Beta Drugs Limited has informed the Exchange about Presentation
BETA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Beta Drugs Limited reported FY26 total revenue of Rs 385 Cr across four segments: Branded (140 Cr), CDMO (149 Cr), Exports (71 Cr), and Others (25 Cr). Gross margin improved to 55.52% from 52.7% in FY25, while EBITDA margin increased to 22.57% from 21.10%. The company aims to shift its business mix significantly by FY30, with CMO growing from 13% to 50% of revenue, while branded and exports decline. Debt increased to Rs 147.80 Cr (Debt-to-Equity 0.63) from Rs 11 Cr in FY24, primarily for backward integration investments. API sales grew 24% to Rs 24.8 Cr, and the new IVF venture Nivian achieved Rs 6.53 Cr sales.
The improving margins and aggressive backward integration strategy could support profitability, but rising debt levels and significant business model shift toward CMO from branded products warrant investor attention. Multi-year targets and analyst day presentation signals management confidence but execution risks exist.