Q2 FY27 sales up 11.8%; Organon deal on track for Q4 FY27
SUNPHARMA · price
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On the reaction day the stock moved 1.1 pts more than Nifty 100 and 2.8 pts more than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Q2 FY27 sales rose 11.8% to INR161 billion, with gross margin at 80.8%. EBITDA was INR47.4 billion and margin slipped to 29.3%; adjusted net profit was INR31.6 billion. Net cash was USD3.3 billion. US sales fell 8.2% on lenalidomide erosion, while India sales grew 17.3%. FY27 guidance: high-single-digit sales growth; R&D at 6% to 7%. Organon is on track to close in Q4 FY27. Eleven products were recalled; Assam manufacturing was halted.
Sales growth and net cash support the stock, but margin pressure, US weakness, recall disruption and Organon deal costs could weigh on sentiment.