Q2 revenue jumps 110%, profit turns positive as order book reaches INR117 crore

Management guided margin improvementManagement guided margin pressureOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

-2.8%Reaction day

₹1906.00

prior close

₹1931.00

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+0.3%-3.0% vs market

Pharmaceuticals peers, median of 170sector+0.1%-2.9% vs sector

On the reaction day the stock moved 3.0 pts less than Nifty Microcap 250 and 2.9 pts less than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+1.3

10m

+0.7

15m

+0.5

30m

+0.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.8+0.3-3.0+0.1-2.9

Next day

-6.1+2.4-8.5+1.1-7.2

-4.0pendingpending+2.0-6.0

-0.4pendingpending+1.9-2.2

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15d

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UpDownMarket · Nifty Microcap 250Sector · Pharmaceuticals peers, median of 170Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 revenue rose 110% year on year to INR136.3 crore, with a 17.3% EBITDA margin and INR11.8 crore profit after tax. H1 revenue was INR230 crore and profit after tax INR8.3 crore. The order book was INR117 crore at September-end. Innoxel began its first US contract manufacturing export after quarter-end. FY27 guidance was maintained, but higher input costs and older tender prices are pressuring standalone margins. Varenyam Bio targets construction completion by Q2 calendar 2028.

Likely market impact

Strong earnings and INR117 crore of orders support sentiment, but input-cost pressure and INR139 crore equity dilution are key risks.