Ajanta Pharma Ltd (BOM:532331)

Q1 2027 Ajanta Pharma Ltd Earnings Call Transcript

Jul 30, 2026 / 11:00 AM GMT

Release Date Price: ₹3429.15 (+0.93%)

Transcript

Key Points

Positve

Revenue from operations grew by 25% year-over-year, with profit after tax increasing by 31%.
India branded business delivered strong 24% growth, outperforming the IPM with volume growth 40% higher than the market.
Africa branded business posted a robust 30% sales increase, supported by new product launches and expanding field force.
Gross margins improved to 80% due to healthy margins across all geographies, with return on capital employed at 37%.
Board approved an interim dividend of INR32 per share, reflecting strong financial position and shareholder returns.

Negative

Asia branded business sales declined by 15% due to geopolitical disruptions and supply chain issues affecting dispatches.
US business growth of 57% is expected to normalize to mid single-digit for the full year due to anticipated price erosion and competition.
Employee costs rose 26% year-over-year due to annual increments and headcount additions, pressuring expenses.
Other expenses increased by 32% due to continued investments in products, brands, and people across the portfolio.
Foreign exchange loss of INR31 crore was recorded during the quarter, adding volatility to reported earnings.

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

AJPH.NS - Ajanta Pharma Ltd
Q1 2027 Ajanta Pharma Ltd Earnings Call
Jul 30, 2026 / 11:00AM GMT

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Presentation
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And welcome to H1 F27 earnings as a reminder, all parties in the listen-only mode, and there will be after the presentation.

Should you need assistance?

Please signal an operator but then 0 on your touchtone phone being recorded.

I now hand a conscience over to Mr. Yosh Agarwal.

Managing director of Ajata Pharma Limited, you and over to you, sir.

Thank you, good afternoon, everyone, and welcome to Agenda Farmers Learning.

With me, I have Mr.

Raja Agrawal, or joint managing director, Mr.

Arvindagrawal, our CFO.

Mr.

Raj Bhagrawal, our Vice President, Finance and Investor relations.

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