Indegene Limited has informed the Exchange about Transcript

Order pipeline disclosedPromoter disclosed acquisition plansManagement guided margin improvementInvestor Communications View source PDF Explain this filing

INDGN · price

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

Price reactionminutes from the announcement price · days from the prior close

-1.5%Reaction day

₹546.04

prior close

₹534.95

announcement price

In-mkt

timing

Nifty Smallcap 250market · index membership as recorded later (tracked since Jun 2026)-0.0%-1.4% vs market

Healthcare Services peers, median of 48sector · industry level-0.3%-1.1% vs sector

On the reaction day the stock moved 1.4 pts less than Nifty Smallcap 250 and 1.1 pts less than its Healthcare Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.2

10m

-0.2

15m

-0.2

30m

+0.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-1.5-0.0-1.4-0.3-1.1

Next day

+2.5+1.1+1.4+0.0+2.5

+1.3-1.2+2.4-1.7+2.9

+1.6+0.0+1.5-2.0+3.5

-0.6-1.2+0.6-3.1+2.5

+1.1-1.8+2.9-3.4+4.5

+4.8+3.0+1.8+0.3+4.5

15d

+9.9+7.6+2.2+1.1+8.8

+11.1+10.4+0.7-0.4+11.4

+4.4+15.2-10.8+1.2+3.2

+7.6+10.9-3.3+13.0-5.5

UpDownMarket · Nifty Smallcap 250Sector · Healthcare Services peers, median of 48Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Indegene reported Q4 FY25 revenue of INR 7,556 million, up 12.3% YoY and 4.9% QoQ, with PAT of INR 1,176 million (up 7.2% QoQ). For full year FY25, revenue grew 9.6% to INR 28,393 million and PAT rose 20.8% to INR 4,067 million, while EBITDA margin contracted 90 bps to 19.8% due to higher on-site mix and technology costs. The company ended the year with INR 1,664 crores in cash, acquired UK-based MJL Communications for up to GBP 3.4 million, and announced a 100% dividend (INR 48 crores). Management flagged macro headwinds from US tariffs and FDA layoffs (3,500 staff cut) causing some slowdown in large deal decisions, but highlighted a $5M+ ACV win with a Top 10 EU pharma customer and three mid-tier deals worth $1.5–3M ACV. The GenAI platform 'Cortex' was launched and is being trained with domain experts for life sciences.

Likely market impact

Steady FY25 results and a strong cash pile support continued M&A and the newly announced dividend, but margin compression and customer concentration issues (two top-5 customers) may weigh on sentiment. Cautious near-term commentary on macro uncertainty and decision-making delays could keep the stock range-bound in the short term.