TRANSCRIPT OF THE EARNINGS CONFERENCE CALL HELD ON 1ST AUGUST 2025 FOR Q1 FY26 RESULTS.
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Awaiting price reaction for this filing.
Fredun Pharmaceuticals reported strong Q1 FY26 results with revenue up 52% YoY to INR 119.86 crore, EBITDA up 62% to INR 16.99 crore (margin expanded to 14.18%), and net profit up 64% to INR 6.77 crore. EPS grew over 63% to INR 14.33. Management guided for doubling revenue and profit in 3–4 years, targeting INR 800+ crore top line and INR 90+ crore PAT with 10–11% PAT margins, driven by new-age verticals (pet care, nutraceuticals, mobility, branded generics) expected to grow at 35–40% CAGR. Vintage business is seen growing 15–20% yearly for the next 7–9 years. The company has an order book of over INR 200 crore and plans to acquire One Pet Stop's customer base and expand pet diagnostic centers, with INR 6–8 crore capex per center and potential INR 15 crore revenue at 20–25% net margins.
This is a positive disclosure for shareholders — strong Q1 growth, margin expansion, and clear multi-year revenue/profit targets suggest improving fundamentals. However, working capital remains stretched (inventories ~INR 200+ crore, receivables ~INR 100 crore) and an equity raise is likely in coming months, which could lead to dilution. Stock may react positively on growth visibility but watch for fundraising details.