Orchid Pharma Ltd (LUX:ORCHP)

Q2 2026 Orchid Pharma Ltd Earnings Call Transcript

Nov 11, 2025 / 11:00 AM GMT

Release Date Price: $5.45

Transcript

Key Points

Positve

Orchid Pharma Ltd (BOM:524372) reported a sequential improvement in sales by 13% over Q1 FY26.
The acquisition of global rights to Edmetazovum and the trademark X Blife is expected to lead to significant revenue and profits.
The AMS division sales have grown by 40% since the last quarter, indicating progress despite a low base.
The company has successfully completed the acquisition of Allegra's assets, which should enhance future revenue streams.
Orchid Pharma Ltd (BOM:524372) has a strong domestic hospital franchise and is making strategic investments in new projects and differentiated products.

Negative

Sales for Q2 FY26 declined by 13% year-on-year, reflecting ongoing market challenges.
Gross margins fell to 32% from 43% in the previous quarter due to margin compression and inventory revaluation.
The global antibiotics market remains under severe strain, with no signs of recovery in volume or price.
The AMS division continues to be a drag on financials, with a negative impact of 1.8 crores per quarter.
Persistent volume and price pressure in antibiotics continue to weigh on revenues, with no expected revival in the current financial year.

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

ORCD.NS - Orchid Pharma Ltd
Q2 2026 Orchid Pharma Ltd Earnings Call
Nov 11, 2025 / 11:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Orchid Farmer Limited Q2 FY26 earning conference call hosted by Systematics Institutional Equities. As a reminder, all participants' 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. I now hand the conference over to Vishal Manchanda.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.