Imports and markets AstraZeneca's prescription drugs in India across three therapy areas. Oncology generated Rs 16,101 million in FY26 (up 44% year on year), led by cancer drugs such as Enhertu and Tagrisso sold to hospital oncologists. Biopharmaceuticals contributed Rs 5,243 million (up 7.2%), covering biologic medicines such as Fasenra. Rare Disease was Rs 215 million, up sevenfold. The company exited its Bengaluru manufacturing operations during the year, so all products are now imported and distributed through a marketing organisation of 760 permanent employees. Eleven new regulatory approvals were secured in FY26, including label extensions for Enhertu (neoadjuvant HER2-positive breast cancer) and Fasenra (Hypereosinophilic Syndrome). Employee costs are the largest stated operating expense at 11.6% of revenue, followed by other operating expenses at 16.2%. The business carries exposure to price control litigation under DPCO 2013 - NPPA has issued demand notices alleging overcharging on Symbicort Turbuhaler 160/4.5 (Rs 148.66 crore inclusive of interest) and Betaloc-50 tablets (Rs 79.97 lakh), both of which the company is reviewing. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Oncology, Biopharmaceuticals, Rare Disease. Specialty prescription drug importer and marketer with no in-house manufacturing
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 806 | 1,003 | 1,296 | 1,716 | 2,276 |
| EBITDA (ex other income) | 86 | 125 | 201 | 157 | 257 |
| margin % | 10.7 | 12.5 | 15.5 | 9.2 | 11.3 |
| Owners' profit | 62 | 99 | 162 | 116 | 188 |
| EPS, as reported (₹) | 24.64 | 39.72 | 64.60 | 46.30 | 75.01 |
| ROE % · ROCE % | 12.0 · 16.0 | 16.9 · 22.4 | 22.7 · 30.6 | 15.0 · 19.4 | 21.5 · 25.5 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 101 | 58 | 93 | 65 | (15) |
| Capex | (10) | (9) | (11) | (2) | (4) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 408 | 440 | 480 | 526 | 559 | 612 | 579 | 683 |
| Profit before tax | 51 | 42 | 78 | 75 | 73 | 47 | 58 | 51 |
| Net profit | 38 | 31 | 58 | 56 | 54 | 33 | 45 | 38 |
| EPS (₹) | 15.37 | 12.34 | 23.30 | 22.33 | 21.69 | 13.04 | 17.95 | 15.17 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SUN PHARMACEUTICAL IND L | 4,41,471 | 36.5 | 5.26 | 23.7 | 13.7 | 17.5 | 11.8 | 32.3 |
| DIVI S LABORATORIES LTD | 2,47,033 | 84.6 | 14.74 | 63.7 | 15.3 | 18.8 | 8.7 | 42.8 |
| TORRENT PHARMACEUTICALS L | 1,68,062 | 79.3 | 9.56 | 41.5 | 12.2 | 8.0 | 11.8 | 33.1 |
| ZYDUS LIFESCIENCES LTD | 1,11,686 | 24.9 | 3.78 | 14.5 | 17.3 | 18.0 | 12.4 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 2 Sept 2026 · Crisil assigns ESG rating of 64 to AstraZeneca Pharma India for FY26 | business updates | medium | — | — |
| 25 Aug 2026 · Delhi HC stays NPPA demand notice on Betaloc-50; 15 percent deposit required | regulatory legal | high | — | — |
| 24 Aug 2026 · Crisil assigns ESG rating of 57 to AstraZeneca Pharma India | business updates | medium | — | — |
| 21 Aug 2026 · AstraZeneca Pharma India schedules investor meeting on August 26 | board shareholder meetings | low | — | — |
| 12 Aug 2026 · 47th AGM: All 5 resolutions passed; Rs 36 per share dividend approved | board shareholder meetings | low | — | — |
| 10 Aug 2026 · AstraZeneca Pharma India Q1 FY27 revenue up 30% to INR 6,828 Mn | results | high | — | — |
| 10 Aug 2026 · 47th AGM: Rs.36 dividend declared, BSR & Co. appointed as statutory auditor | board shareholder meetings | low | — | — |
| 10 Aug 2026 · AstraZeneca India Q1 FY27: revenue up 30%, PAT down 32% | results | high | — | — |
| 8 Aug 2026 · AstraZeneca India gets CDSCO nod for Enhertu additional indication | business updates | high | — | — |
| 4 Aug 2026 · Board meeting on Aug 10 to consider Q1 FY27 results | results | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| 25.2 |
| CIPLA LTD | 1,10,352 | 32.7 | 3.20 | 16.9 | 11.2 | 14.7 | 8.0 | 19.7 |
| LAURUS LABS LIMITED | 1,06,375 | 97.2 | 19.59 | 59.3 | 16.4 | 17.2 | 7.2 | 32.0 |
| DR. REDDY S LABORATORIES | 97,319 | 30.1 | 2.55 | 13.1 | 10.9 | 13.0 | 12.1 | 15.0 |
| AUROBINDO PHARMA LTD | 96,656 | 26.3 | 2.55 | 13.4 | 9.2 | 12.6 | 6.3 | 23.0 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 99.6 | 28.9 | 155 of 169 | 8% |
| P/B | 19.4 | 3.3 | 158 of 163 | 3% |
| ROCE | 25.0 | 10.8 | 15 of 183 | 92% |
| ROE | 21.5 | 10.4 | 18 of 171 | 90% |
| Debt / Equity | 0.0 | 0.1 | 6 of 171 | 77% |
| EBITDA margin | 8.5 | 17.5 | 127 of 165 | 23% |
| Revenue growth | 29.7 | 16.3 | 48 of 161 | 71% |
| Profit growth | (32.1) | 30.9 | 121 of 158 | 24% |
| Market cap | 16888 | 839 | 33 of 182 | 82% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
