Q1FY27 call: INR700cr FY27 guidance, INR1500cr FY30 target

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF Explain this filing

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Price reaction · full curve 14 horizons · vs prior close

+2.3%1-day move

₹3325.00

prior close

₹3350.00

base price

After-mkt

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AI summary

CFO Aditya Arora guided FY27 revenue above INR700 crores with EBITDA margins of 26-27%. Targets INR1,000 crores by FY29 and INR1,500 crores by FY30 including hormone and biosimilar revenue. Sixth hormone plant starts November 2026. Q1 oncology revenue was INR30-35 crores. Keytruda biosimilar targets first wave launch by end 2028. Erythropoietin to commercialize by end of calendar 2027. KPMG to be appointed as auditor in Q3 or Q4 FY27. Debtor days expected to improve from 208 to 165-170 days. Capex plan around INR185-190 crores funded internally.

Likely market impact

Strong forward growth visibility with multi-year targets. Margin expansion to 29-30% by FY29 likely. Watch execution on biosimilar and hormone launches.