Audio recording of quarterly earning conference call
KPL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Kwality Pharmaceuticals delivered record Q4 FY26 results with revenue of INR 157.1 crores (up 35.8%) and full-year revenue of INR 503 crores (up 36%). PAT grew 69% to INR 67 crores with margins expanding from 10.8% to 13.4%. Management guided for FY27 revenue of INR 650 crores and PAT of INR 100 crores (described as conservative, potentially INR 700 crores), targeting INR 800-850 crores in FY28 and INR 1,000 crores in FY29 with 30% EBITDA margins. Oncology contributed ~INR 100 crores in FY26 with margins of 32-35%, projected to reach INR 300 crores by FY29. Cash conversion improved from 208 to 170 days, with 40% recovery of INR 60-70 crores stuck receivables from MENA markets.
The company demonstrated strong execution with margin expansion and clear multi-year growth roadmap. Management's conservative guidance with potential upside, combined with oncology margin profile and regulated market expansion plans, suggests positive sentiment for shareholders.