Q2 2026 Sun Pharmaceutical Industries Ltd Earnings Call Transcript

Nov 5, 2025 / 01:00 PM GMT

Transcript

Key Points

Positve

Sun Pharmaceuticals Industries Ltd (BOM:524715) reported a sales growth of 8.6% in Q2 FY26 compared to the same quarter last year.
The company's EBITDA margin improved to 31.3% from 29.6% in Q2 FY25.
Global innovative medicine sales increased by 16.4%, with strong performance from the brand Ilumia.
The India business saw a sales growth of 11%, with Sun Pharmaceuticals maintaining its number one market position.
Emerging markets showed a revenue increase of 10.9%, driven by both generic and innovative medicines.

Negative

The US business experienced a decline of 4.1% in overall sales, primarily due to increased competition in the generics segment.
Net profit after tax grew by only 2.6%, indicating slower profit growth compared to revenue growth.
The effective tax rate increased significantly to 24.7% from 15.8% in Q2 FY25, impacting net profitability.
There was a notable increase in intangible assets, partly due to the acquisition of Checkpoint, which may affect future cash flows.
Interest costs spiked due to short-term borrowings for acquisitions, which could impact financial stability if not managed.

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

SUN.NS - Sun Pharmaceutical Industries Ltd
Q2 2026 Sun Pharmaceutical Industries Ltd Earnings Call
Nov 05, 2025 / 01:00PM 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 Sun Farmers Q2 at 526 earnings conference call.

As a reminder, all participant clients 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 call, please signal an operator by pressing, then 0 on attached on phone.

I now hand the conference over to Doctor Abhishek Sharma, Vice President and head of investor relations and strategic projects.

Thank you and over to you, sir.

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Unidentified_2 [2]
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