NOVARTINDBSENovartis India LtdHighNeutral
Announced Tue, 28 Oct · 15:05 IST

Outcome of the Board Meeting held on Tuesday, October 28, 2025, to inter alia consider and approve the Financial Statements for the Quarter and Half year ended September 30, 2025.

Revenue DeclineEbitda Margin ExpansionResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

The Board of Novartis India approved unaudited financial results for the quarter and half-year ended September 30, 2025, along with a clean limited review report from statutory auditor B S R & Co. LLP. Revenue from operations stood at ₹903.3 million for Q2 FY26 (up ~3.2% YoY from ₹875.5 million) and ₹1,778.8 million for H1 FY26 (down ~0.8% YoY from ₹1,793.9 million). Profit after tax grew to ₹242.2 million in Q2 FY26 (up ~18.7% YoY from ₹204.1 million) and ₹518.4 million in H1 FY26 (up ~12.3% YoY from ₹461.5 million). Total expenses fell sharply by ~7.8% YoY in H1, lifting PBT margin from roughly 34% to about 39%. Diluted EPS for H1 FY26 came in at ₹21.00 versus ₹18.69 in the prior year period.

Likely market impact

Earnings growth was driven by strong cost reduction rather than top-line expansion, signaling improved operating efficiency that should be viewed positively by shareholders. The clean auditor report with no qualifications adds comfort on the quality of reported numbers.