GRANULESNSEGranules India Limited· PharmaceuticalsMediumNeutral
Announced Wed, 29 Apr · 12:57 IST

Granules India Limited has informed the Exchange about Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

GRANULES · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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AI summary

Granules India shared its FY26 earnings presentation, reporting a landmark year with revenue crossing ₹50,000 Mn for the first time. FY26 revenue grew 20% YoY to ₹53,656 Mn, EBITDA rose 25% to ₹11,851 Mn with margin expansion of 100 bps to 22.1%, and PAT grew 19% to ₹5,950 Mn. Gross margin hit a record 65.0% (+355 bps YoY), driven by a structural shift toward Complex Generics, which now constitute 43% of Finished Dosages (up from 31%). The new Peptide CDMO platform, built around the Senn Chemicals acquisition, turned EBITDA-positive in Q4FY26 and contributed ₹1,593 Mn in its first full year. The balance sheet strengthened sharply with Net Debt/EBITDA falling to 0.34x from 0.75x, supported by a ₹6,656 Mn equity infusion and operating cash flow of ₹7,933 Mn. Europe revenue surged 81% YoY, and 6 consecutive quarters of sequential growth were recorded.

Likely market impact

This is a positive, broad-based earnings update with improving margins, falling leverage, and a clear structural growth story. Shareholders should view this favorably as it demonstrates margin durability, successful execution of the Complex Gx strategy, and the emergence of a new CDMO revenue engine. Strong cash generation and reduced debt improve the capacity for future growth investments.