‹ All Posts
Rakesh Kumar

13th Aug · SEBI-Registered Analyst

DIVI'S LAB Results Analysis-Q1FY27

$DIVISLAB Financial performance and key Operating Metrics (Consolidated) : Operating Revenue for Q1FY27 is Rs. 3,080 Crs., 27.8% growth YoY, Total Income is Rs. 3,144 Crs., 24.32% growth YoY, Gross Profit is Rs. 2,094 Crs., 44.02% growth YoY, EBITDA is Rs. 1,255 Crs., 72.15% growth YoY, EBITDA Margin is 40.75% improved by 1050 basis points YoY, PBT Rs. 1,180 Crs., 60.98% growth YoY, PAT Rs. 902 Crs. 65.50% growth YoY. On QoQ basis Operating Revenue is up by 8.8%, Total Income is also up by 5.29%, Gross Profit is up by 22.31%, EBITDA is up by 34.37%, PBT is up by 22.53% and PAT is also up by 20.11%. Revenue mix this quarter was Custom Synthesis (CS) 60% / Generics 40%, which explicitly linked to better margins vs. quarters with lower CS mix. CS upside is tied to regulatory/customer qualification velocity post-validation; management is confident on execution readiness. Peptides are positioned as a multi-year strategic investment with ongoing qualification/validation of “several peptide fragments” in coming quarters. generic volumes were stable but pricing remained competitive. Contrast media (iodine-based) : in the process of signing long-term contracts with 2 of the customers… for multiple years. Gadolinium-based program : Still clinical/qualification-stage and “on slow phase” pending the customer’s regulatory progress; not in validation/commercial yet.

#WatchOutFor#MacroViews#EquityResearch#TrendingSectors#FundamentalViews
570 likes·50 comments