Akums Drugs and Pharmaceuticals Ltd (BOM:544222)

Q2 2026 Akums Drugs and Pharmaceuticals Ltd Earnings Call Transcript

Nov 14, 2025 / 06:30 AM GMT

Release Date Price: ₹424.4 (-2.91%)

Transcript

Key Points

Positve

Akums Drugs and Pharmaceuticals Ltd (BOM:544222) has entered into a joint venture with the Zambian government to set up a manufacturing plant, which is expected to drive long-term growth.
The company achieved a milestone by dispatching its first commercial supply of Depak glycogen tablets to Switzerland, indicating progress in its European expansion.
The domestic branded formulation business showed a revenue growth of 5.3% year on year, with robust portfolio margins of 21.6%.
Akums Drugs and Pharmaceuticals Ltd (BOM:544222) has a strong cash position with net cash over INR 1,600 crores, providing leverage for organic and inorganic growth opportunities.
The company is focusing on higher gross margin portfolios and cost optimization initiatives in its API business, aiming for improved performance by year-end.

Negative

Revenue for Q2 FY26 saw a decline of 1.5% year on year, with operating EBITDA declining by 22% due to operating leverage issues.
Margins were negatively impacted by a continued downward trend in API prices, with a year-on-year drop of around 8% for top 200 APIs.
The international branded formulation business experienced a decline of 14.3% year on year, affected by seasonal factors.
The company's CDMO business margins fell sharply due to slower than expected ramp-up of new facilities and higher overheads.
Capacity utilization remains below optimal levels, with current operations at 40% and potential peak capacity at 55%, indicating underutilization of existing resources.

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

AKUM.NS - Akums Drugs and Pharmaceuticals Ltd
Q2 2026 Akums Drugs and Pharmaceuticals Ltd Earnings Call
Nov 14, 2025 / 06:30AM 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 Akki's Drugs and Pharmaceuticals Limited Q2 FY26 earnings conference call hosted by Ambit Capital Private Limited.

As a reminder, all participant lines will be in the listen-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 touchstone phone.

Please note that this conference is being recorded.

And I now have the conference over over to Mr. Pranav Chawla from Ambit Capital.

Thank you and over to you, sir.

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