Granules India Limited has informed the Exchange about Transcript
GRANULES · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Granules India reported FY26 revenue of INR 53,656 million (20% YoY growth) with Q4 revenue at INR 14,706 million, marking the 6th consecutive quarter of sequential growth. Gross margin expanded to 65% for FY26 (up 355 bps YoY) driven by shift towards complex generics and higher value-added formulations. The newly acquired peptide CDMO business (Senn Chemicals) contributed INR 1,593 million (3% of revenue) and turned EBITDA positive in Q4. The GPI facility in Virginia reached targeted operating potential and the company moved to 27th position among US generic companies (from 74th in FY21). Gagillapur remediation activities are complete with all responses submitted to US FDA; the company awaits reinspection. Management flagged uncertainty on input cost inflation due to geopolitical factors and did not commit to specific margin guidance for FY27.
Strong operational execution with margin expansion and new growth verticals emerging; however, rising raw material and freight costs create near-term margin uncertainty. The wait for Gagillapur FDA reinspection and positive CDMO trajectory are key monitorables for shareholders.