Akums Drugs and Pharmaceuticals Ltd (BOM:544222)

Q3 2026 Akums Drugs and Pharmaceuticals Ltd Earnings Call Transcript

Feb 16, 2026 / 06:30AM GMT

Release Date Price: ₹476.4 (+5.71%)

Transcript

Key Points

Positve

Akums Drugs and Pharmaceuticals Ltd (BOM:544222) reported a strong Q3 FY26 with a 16% growth in the CDMO segment driven by strong volumes.
The international branded formulation business saw significant improvement with a 120% increase quarter-on-quarter.
The company achieved a healthy operating EBITDA of INR147 crore, marking a 21% increase year-on-year.
The European CDMO project is progressing well, with EU GMP accreditation received for Plant 2, and commercial supplies expected to start in FY28.
The company maintains a strong cash surplus of INR1,573 crore, providing a solid financial foundation for future investments.

Negative

API pricing remains under pressure, affecting margins despite stabilization in select molecules.
The trade generics segment saw a revenue decrease of 18% year-on-year, with ongoing losses.
The domestic branded formulation business experienced a 5.8% decrease quarter-on-quarter in revenue.
The API business reported a negative EBITDA of INR7 crore due to continued pricing pressure.
Capacity utilization remains low at 47%, indicating potential inefficiencies or underutilization of resources.

Operator

Ladies and gentlemen, good day, and welcome to the Q3 FY26 earnings conference call of Akums Drugs and Pharmaceuticals Limited. As a reminder -- Akums Drugs and Pharmaceuticals Limited, hosted by Ambit Capital. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Gaurav Tinani from AMBIT Capital. Thank you, and over to you, Gaurav.

Gaurav Tinani

Ambit Capital Pvt Ltd - Research Analyst

Thank you, Michelle. Good day, everyone. On behalf of AMBIT Capital, I would like to welcome you all to the Q3 FY26 earnings call for Akums Drugs and Pharmaceuticals Limited. I now hand over the call to Mr. Ankit Jain to introduce the Akums' management. Thank you, and over to you, Ankit.

Ankit Jain Akums Drugs and Pharmaceuticals Ltd;Head of Investor Relations

Thank you, Gaurav, for the introduction. Good afternoon, everyone. Welcome to Akums Q3 and nine-month FY26 earnings call. I am Ankit Jain, and I head Investor Relations at Akums Drugs and

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