Molbio Diagnostics is in the spotlight this week: the company reported its first-ever EBITDA and PAT profitability in FY27, driven by strong adoption of its Truenat diagnostic platform, while HDFC Mutual Fund acquired a 1.99% stake worth ₹302 crore, boosting investor confidence.
📊 Key Financial Updates
Q1 FY27 Results (June 2026):
Revenue: ₹411.48 crore (up from ₹100.47 crore YoY, though down 27.2% QoQ).
EBITDA: ₹103.68 crore (vs. a ₹14.5 crore loss last year).
PAT: ₹52.74 crore (vs. a ₹23.94 crore loss last year).
Operating Margin: 20.4% (vs. -27.7% YoY).
EPS: ₹5.21 (vs. -₹2.10 YoY).
Revenue Mix: 75% from recurring test-kit sales, showing a shift to a sustainable, volume-led model.
Market Cap: ~₹14,765 crore.
Debt/Equity Ratio: 0.35 (low leverage).
📈 Stock Market Developments
HDFC Mutual Fund Bulk Deal (1 Oct 2026):
Bought 23 lakh shares (1.99% stake) at ₹1,315/share.
Deal value: ₹302.45 crore.
Seller: Business Excellence Trust III (Motilal Oswal PE), trimming its stake by ~2%.
Share Price Movement:
Rose 5% on 1 Oct 2026 after the deal.
Current price: ~₹1,313–₹1,315.
IPO (Aug 2026): ₹807 → Listing at ₹980.
52-week high: ₹1,686.80.
Jefferies has a Buy rating with a target of ₹1,600 (27% upside from late September close).