Bajaj Healthcare Limited has informed the Exchange regarding a press release dated July 28, 2025, titled "Press Release for the Quarter ended June 30, 2025".
BAJAJHCARE · price
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Bajaj Healthcare reported strong Q1 FY26 results with revenue from operations at ₹1,488.4 Mn, up 12.5% YoY from ₹1,322.5 Mn. Profit for the period surged 66% YoY to ₹118.3 Mn, while EBITDA remained steady at ₹253.9 Mn with margins improving sequentially to 17.0% from 15.1%. The API export business led growth at ₹521.9 Mn (+68.4% YoY), supported by regulated market demand and CDMO ramp-up, while Formulations grew 41.1% YoY to ₹240.5 Mn. Domestic API revenue declined 13.8% YoY to ₹726 Mn due to pricing pressure. Export share rose to 35% of total revenue from 23% last year. The company also received 3 new CEP approvals and 1 ASMF approval from the European regulator, with 5 DMFs filed with UK MHRA, and is advancing its CNS portfolio with Cenobamate and Magtein® nearing key milestones.
Strong PAT growth and improving margins signal better operating leverage and successful shift toward higher-value exports, which should support investor sentiment. However, weakness in the domestic API segment and pricing headwinds remain near-term watchpoints that could limit upside if they persist.