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ORCHPHARMA
$178 Million Exblifep Licensing Deal in Russia
On July 8, 2026, Orchid Pharma executed an exclusive licensing agreement with Russian pharmaceutical major Pharmasyntez JSC for its patented hospital antibiotic Exblifep. Under the deal, Pharmasyntez holds exclusive registration and marketing rights across Russia, while Orchid retains sole manufacturing and supply mandates. Pending Russian health ministry clearance, the partnership is projected to deliver cumulative revenues of $178 million over a 10-year horizon.
Final NCLT Clearance for Dhanuka Laboratories Merger
In June 2026, the National Company Law Tribunal (NCLT) issued a formal order sanctioning the amalgamation of promoter entity Dhanuka Laboratories Limited into Orchid Pharma Limited. Backdated to April 1, 2024, the structural merger consolidates product portfolios and API research assets, with management targeting combined annual revenues of ₹1,400–1,500 crore and EBITDA of ₹200–250 crore.
FY26 Financial Summary
For the fourth quarter ended March 31, 2026 (Q4 FY26), consolidated total income grew 15.1% quarter-on-quarter to ₹244.95 crore, while net profit (PAT) recovered to ₹23.78 crore. On a full-year basis, operating EBITDA margins faced mild headwinds due to elevated raw material prices across core cephalosporin bulk drug supply chains.
SEBI Compliance Window
In strict compliance with SEBI LODR and Insider Trading regulations, the company executed the formal closure of its internal trading window for all designated insider groups and connected persons on June 30, 2026. The trading restriction remains fully active pending the formal board adoption and presentation of the upcoming Q1 FY27 financial results.#StockInNews#EquityResearch#FundamentalViews#TechnicalViews#PersonalFinance
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