BIOCONNSEBiocon Limited· PharmaceuticalsHighNeutral
Announced Thu, 7 May · 23:37 IST

Biocon Limited has informed the Exchange regarding a press release dated May 07, 2026, titled "Biocon Q4FY26 Total Income at Rs 4,569 Cr EBITDA at Rs 1,073 Cr; Net Profit (before exceptional items) at Rs 179 Cr FY26 Total Income at Rs 17,270 Cr; EBITDA at Rs 3,798 Cr; Net Profit (before exceptional items) at Rs 436 Cr".

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemDebt Equity ThresholdResults View source PDF

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AI summary

Biocon reported strong FY26 results with operating revenue up 13% YoY to Rs 16,927 Cr and EBITDA up 25% on an adjusted basis (excluding one-time lenalidomide sales and BFI divestment gain), delivering ~200 basis points of margin expansion to 22%. Q4FY26 saw 10% revenue growth to Rs 4,517 Cr and 29% EBITDA growth (adjusted), with net profit before exceptional items at Rs 179 Cr, up 64% YoY. Biosimilars remained the key growth driver with 16% revenue growth and 40% EBITDA growth for FY26. The company completed integration of its biosimilars and generics businesses into a unified entity. Exceptional items of Rs 403 Cr (net) were recorded for FY26 largely related to integration costs. Non-controlling interests fell sharply from Rs 6,068 Cr to Rs 2,590 Cr, reflecting the BFI divestment. Total borrowings declined from Rs 17,755 Cr to Rs 14,824 Cr, improving leverage.

Likely market impact

Biocon delivered robust profitability improvement with 323% PAT growth for FY26 and margin expansion, indicating successful integration execution. However, the large exceptional items and significant reduction in minority interests (tied to BFI divestment) signal ongoing restructuring. The decline in EBITDA margin to 23% in Q4 from 25% in Q4FY25 warrants monitoring.