Investor presentation
Awaiting price reaction for this filing.
Eris Lifesciences shared its Q4 FY25 and full-year FY25 results via investor presentation. Q4 FY25 consolidated revenue grew 28% YoY to Rs. 705 cr with EBIDTA up 70% to Rs. 252 cr at 36% margin. Full-year FY25 revenue stood at Rs. 2,894 cr (44% growth) and EBIDTA at Rs. 1,017 cr (51% growth). The company guided FY26 consolidated revenue of Rs. 3,325–3,500 cr with EBIDTA margin of 36% and EPS growth of ~50%, driven by Biocon synergy benefits (800–1,000 bps margin expansion in Biocon Insulins) and 15–21% organic DBF growth. Net debt was cut to Rs. 2,222 cr (vs. Rs. 3,000 cr at FY24 end), with a roadmap to reach Rs. 1,800 cr and 1.5x debt/EBIDTA by FY26 end. Key growth levers include Insulin insourcing to Bhopal, a gSaxenda launch targeted for Q1 FY26, a Rs. 200–300 cr revenue opportunity from the RHI market starting Oct 2025, and an ambition to reach #3 rank in anti-diabetes by FY28.
Constructive for shareholders — strong margin expansion guidance, accelerated debt reduction ahead of plan, and clear multi-year EPS growth visibility (FY26–FY28) should support a positive stock reaction. Investors will watch execution of Insulin in-sourcing, gSaxenda launch, and RHI market capture.