Written Transcript of Earnings Conference Call held on June 01, 2026 at 04:30 PM is attached herewith.
GUFICBIO · price
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Gufic Biosciences reported Q4 FY26 revenue of INR252 crores, up ~23% YoY, with EBITDA margin expanding to 17.73% (from 13.17%) and PAT more than doubling to INR20.5 crores. Full-year FY26 revenue was INR940.5 crores (vs INR820 crores in FY25), though full-year PAT dipped to INR63.2 crores from INR69.9 crores due to new facility ramp-up costs. Key positives included the Indore facility reaching 30% capacity utilization and EBITDA breakeven, EU GMP audit completion, and new product approvals across 6 international markets including a global health organization partnership covering 109 countries. Management also announced an in-licensing deal with a Canadian aesthetics company for fillers to complement its botulinum toxin franchise.
Management guided for 15% YoY revenue growth, EBITDA margin expansion to ~18% in FY27 and above 20% by FY30, supported by Indore ramp-up, international IP-driven model shift, and GLP-1 CMO opportunity. Debt is expected to remain near peak at ~INR400 crores with no greenfield capex for next 2 years, signaling a cleaner runway for operating leverage and margin expansion in FY27.