 earnings call transcript filed, margins beat, FY27 guidance reaffirmed
ALIVUS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Revenue INR640 cr up 6.4% YoY. Non-GPL business up 26.5% YoY but GPL fell 52.6% on inventory cuts. Gross margin at 60.2% up 510 bps, EBITDA up 29.1% to INR234 cr at 36.6% margin up 650 bps, PAT INR160 cr. Remains debt-free with INR880 cr cash. Guides FY27 revenue growth 10-12% skewed to H2, EBITDA margins 30-32% but says could reach 34%. Solapur facility operational by early Q3. Pipeline of 617 DMF/CEPs, 29 HP-API products with USD 82 billion addressable market, 7 active CDMO projects. Capex guidance about INR540 cr for FY27.
Strong margin beat and upbeat FY28 commentary may lift sentiment, though near-term GPL weakness and geopolitical caution cap upside.