Bajaj Healthcare Achieves Key Regulatory Milestone with India’s First SEC Recommendation for Cenobamate Tablets

Bajaj Healthcare Ltd ($BAJAJHCARE) has achieved a significant milestone by becoming the first company in India to receive the Subject Expert Committee (SEC) recommendation for the manufacture and marketing of Cenobamate tablets, a next-generation anti-seizure medicine used to treat partial-onset seizures in adults. The recommendation covers six strengths of 12.5 mg, 25 mg, 50 mg, 100 mg, 150 mg and 200 mg and marks an important step toward commercialisation, subject to final regulatory approvals. Clinical studies have shown that Cenobamate can significantly reduce seizure frequency and help a higher proportion of patients achieve seizure freedom, strengthening its potential in epilepsy treatment. On the financial front, the company reported a net loss of ₹22.9 crore in Q4 FY26 compared with a net profit of ₹11.2 crore in the same period last year, while revenue from operations declined 0.9% year-on-year to ₹143.6 crore from ₹156.3 crore. Despite this, EBITDA increased 93% to ₹22.7 crore from ₹11.8 crore, with EBITDA margin improving sharply to 14.8% from 7.6%, reflecting stronger operational efficiency. The board has also recommended a final dividend of ₹1.50 per equity share, equivalent to 30% of the ₹5 face value, subject to shareholder approval. The regulatory progress, along with improving operating performance, highlights Bajaj Healthcare’s continued focus on expanding its specialty pharmaceutical portfolio. Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned.