Q1 2027 Granules India Ltd Earnings Call Transcript
Key Points
- Granules India Ltd (BOM:532482) reported its strongest first quarter ever, with revenue growing 22% year-on-year to 1,477 crores.
- The company's EBITDA increased by 37% to 339 crores, and profit after tax grew by 60% to 180 crores.
- Granules India Ltd's return on capital improved to 18%, and the company is nearly debt-free with a net debt to EBITDA ratio of 0.37 times.
- The company has successfully moved up the value chain, with complex generics now accounting for 50% of finished dosages, up from 39% a year ago.
- Granules India Ltd's Peptide CDMO business grew more than 100% over the last year, indicating strong growth potential in this segment.
- The company faces ongoing geopolitical tensions in West Asia, which have led to inflation in raw materials, packing inputs, and supply chain costs.
- Granules India Ltd is still awaiting FDA clearance for one of its facilities, which is delaying the launch of nine applications.
- The company has experienced some quarter-to-quarter variability in its Peptide CDMO business due to the project-driven nature of the segment.
- Despite strong growth, the company faces challenges in maintaining gross margins due to raw material pressures.
- Granules India Ltd's oncology segment has contributed minimally so far, with significant growth expected only in FY28-29.
Ladies and gentlemen, you are connected for the Granules India Limited conference call. Please stay connected. This conference will begin shortly.
Participants, you are connected for the granules in the unlimited conference call. Please stay connected. This conference will begin shortly. Please continue to hold.
Ladies and gentlemen, good day. And welcome to Granule India Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in 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 pressing start, then zero on your touchstone phone. Please note that this conference is being recorded.
I now hand the conference over to Miss Prachi Amri from NUSG Investors Relations.
Thank you, and over to you.
Thank you, Atharva. On behalf of Granals India Limited, I extend a very warm welcome to all the participants on the Q1 FY27 Financial
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