BIOCONNSEBiocon Limited· PharmaceuticalsCriticalPositive
Announced Thu, 8 May · 19:47 IST

Biocon Limited has informed the Exchange regarding a press release dated May 08, 2025, titled "Biocon Q4FY25 Revenue at Rs 4,454 Cr, Up 15%** EBITDA atRs 1,115 Cr; Up 16%; Net Profit at Rs 344 Cr, Up 153% FY25 Revenue at Rs 16,470 Cr; EBITDA at Rs 4,374Cr; Net Profit at Rs 1,013 Cr".

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Biocon reported Q4FY25 consolidated revenue of Rs 4,454 crore, up 12% year-on-year (15% on a like-for-like basis after adjusting for the Branded Formulations India divestment). Q4 EBITDA rose 16% to Rs 1,115 crore with margins of 25%, and net profit jumped 153% to Rs 344 crore, helped by a low base. For the full year FY25, revenue grew 5% to Rs 16,470 crore (8% like-for-like), EBITDA was up 5% at Rs 4,374 crore with margins steady at 27%, and net profit was nearly flat at Rs 1,013 crore (up 30% on a like-for-like basis). The Generics business led growth with a 46% jump in Q4, while Biosimilars grew 9% like-for-like and Syngene rose 11%. The Board has recommended a final dividend of Rs 0.50 per share and approved a fund-raising plan of up to Rs 4,500 crore via QIP, rights issue or other routes, mainly to repay or restructure borrowings. A committee has also been set up to evaluate a potential merger of Biocon Biologics with Biocon Limited.

Likely market impact

Strong quarterly earnings, especially in Generics and Biosimilars, should support sentiment, while the proposed Rs 4,500 crore capital raise and possible BBL-BL merger could cause near-term dilution and structural overhang. The small final dividend and flat reported FY25 net profit offer limited cash returns for shareholders.