Sequent Scientific Limited has informed the Exchange about Transcript
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SeQuent Scientific filed the re-submitted earnings call transcript for Q1 FY26 (quarter ended June 30, 2025) with only the website link updated. In the call, management reported standalone revenue of INR4,414 million, up 13.1% year-on-year, with adjusted EBITDA of INR602 million (13.6% margin) and profit after tax nearly doubling to INR176 million. The formulation business (75% of revenue) grew 13% YoY led by emerging markets (+25%) and Europe, while the API segment crossed INR100 crores in a quarter for the first time, growing 14% YoY. Viyash Life Sciences, the merging entity, posted revenue of INR353 crores with EBITDA margins of 19.5%, while combined EBITDA stood at INR129 crores (16.2% margin). Management reaffirmed the SeQuent-Viyash merger is on track with NCLT shareholder and creditor meetings scheduled for August 30, 2025, targeting completion in 12-15 months from the September 2024 announcement.
Strong Q1 results across both SeQuent and Viyash support the near-term growth story, while clear margin guidance (SeQuent mid-teens, Viyash high-teens EBITDA, ~20% combined gross margin by 2027) provides visibility. The progress on the merger and synergy realization should be positive catalysts for shareholders, though near-term overhang from integration costs and ESOP charges remains.