Transcript of Earnings Call held on 12th February, 2026 for Q3 and 9 months FY 2026.
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Fredun Pharmaceuticals reported strong Q3 FY26 results with total income of INR160.92 crores, up 57% YoY, driven by traction in newly launched brands across pet care, nutrition, Gx, mobility, and dermaceutics segments. EBITDA jumped 99% YoY to INR26.34 crores with margin expanding 384 bps to 16%, while net profit nearly doubled to INR10.48 crores (+96% YoY). For 9M FY26, revenue grew 48% to INR426 crores and net profit rose 96% to INR26.98 crores. Management reiterated targets of INR550–600 crore revenue for FY26 and aims for new-age businesses (currently ~25% of revenue) to contribute 51% of revenue by FY29–30, while legacy/vintage business grows at 12–18% YoY. QIP funds have arrived and finance costs are expected to decline over the next 2–3 quarters; no fresh fundraise needed in the next 12–18 months.
Strong topline and margin expansion signals healthy operational momentum, and management's outlook for further margin improvement from higher-gross-margin new-age products (50–70% gross margin) is a positive signal. Conservative guidance and absence of near-term capital needs reduce dilution risk, supporting a constructive near-term view for shareholders.