BETANSEBeta Drugs LimitedMediumNeutral
Announced Fri, 22 May · 20:26 IST

Beta Drugs Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsOrder Pipeline DisclosedInvestor Communications View source PDF

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₹1350.70
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AI summary

Beta Drugs reported FY26 revenue of INR396 crores, up 7.6% from INR368 crores, with EBITDA margins improving from 21.1% to 22.57%. Gross margins improved from 52.71% to 55.52%. Net profit declined to 10.78% due to INR9.36 crores in CCD interest costs but would have been 12.5% excluding extraordinary expenses. Branded oncology sales grew 20% to INR123 crores, while exports declined 11% to INR71 crores due to delayed tenders worth INR20-25 crores. The company acquired 66.1% stake in Nivian Lifesciences (IVF business) for INR69.4 crores, which will be consolidated from FY27. Management maintained 20-25% annual growth guidance and targets INR850-900 crores revenue by FY30 under Vision 2030.

Likely market impact

Strong operational performance with margin improvement and new growth avenues through IVF acquisition. Export recovery expected to drive 50% growth in FY27, while the diversified portfolio across oncology, Derma, and IVF positions the company for multi-year growth.