Announced Tue, 6 Oct, 2026 · 17:28 IST
Granules India webinar outlines 2.0 growth plan, 2000 crore capex
Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing
GRANULES · price
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Price reaction · full curve 14 horizons · vs prior close
-2.8%1-day move
₹835.70
prior close
₹839.40
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AI summary
Granules India shared 2.0 strategy covering controlled substances (3rd largest in US, Adderall XR share up from 5 to 29 percent), complex generics (33 percent of FY26 revenue vs 1 percent in FY20), oncology and peptide CDMO (50 million dollars in 3 years, 100 million in 5). Net cash, plans 2000 crore capex in 3-4 years. Gross margin 65 percent, up 15 points in 4 years.
Likely market impact
Positive strategic update with clear growth roadmap, multiyear capex visibility, and net cash position enabling investments and potential acquisitions.