NSE: MOLBIO · BSE: 544866
MOLBIO DIAGNOSTICS LTD
Makes Truenat, a point-of-care molecular diagnostics platform — bench-top hardware paired with single-test PCR cartridges for infectious diseases such as tuberculosis — with a global installed base and WHO endorsement for TB diagnosis at the point of care. Revenue comes mainly from recurring test-kit consumables (~75% of revenue), with hardware placements accounting for the balance; FY27 topline is guided at ~25% growth and EBITDA margin at 24–25%. Q1 FY27 consolidated revenue was ₹408 cr (including ₹67 cr of exports), EBITDA ₹104 cr at 25% margin, and PAT ₹52.7 cr. Two subsidiaries extend into adjacent imaging: OptraScan (60% stake, digital pathology, US FDA-cleared July 2026, loss-making in FY27) and Prognosys (70% stake, digital X-ray). R&D runs at 5–6% of revenue, supported by 153 scientists and a pipeline of 34 assays across 22 diseases; HPV testing awaits rollout under the Government of India programme. AR · MarketPing reader · 2026-09-16
Revenue streams, as the annual report describes them. Truenat test kits (consumables) (75%), Truenat devices (hardware), OptraScan (60% subsidiary), Prognosys (70% subsidiary). Recurring-revenue diagnostics platform with a hardware-plus-consumables model and growing international footprint.
Exhibit 1: Financial summary, – (all audited; no estimate years)
| ₹ crore · consolidated |
|---|
| Revenue |
| EBITDA (ex other income) |
| margin % |
| Owners' profit |
| EPS, as reported (₹) |
| ROE % · ROCE % |
| Debt / equity (x) |
| Cash from operations |
| Capex |
Exhibit 2: Quarterly performance, last 1 quarters
| ₹ crore | Q1 FY27 |
|---|---|
| Revenue | 408 |
| Profit before tax | 76 |
| Net profit | 53 |
| EPS (₹) | 5.21 |
Exhibit 3: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 19 Oct 2026 · NSE seeks clarification on unusual trading volume in Molbio Diagnostics | regulatory legal | high | — | — |
| 16 Oct 2026 · Kotak MF crosses 5 percent in Molbio Diagnostics via open market | ownership changes | high | — | — |
| 13 Oct 2026 · Kotak MF crosses 5% in Molbio Diagnostics via open market | ownership changes | high | — | — |
| 8 Oct 2026 · Routine RTA certificate on dematerialisation for July-Sept 2026 quarter | compliance | minimal | — | — |
| 1 Oct 2026 · PE fund IBEF III cuts Molbio stake by 2.6% via open market sale | ownership changes | medium | — | — |
| 1 Oct 2026 · India Business Excellence Fund III sells 2.06 percent stake in Molbio Diagnostics | ownership changes | medium | — | — |
| 28 Sept 2026 · Trading window closed from Oct 1, 2026 till 48 hours after Q2 FY27 results | compliance | minimal | — | — |
| 25 Sept 2026 · Molbio Diagnostics re-appoints cost auditor for FY 2026-27 | management changes | medium | — | — |
| 17 Sept 2026 · Molbio Diagnostics schedules virtual investor meeting on September 22 | board shareholder meetings | low | — | — |
| 12 Sept 2026 · Molbio Diagnostics Q1 FY27 earnings call transcript filed with exchanges | investor communications | medium | — | — |
How to read this document
| 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 | 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 |
Sources, method and disclosures
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.