Hester Biosciences Ltd (BOM:524669)

Q1 2026 Hester Biosciences Ltd Earnings Call Transcript

Aug 1, 2025 / 08:30 AM GMT

Release Date Price: ₹2183.15 (+11.96%)

Transcript

Key Points

Positve

Hester Biosciences Ltd (BOM:524669) reported a strong consolidated performance despite a lower standalone performance, driven by a notable turnaround in its Africa operations.
The company's profitability remained intact due to focused actions on standardizing key processes, tightening controls, and optimizing product mix.
Hester Africa achieved a significant turnaround, recovering from losses and making a profit of 50 million on a top line of 17 crore, driven by improved commercial execution and market penetration.
The poultry healthcare division recorded a growth of 2%, supported by sustained demand for key vaccines and acceptance of new product launches.
The company is optimistic about future growth, with institutional demand expected to normalize and increased momentum in pet care and poultry portfolios.

Negative

The India business faced challenges due to timing delays in institutional orders, impacting the standalone performance.
The animal health division saw a 33% decline due to deferred execution of large immunization programs, affecting the top line.
The Nepal operations experienced fluctuating revenues due to timing of institutional orders, impacting growth consistency.
The BSL 3 facility, initially built for COVID bulk antigen, is yet to be repurposed, causing delays in capitalizing on this asset.
There is uncertainty regarding the continuation of the positive trend in African operations, with potential fluctuations in future quarters.

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

HEST.NS - Hester Biosciences Ltd
Q1 2026 Hester Biosciences Ltd Earnings Call
Aug 01, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Easter Biosciences Q1 F 526 earnings conference call hosted by ICICI Securities Limited. As a reminder, all participant lines will be 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 an operator by pressings and 0 on your touchtone phone. Please note that this conference has been recorded. I now hand the conference over to Ms. Nisha Shetty.

Thank you and note to you, ma'am.

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Unidentified_2 [2]
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