Ajanta Pharma Ltd. Share Price

Ajanta Pharma Promoter Releases Pledge on Shares

Aayush Agrawal, part of the promoter group of

Ltd, has released the pledge on 98,185 equity shares of the company in connection with loan repayment. Following the release, the promoter group’s remaining encumbered shareholding stands at 9.32% of the company’s total share capital. The development marks a reduction in the number of promoter-held shares subject to encumbrance and provides an update on the promoter group’s financing-related shareholding arrangements. The release of pledged shares is reflected in the company’s regulatory disclosure. Investors will continue to monitor subsequent filings for any further changes in promoter shareholding, pledges or other encumbrances and their implications for the company’s overall shareholding structure.

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Ajanta Pharma has started FY27 on a very strong note

Ajanta Pharma has started FY27 on a very strong note. Q1 FY27 revenue from operations rose 25% YoY to ₹1,626 crore, while PAT increased 31% to ₹334 crore. Adjusted EBITDA grew 21% to ₹454 crore, with a healthy 28% margin. The growth is well diversified. India branded-generics revenue increased 24% to ₹509 crore, helped by 8 new product launches. Ajanta's India business grew faster than the overall Indian pharmaceutical market, with IQVIA data showing 15% growth versus 11% for the IPM. The company has particularly strong positions in ophthalmology, cardiology and dermatology. US generics is another major positive. Revenue jumped 57% YoY to ₹487 crore, supported by new product launches. The company currently has 55 US ANDA approvals, of which 51 are commercialised, with 17 additional ANDAs awaiting approval. However, management is maintaining a more conservative mid-single-digit US growth guidance for the full year, so Q1's 57% growth should not simply be extrapolated.

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Ajanta Pharma Results Analysis-Q1FY27

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”.

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Key News & Earnings Updates

Q1 PAT up 27.4% YoY to ₹5,986 Cr; NII rises 22.9% YoY to ₹12,571 Cr. Q1 PAT at ₹5,294 Cr vs ₹4,267 Cr QoQ; revenue down 1.6% QoQ. Q1 PAT jumps 30.9% YoY to ₹334.2 Cr; revenue grows 24.8% YoY to ₹1,626 Cr. Vedanta Aluminium Q1 PAT rises 33.8% QoQ to ₹5,629 Cr; revenue up 11.9% QoQ to ₹21,393 Cr. Q1 PAT up 10.4% YoY to ₹1,927 Cr; NII increases 9.8% YoY to ₹1,970 Cr.

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Ajanta Pharma Ltd. – Q1 Performance Briefing

Executive Summary Ajanta Pharma reported a highly successful first quarter, driven by accelerated growth in its US generics and African institutional businesses. The robust top-line expansion and 31% profit surge underscore the company’s strong execution capabilities. In a clear signal of shareholder value creation, the board declared a substantial interim dividend of ₹32 per share. Financial & Operational Highlights The company maintained strong profitability while successfully absorbing continued investments in future growth initiatives. Financial Metric Q1 (Current) Q1 (Prior Year) YoY Change Revenue ₹1,626 crore ₹1,302.7 crore +24.8% Net Profit ₹334.2 crore ₹255.3 crore +30.9% EBITDA ₹423.6 crore ₹351.4 crore +20.6% EBITDA Margin 26.1% 27.0% -90 bps Shareholder Returns: The board declared a first interim dividend of ₹32 per equity share (face value ₹2). The total payout is approximately ₹400 crore, with a record date of August 5 and distribution on or after August 18. Segmental Breakdown The quarter showcased exceptional performance across nearly all key geographies: US Generics: The standout growth driver, with revenue surging 57% to ₹487 crore. India Branded Generics: The company's largest market delivered 24% growth, reaching ₹509 crore. This segment significantly outperformed the Indian Pharmaceutical Market (IPM) by 36%, fueled by volume expansion and strong new product launches. Africa: The Institutional business posted a remarkable 83% growth, while the Branded business expanded by 30%. Asia Branded Generics: The sole weak spot in the portfolio, experiencing a 16% revenue contraction to ₹255 crore. Following the earnings announcement, shares reacted positively, climbing to an intraday high of ₹3,531.90 on the NSE.

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