Q4 2026 Eris Lifesciences Ltd Earnings Call Transcript
Key Points
- Eris Lifesciences Ltd (NSE:ERIS) reported a 12% growth in domestic business revenue and a 10% growth in EBITDA for Q4, with a margin of 37%.
- The insulin segment showed strong performance, with market share in RHI cartridges increasing from 13% to 24% and overall insulin segment market share rising from 12% to 16%.
- The semaglutide brand, Sunday, launched successfully, achieving a leading position in the injectable semaglutide market by sale value.
- The company expects a 30% growth over the covered market growth for the current financial year, indicating strong future prospects.
- Eris Lifesciences Ltd (NSE:ERIS) has a robust pipeline with new product launches planned, including the obesity SKU and further expansion in the insulin segment.
- The company faced revenue losses due to delays in regulatory approvals for significant new product launches, including G-Saxenda and Aspart.
- Supply chain disruptions impacted international business, resulting in a shortfall of 30 crores in Q4 revenue.
- The critical care business did not perform as expected, indicating challenges in this segment.
- Receivables and inventory levels increased significantly, raising concerns about working capital management.
- The EU GMP inspection resulted in non-compliance observations, requiring remediation and potentially delaying commercialization of EU CDMO products.
And there will be an opportunity for you to ask questions after the presentation concludes. Please note, this call is being recorded. I would now like to hand the conference over to Mr. V. Krishna Kumar, Chief Operating Officer and Executive Director.
Yeah, thank you. Good afternoon. Am I audible?
Yes, sir, you're audible, sir.
Great. Welcome to the quarter four and for your results presentation.
We will structure the discussion in three parts, as usual, domestic formulations, international business, and the consolidated statements. So first with the domestic business results. In quarter four, our domestic business grew by 12% and EBITDA grew by 10% with a margin of 37%.
For the full year, our revenue growth was 11% and EBITDA growth of 12% with a 37% margin and
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