Ajanta Pharma Ltd (NSE:AJANTPHARM)

Q2 2026 Ajanta Pharma Ltd Earnings Call Transcript

Nov 3, 2025 / 09:30 AM GMT

Release Date Price: ₹2539.4 (+3.01%)

Transcript

Key Points

Positve

Ajanta Pharma Ltd (BOM:532331) reported a 14% growth in revenue from operations for the quarter, indicating strong business performance.
The company declared a first interim dividend of INR28 per share, reflecting its commitment to returning value to shareholders.
Ajanta Pharma Ltd (BOM:532331) achieved a 48% growth in US sales for the quarter, driven by new product launches and increased market share.
The company's India business outpaced the Indian pharmaceutical market with a 12% growth in sales, supported by the launch of 10 new products.
Ajanta Pharma Ltd (BOM:532331) maintained strong financial health with a return on capital employed at 33% and a return on equity at 25%.

Negative

The Africa business experienced only a modest growth of 4% in the current quarter, indicating challenges in this region.
Forex losses impacted the company's financials, with a mark-to-market loss of INR41 crore in the current quarter.
The company's EBITDA margin for the quarter was 24%, which is lower than the previous year's corresponding quarter.
Ajanta Pharma Ltd (BOM:532331) faced increased personnel costs, rising by 21% due to the addition of medical representatives.
Trade receivables increased to 101 days from 94 days, primarily due to the discontinuation of factoring, affecting the working capital cycle.

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

AJPH.NS - Ajanta Pharma Ltd
Q2 2026 Ajanta Pharma Ltd Earnings Call
Nov 03, 2025 / 09:30AM 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 the Agenta Pharma Q2 FY 2026 earnings conference call.

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 the conference call, please signal an operator by pressing, then 0 on your touchtone phone.

Please note that this content is being recorded.

I now hand the contents over to Mr. Yui Shagarwal, managing director of Agenta Pharma Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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