Q3 2026 Eris Lifesciences Ltd Earnings Call Transcript

Feb 13, 2026 / 12:00 PM GMT

Release Date Price: ₹1414.65 (-6.38%)

Transcript

Key Points

Positve

Eris Lifesciences Ltd (NSE:ERIS) reported a strong revenue growth in branded formulations with a 37% operating margin.
The company achieved a significant market share increase in the insulin segment, reaching 25% in December and 26% in January.
International business revenue grew by 45% in Q3, with a corresponding 46% growth in EBITDA.
The company has strong visibility for future growth, with expectations of 550 to 600 crores in revenue and 180 to 200 crores in EBITDA for the next fiscal year.
Eris Lifesciences Ltd (NSE:ERIS) is set to launch a new GLP product with partner Natco, which has received approval, indicating potential future revenue streams.

Negative

The company is experiencing margin compression in its international business due to significant investments ahead of revenue realization.
There is a planned discontinuation of non-core brands, which will result in a 2% reduction in DBF revenue next year.
Gross margins have been impacted by product mix changes, leading to a contraction of 300-350 basis points.
Initial margins for the new GLP product are expected to be lower until production shifts to in-house facilities.
Cash flow conversion has decreased significantly, from 120% in the previous year to 50% in the current quarter.

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

ERIS.NS - Eris Lifesciences Ltd
Q3 2026 Eris Lifesciences Ltd Earnings Call
Feb 13, 2026 / 12:00PM GMT

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Presentation
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Trained

We're happy to share that we have strong visibility to deliver a revenue growth of in branded formulations this year with a 37% operating margin.

Q4 we'll see the impact of the price increases accruing to the fullest extent.

In quarter 3, TDF revenues stood at 76 ros, and for the 9 month period stood at 2,106 croes, both representing a 10% growth year on year.

TBrabiter stood at 254 kros for the quarter, and 781 kros for the night, representing a 12% growth.

Year on year margin for the 9 month period is up by 70 basis points.

And we talk about DBF revenue composition, we would like to highlight the impact of some non-core tailored products to you.

So we've

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