Conference Call with Strides Pharma Science Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Pharmaceuticals company Strides Pharma Science announced Q1FY26 results Revenue at Rs 11,197 million, grew 6.2% YoY Absolute gross margin at Rs 6,755 million, grew 11.7% YoY Gross margin improved to 60.3%, up 300 bps YoY EBITDA grew 14.8% YoY to Rs 2,181 million with EBITDA margin at 19.5%, grew 150 bps YoY US revenue at $71 million, grew 7.0% YoY Operational PAT at Rs 1,140 million, Grew 80.6% YoY Operational EPS at Rs 12.4 Reported PAT at Rs 1,056 million. Badree Komandur, MD & Group CEO, commented on the performance and said, “We are pleased to report a solid start to the year, marked by consistent growth and enhanced profitability. Our focus on cost management and diligent execution has enabled us to deliver robust results. The EBITDA margin improved to 19.5%, an increase of 150 bps YoY. Strong operating leverage contributed to the highest-ever quarterly PAT, resulting in an operational EPS of Rs 12.4. Consequently, ROCE stands at 15.1% for Q1. The company will enhance its R&D; efforts during the year to drive sustainable long-term growth.” Result PDF
Pharmaceuticals company Strides Pharma Science announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenue at Rs 11,904 million, grew 17.0% YoY Gross margin at Rs 6,914 million, grew 18.1% YoY EBITDA grew 22.0% YoY to Rs 2,179 million with EBITDA margin at 18.3%, grew 75bps YoY US revenue at USD 77 million, grew 23.2% YoY Operational PAT at Rs 1,130 million, Grew 5x YoY Operational EPS at Rs 12.3, Grew 5x YoY FY25 Financial Highlights: Revenue at Rs 45,653 million, grew 17.2% YoY Gross margin at Rs 25,854 million, grew 20.5% YoY EBITDA grew 36.8% YoY to Rs 8,028 million with EBITDA margin at 17.6%, grew 252bps YoY US revenue at USD 291 million, grew 21.8% YoY Operational PAT at Rs 3,447 million, Grew 12x YoY Operational EPS at Rs 37.5, Grew 12x YoY Arun Kumar, Founder & Non-Executive Chairperson, and Badree Komandur, MD & Group CEO, commented on the performance and said, "We are pleased to report a strong close to FY25, having successfully exceeded the outlook communicated across all key parameters. Our FY25 revenue grew by 17.2% YoY, outperforming our guidance of 12–15%, aided by strong US business performance. We also surpassed our EBITDA outlook, delivering Rs 8,028 million in FY25, reflecting enhanced operational efficiency and margin resilience post-demerger. We reduced Net debt by Rs 5,128 million, and our Net Debt-to-EBITDA ratio improved to 1.9x, well below the outlook given. The US business recorded USD 291 million in revenue, representing 21.8% YoY growth and exceeding the outlook. This was propelled by new product launches, steady base business, and a strong commercial execution framework. We also delivered an operating PAT of Rs 3,447 million for FY25, reflecting continued focus on profitability. The Board has recommended a dividend of Rs 4 per share for FY25, reflecting our strong. As we look ahead, we remain focused on the disciplined execution of our business strategies, underpinned by strong governance and a deep commitment to ESG — all aimed at delivering superior business outcomes and creating long-term value for all stakeholders." Result PDF
Pharmaceuticals company Strides Pharma Science announced Q3FY25 results Revenue at Rs 11,537 million, grew 14.6% YoY. Gross margin at Rs 6,735 million, grew 25.1% YoY. EBITDA grew 46.9% YoY to Rs 2,103 million with EBITDA margin at 18.2%, grew 401bps YoY. US revenue at USD 73 million, grew 13.7% YoY. Q3FY25 Reported PAT at Rs 900 million. Reported EPS at Rs 9.56. Arun Kumar, Founder & Executive Chairperson, and Badree Komandur, MD & Group CEO, said: “We are pleased to report strong YTD results showcasing a YoY improvement across all key metrics of growth, profitability and efficiency. Our 9MFY25 revenue increased by 17.3% YoY and EBITDA grew by 43.3% YoY despite the demerger of high margin Softgel business. For 9MFY25, the US business recorded a revenue of USD 214 million, a growth of 21.3% YoY, and is well on track to achieve the FY25 outlook of USD 275 million -USD 290 million, post-demerger. Additionally, we are proud to have debuted with an outstanding ESG rating of 76/100 in the S&P; Global’s CSA, 2024. We are placed significantly ahead of our peers in the first year of ESG evaluation, underscoring our unwavering commitment to sustainability and the strength of our processes and governance. Looking ahead, we remain focused on executing our strategies to deliver superior business outcomes and drive long-term value for our stakeholders.” Result PDF