Eris Lifesciences Limited has informed the Exchange about Investor Presentation
ERIS · price
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Eris Lifesciences reported Q3 FY26 consolidated revenue of Rs. 807 crore, up 11% year-on-year, with EBITDA of Rs. 282 crore (up 13%) and adjusted PAT of Rs. 120 crore (up 38.5%). Domestic Branded Formulations grew 10% to Rs. 696 crore in Q3, with EBITDA margin expanding to 36.5%. International business had its strongest quarter yet with 45% growth to Rs. 111 crore. Management guides to FY26 consolidated revenue of ~Rs. 3,200 crore, EBITDA of ~Rs. 1,150 crore with margin expanding to 36% from 35%. FY27 international revenue is seen at Rs. 550-600 crore and the company targets Rs. 1,000 crore by 2029/30. Net debt-to-EBITDA has fallen from ~4x to ~1.6x, with a target of below 1.5x by December 2026.
The presentation reinforces a positive earnings story with margin expansion, strong international growth, and a clear deleveraging path. Shareholders can expect continued margin improvement, robust cash generation, and a multi-year growth runway in insulins, GLP-1 (Semaglutide), and EU-CDMO businesses. The debt reduction trajectory reduces financial risk and supports potential re-rating.