MOREPENLABBSEMorepen Laboratories LtdHighPositive
Announced Wed, 27 May · 08:25 IST

Please find enclosed press release

Pat Growth 25pctRevenue Growth 20pctEbitda Margin CompressionResults View source PDF

MOREPENLAB · price

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

Price reaction · full curve 14 horizons · vs prior close
-2.5%1-day move
₹44.20
prior close
₹42.80
base price
After-mkt
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AI summary

Morepen Laboratories reported strong Q4 FY26 with net profit jumping 69% YoY to Rs. 20 crore and gross revenue rising 22% YoY to Rs. 472 crore. The company's Rs. 825 crore (USD 91 million) CDMO mandate from a global multinational has commenced commercial production with validation batches completed. API business grew 17% and Medical Devices surged 31% in Q4. For FY26, standalone revenue crossed Rs. 1,700 crore (up 8%) with Medical Devices revenue at Rs. 598 crore (up 21%). EBITDA stood at Rs. 32 crore vs Rs. 33 crore in Q4 FY25, reflecting near-term margin compression from growth investments. The company completed its 4th consecutive USFDA inspection with zero 483 observations and is expanding capacity from ~500 KL to ~800 KL.

Likely market impact

The 69% jump in net profit and commencement of the Rs. 825 crore CDMO program signal strong growth momentum. The proposed 10% dividend rewards shareholders. However, EBITDA margin compression due to investments may weigh on near-term profitability despite promising long-term growth from capacity expansion and regulated-market programs.