Q2 FY27 revenue up 39.9%, margin guidance raised to 24% or more
RUBICON · price
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Q2 FY27 revenue rose 39.9% year on year to ₹5,764 million, including ₹194 million from Arinna. EBITDA was ₹1,464 million and profit after tax ₹904 million, up 67.9%. Operating EBITDA margin reached 25%; FY27 guidance was raised to 24% or more from 22% to 23%. H1 operating cash flow was ₹989 million and net debt ₹1,159 million. USFDA issues at three sites were procedural. It also cited 90 approved products and a robust pipeline.
Positive for the stock due to growth, higher margin guidance and cash generation, but higher net debt and unresolved USFDA observations add risk.