Press Release for the quarter and year ended 31st March 2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

BAJAJHCARE · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-12.8%1-day move

₹338.45

prior close

₹300.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+3.0+4.5+5.3+4.2-12.8-12.5-12.8-16.4-18.7-10.5-11.9-16.7+1.7—

Up moveDown movePending

AI summary

Bajaj Healthcare reported FY26 revenue of Rs. 6,110.3 Mn, up 12.6% YoY, with PAT from continuing operations growing 27.1% to Rs. 545.6 Mn. Q4 revenue was flat at Rs. 1,530.6 Mn due to price erosion in domestic APIs and geopolitical disruptions affecting raw material costs, but PAT from continuing operations rose 19.3% YoY to Rs. 138.3 Mn. API exports surged 51.6% YoY driven by EU, UK, and LATAM markets, while formulations grew 12.6%. The company filed 41 DMFs in Q4 (total 110), advanced Cenobamate to Phase III trials for Q2 FY27 launch, and completed bioequivalence study for Suvorexant. The company reversed income from a cancelled Middle East technical know-how transfer due to regional instability. Warrant conversion added Rs. 527 Mn to the balance sheet.

Likely market impact

Strong profitability improvement with PAT margin expanding to 8.8% from 7.9% demonstrates effective cost management despite headwinds. Export-led growth and regulatory pipeline progress are positives, though domestic API price erosion remains a concern.