Concord Biotech Limited has informed the Exchange about Investor Presentation
CONCORDBIO · price
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Concord Biotech reported Q4FY25 revenue of ₹429.9 Cr, up 35% YoY, and full-year FY25 revenue of ₹1,200.1 Cr, up 18% YoY, in line with long-term guidance. FY25 EBITDA grew 17% to ₹506.3 Cr (margin 42.2%, marginally lower) while PAT rose 21% to ₹371.6 Cr (margin 31.0%, up 70 bps). The API segment grew 14% to ₹940 Cr while Formulations surged 38% to ₹260 Cr on new launches and deeper domestic penetration. Exports contributed ₹538 Cr (+12%) with domestic revenue at ₹662 Cr (+24%). Key highlights include USFDA approval for Teriflunomide Tablets (US market opportunity ~$402 Mn), EU-GMP certification for Valthera Unit II, successful commissioning of injectable Unit IV, and strategic investments in Palvella Therapeutics and CleanMax. The company remains essentially debt-free with ₹1,813 Cr in equity.
Strong all-round growth with PAT outpacing revenue reflects operational leverage and pricing power, supportive of the stock. Margin compression in gross profit (down 290 bps) is a watchpoint, though better product mix and lower costs kept PAT margins healthier. New USFDA approvals and CDMO/CMO opportunities add visible growth levers.