$AJANTPHARM Financial performance and key Operating Metrics (Consolidated) : Operating Revenue for Q1FY27 is Rs. 1,626 Crs., 24.82% growth YoY, Total Income is Rs. 1,697 Crs., 27.69% growth YoY, Gross Profit is Rs. 1,369 Crs., 30.01% growth YoY, EBITDA is Rs. 424 Crs., 20.57% growth YoY, But EBITDA Margin is 26.05% declined by 92 basis points YoY, PBT Rs.447 Crs., 34.93% growth YoY, PAT Rs. 334 Crs. 30.89% growth YoY. On QoQ basis Operating Revenue is up by 14.37%, Total Income is also up by 14.42%, Gross Profit is up by 16.2%, EBITDA is up by 27.06%, PBT is up by 28.72% and PAT is also up by 25.32%. Asia branded generics: Q1 decline -logistics-led disruption (not demand) : Q1 sales: ₹225 crore, -16% YoY (vs ₹304 crore) Africa branded generics: strong execution + field-force productivity inflection, Q1 sales: ₹295 crore, +30% YoY (vs ₹228 crore). 3 new products launched. US generics: Q1 spike but guidance deliberately conservative (competition risk) : Q1 sales: ₹487 crore, +57% YoY (vs ₹310 crore), aided by 2 product launches. Capex: ₹83 crore in Q1; FY27 capex guide ~₹400 crore, split into ~₹100 crore maintenance and ~₹300 crore expansion at the “Petampur plant”.

#WatchOutFor#EquityResearch#MacroViews#TrendingSectors#FundamentalViews

1,151 likes·75 comments