Windlas Biotech Limited has informed the Exchange about Transcript
WINDLAS · price
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Windlas Biotech posted its 10th consecutive quarter of record revenue, with Q1 FY26 revenue of INR 210 crores (+20% YoY), EBITDA of INR 27 crores (+27% YoY), and PAT of INR 18 crores (+31% YoY). EPS rose 30% YoY to INR 8.4, and the company paid an FY25 dividend of INR 5.8 per share. The Generic Formulations CDMO vertical led with INR 160 crores (+17.8% YoY), Trade Generics and Institutional grew 25.2% to INR 44 crores, and Exports surged 45.4% to INR 6 crores. Gross margin expanded 71 bps to 38.3% and EBITDA margin improved 70 bps to 12.6%. Management indicated Plant 6 (INR 40-50 crore CapEx) is on track for FY27 commercialization, taking peak revenue potential to INR 1,100 crores including injectables. Injectables are expected to deliver higher gross margins with industry peer EBITDA margins of 18-21%.
Strong operational beat with broad-based growth across all three verticals and margin expansion reinforces the company's growth trajectory. Plant 6 ramp-up, injectable scale-up, and Schedule M tailwinds for organized CDMO players are key medium-term catalysts, though management declined to give forward revenue or order book guidance.