Investor Presentation is attached herewith
GUFICBIO · price
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Gufic Biosciences reported Q4 FY26 revenue of Rs 252.1 Cr (up 23% YoY from Rs 205 Cr), with EBITDA of Rs 44.7 Cr (up 66% YoY) and EBITDA margin expanding to 17.73% from 13.17% a year ago. Full year FY26 revenue stood at Rs 940.5 Cr (up 15% YoY) with EBITDA of Rs 152.9 Cr (up 10% YoY), though PAT declined 10% to Rs 63.2 Cr due to higher interest costs from the new Indore facility. The Indore lyophilized injectables plant (capitalized Q3 FY25) achieved 30% capacity utilization and is on track for margin accretion by FY27. At peak utilization, Indore can generate Rs 675-700 Cr revenue. The company secured its first EU Marketing Authorization through Gufic Ireland and filed 2 products across 18 EU countries. A new in-licensing deal for fillers and biostimulators with a Canadian partner targets Q3 FY27 launch.
Strong Q4 execution with margin expansion validates the Indore ramp-up strategy; however, full-year PAT decline due to interest costs reflects near-term capex phase pressures. The international business pivot and CDMO scaling provide multi-year revenue visibility as the facility reaches higher utilization.