Viyash Scientific Ltd (BOM:512529)

Q2 2026 SeQuent Scientific Ltd Earnings Call Transcript

Nov 18, 2025 / 03:30 AM GMT

Release Date Price: ₹251.95 (+1.74%)

Transcript

Key Points

Positve

Sequent Scientific Ltd (BOM:512529) reported a strong revenue growth of 15% year-on-year, reaching INR4,240 million for the quarter.
The company's EBITDA margin improved significantly to 15.5%, marking a 330 basis point increase.
The merger with Viyash Life Sciences has been approved, promising enhanced growth opportunities and synergies.
The formulations business, which constitutes 75% of sales, grew by 18% year-on-year, driven by strong performance across geographies.
The company has successfully expanded its presence in emerging markets, with a 27% year-on-year growth, and established a front-end presence in Mexico.

Negative

Despite the growth, the API segment's revenue growth was relatively modest at 7% year-on-year.
The company faces challenges in maintaining consistent growth in the API business, with some quarters experiencing delays in customer orders.
There is a dependency on the US market, which constitutes 35% of the business, potentially exposing the company to geopolitical risks.
The company anticipates potential spikes in service income and new product launches, which could lead to variability in quarterly performance.
The integration of the merger and realization of synergies are expected to take 12 to 18 months, indicating a delay in immediate benefits.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SEQU.NS - SeQuent Scientific Ltd
Q2 2026 SeQuent Scientific Ltd Earnings Call
Nov 19, 2025 / 03:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good morning and welcome to the Sequence Scientific Limited Q2F526 earnings conference call.

As a reminder, all participant lines will remain in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal the operator by pressing, then 0 on your touchstone telephone.

Please note that this conference is being recorded.

I will now have the conference over to Abhishek for opening remarks. Abhishek, please go.

--------------------------------------------------------------------------------
Unidentified_2 [2]
---------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.