Granules India Ltd (BOM:532482)

Q1 2026 Granules India Ltd Earnings Call Transcript

Aug 12, 2025 / 09:30 AM GMT

Release Date Price: ₹455.25 (+3.23%)

Transcript

Key Points

Positve

Granules India Ltd (BOM:532482) is in the final stages of remediation at its Ghaillaur facility, with no concerns raised by the FDA on corrective actions.
The company successfully completed inspections across multiple sites, including a new formulation facility at Jalong Valley, enhancing its compliance and quality assurance.
The new Greenfield formulation facility at Jano Valley increases formulation capacity by 40%, unlocking significant growth potential.
Granules India Ltd (BOM:532482) has entered the high-growth peptide therapeutics and CDMO space, which is projected to surpass $130 billion by 2030.
The company was named to the 2024 CDP supplier engagement A-list for leadership in supply climate action, demonstrating its commitment to sustainability.

Negative

Granules India Ltd (BOM:532482) experienced a decline in EBITDA margin due to increased professional expenses for consultancy and remediation efforts.
The company's net debt increased significantly following the acquisition of Sen Chemicals AG.
The cash-to-cash cycle increased to 205 days, indicating potential inefficiencies in operational processes.
Manpower costs have risen following the acquisition, which may remain elevated due to ongoing integration efforts.
The return on capital employed (ROC) declined to 16% due to increased capital employed post-acquisition, with a long gestation period expected for improvement.

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

GRAN.NS - Granules India Ltd
Q1 2026 Granules India Ltd Earnings Call
Aug 12, 2025 / 09:30AM 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 Granu India Limited Q1 FY26 earnings conference call.

As a reminder, all participant lines will be in the lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Prachi Amri from MUSG IR team.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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