Q4 2025 Orchid Pharma Ltd Earnings Call Transcript
Key Points
- Orchid Pharma Ltd (BOM:524372) reported a 9% increase in Q4 sales compared to the same period last year, reaching INR237 crore.
- For the full year, sales rose by 13% to INR922 crore, with EBITDA increasing to INR156 crore from INR140 crore the previous year.
- The company successfully completed inspections by both European and US authorities, indicating compliance with international standards.
- The merger with Dhanuka Laboratories is expected to generate combined revenue exceeding INR1,500 crore, offering a stronger platform for evaluation.
- The Enmetazobactum product in India is performing better than expected, with significant traction in the market.
- The antimicrobial solution division remains EBITDA negative by about INR9 crore and is expected to be a drag for two more years.
- There is continued pricing pressure on two of Orchid Pharma Ltd (BOM:524372)'s larger oral solid products, affecting demand.
- The 7-ACA project is facing delays, with mechanical completion now expected by December 2026, six months later than initially planned.
- Allecra's insolvency filing in Germany clouds near-term commercialization prospects in the US and other international markets.
- The company is experiencing a surge in receivables and inventories, tying up cash and impacting operating cash flows.
Ladies and gentlemen, you're connected to Orchid Pharma Limited, Q4 FY25 earnings conference call. The conference call will begin shortly. Please stay connected.
Ladies and gentlemen, good day and welcome to Orchid Pharma Limited, Q4 FY25 earnings conference call hosted by Systematix Group.
(Operator Instructions)
I now hand the conference over to Mr. Vishal Manchanda. Thank you and over to you, sir.
Thank you and good evening, everyone. On behalf of Systematix Institutional Equities, I welcome you to the Q4 FY25 earnings call of Orchid Pharma. We thank the Orchid Pharma management for giving us an opportunity to host the call today.
We have with us the senior management of the company, represented by Mr. Manish Danuka, Managing Director; 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 their opening remarks. Over to you, sir.
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