Q3 2025 Orchid Pharma Ltd Earnings Call Transcript

Feb 12, 2025 / 11:00AM GMT

Transcript

Key Points

Positve

Orchid Pharma Ltd (BOM:524372) reported a 15% growth in total income for the first nine months of FY25, reaching INR710 Crores.
The company's EBITDA for the nine-month period improved to INR115 Crores from INR99 Crores the previous year, indicating enhanced profitability.
Orchid Pharma successfully completed a new GMP audit, receiving a certificate of compliance, which strengthens its regulatory standing.
The launch of Enmetazobactam in the domestic market is performing as expected, with strong market penetration driven by a partnership with Cipla.
The 7 ACA project is advancing well, with construction moving at an accelerated pace, expected to bring significant cost synergies upon completion.

Negative

Price corrections in major products have muted total sales despite a 20% increase in overall volumes.
The company faces challenges in the US market due to delays in finalizing a partnership for Enmetazobactam with Elektra.
The AMS division is currently in an investment phase, resulting in a negative EBITDA impact of about INR6 Crores over nine months.
There is uncertainty regarding the timeline for the Danuka Labs merger, with ongoing delays from the court.
The company is experiencing pricing pressure from Chinese competitors, particularly in unregulated markets, affecting margins.

Operator

Ladies and gentlemen, good day and welcome to the Orchid Pharma Limited Q3 FY25 earnings conference call hosted by Systematic Institutional equities. (operator instructions).

I now have the conference over to Mr. Vishal Manchanda from Systematic Institutional Equities.

Unidentified Systematic Institutional equities;Vice President and analyst

Thanks, Liam.

And, good evening, everyone. On behalf of Systematics institution Equities.

I welcome you to the Q3 FY25 earnings call of Orchid Pharma.

We thank the Orchid Pharma management for giving us an opportunity to host the call today.

We have it as the senior management of the company, represented by Mr. Mridul Dhanuka, full-time director, and Mr. Sunil Kumar Gupta, Chief Financial Officer. I'll now hand over the call to the company management for opening comments. Over to you, sir.

Mridul Dhanuka

Orchid Pharma Limited - Whole-Time Director

Good evening investors, ladies and gentlemen.

I am delighted to

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