Sells branded pharmaceutical formulations in India across ten therapy areas, with cardiac, oral anti-diabetics (OAD), biologics and insulins among the largest contributors. The domestic branded formulations (DBF) business grew 14% year-on-year in Q1 FY27 to Rs 801 cr, with seven of ten therapies delivering double-digit growth. A biologics and insulin manufacturing facility at Bhopal is scheduled to commercialise in August 2026, intended to support future insulin aspart and other analogue launches. A semaglutide brand (Sanghi) launched in Q1 FY27 captured 20% volume share and 14% value share in its launch quarter, while an earlier GLP-1 brand (Sundae) ranks #1 in prescriptions with about 21% share. The company also runs a Swiss parenteral operation under EU GMP remediation and an export franchise, both smaller contributors. Consolidated Q1 FY27 revenue was Rs 873 cr at a 34% EBITDA margin; FY26 full-year revenue was Rs 3,129 cr at a 35.5% EBITDA margin. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Domestic Branded Formulations (DBF), International / Swiss parenteral and exports. Asset-light branded pharma with a growing biologics/insulin franchise and a smaller international parenteral business.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 1,347 | 1,685 | 2,009 | 2,894 | 3,129 |
| EBITDA (ex other income) | 485 | 537 | 675 | 1,017 | 1,103 |
| margin % | 36.0 | 31.9 | 33.6 | 35.2 | 35.2 |
| Owners' profit | 406 | 382 | 392 | 352 | 620 |
| EPS, as reported (₹) | 29.89 | 28.10 | 28.82 | 25.85 | 45.33 |
| ROE % · ROCE % | 21.3 · 21.5 | 16.8 · 13.4 | 12.3 · 11.4 | 11.5 · 12.7 | 16.6 · 15.7 |
| Debt / equity (x) | 0.02 | 0.37 | 0.85 | 0.76 | 0.59 |
| Cash from operations | 378 | 292 | 486 | 1,065 | 538 |
| Capex | (121) | (841) | (129) | (155) | (297) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 739 | 727 | 705 | 773 | 792 | 807 | 757 | 873 |
| Profit before tax | 129 | 116 | 129 | 160 | 172 | 145 | 161 | 180 |
| Net profit | 96 | 87 | 102 | 125 | 134 | 109 | 279 | 143 |
| EPS (₹) | 6.73 | 6.15 | 6.90 | 8.66 | 8.82 | 7.32 | 20.60 | 10.28 |
| 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 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · Eris Lifesciences COO and Executive Director Krishnakumar Vaidyanathan resigns | management changes | high | — | — |
| 10 Sept 2026 · Eris Lifesciences clarifies loan amount reported in media | regulatory legal | medium | — | — |
| 9 Sept 2026 · Eris Lifesciences takes Rs 45 Cr term loan from Axis Bank | credit debt | medium | — | — |
| 7 Sept 2026 · Eris Lifesciences to meet Bank of India Mutual Fund on Sept 10 | board shareholder meetings | low | — | — |
| 3 Sept 2026 · Newspaper ad for 20th AGM and remote e-voting - Eris Lifesciences | compliance | minimal | — | — |
| 2 Sept 2026 · Newspaper publication for 20th AGM through video conferencing | compliance | minimal | — | — |
| 2 Sept 2026 · Eris Lifesciences files BRSR for FY 2025-26 with BSE and NSE | compliance | low | — | — |
| 2 Sept 2026 · Annual Report FY26 and 20th AGM Notice submitted to exchanges | results | high | — | — |
| 2 Sept 2026 · Eris Lifesciences 20th AGM notice on Sep 25, 2026 via video conferencing | board shareholder meetings | low | — | — |
| 31 Aug 2026 · Board re-appoints Independent Director, fixes 20th AGM on September 25, 2026 | management changes | medium | — | — |
| 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 |
| 12.4 |
| 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) | 28.9 | 28.9 | 84 of 169 | 51% |
| P/B | 4.8 | 3.3 | 113 of 163 | 31% |
| ROCE | 12.1 | 10.8 | 82 of 183 | 56% |
| ROE | 16.6 | 10.4 | 41 of 171 | 77% |
| Debt / Equity | 0.6 | 0.1 | 148 of 171 | 14% |
| EBITDA margin | 34.2 | 17.5 | 20 of 165 | 88% |
| Revenue growth | 13.0 | 16.3 | 87 of 161 | 46% |
| Profit growth | 14.6 | 30.9 | 97 of 158 | 39% |
| Market cap | 18822 | 839 | 28 of 182 | 85% |
| 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.
