Q2 2026 Beta Drugs Ltd Earnings Call Transcript

Nov 7, 2025 / 08:30 AM GMT

Release Date Price: ₹1670.2 (-4.01%)

Transcript

Key Points

Positve

Beta Drugs Ltd (NSE:BETA) reported a 13% increase in total sales, reaching 204 crores compared to 180 crores in the previous year.
The company's EBITDA margins improved from 22.36% to 23.08%, indicating better operational efficiency.
The dermatology division achieved a positive EBITDA of 11.32 lakhs, marking a significant turnaround.
Beta Drugs Ltd successfully completed audits from Mexico and Colombia without any critical observations, enhancing its credibility.
The company has filed 80 new dossiers and received 43 new approvals across various geographies, expanding its market reach.

Negative

Gross profit margins declined by 1.5% due to changes in product mix, affecting overall profitability.
International business growth was limited to 10%, attributed to the tender-driven nature of the market.
The company's standalone gross margin saw a sharp reduction, raising concerns about future profitability.
Receivables and inventory days increased, indicating potential inefficiencies in working capital management.
The growth rate of 13% fell short of the initial estimate of 20-25%, highlighting challenges in meeting projections.

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

BTAD.NS - Beta Drugs Ltd
Q2 2026 Beta Drugs Ltd Earnings Call
Nov 07, 2025 / 08:30AM 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 H1FY26 conference call of Beta Drugs Limited, hosted by Philip Capital PCG India. 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 0 on a touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sri Surya from Philip Capital.

Thank you and over to you, sir.

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Unidentified_2 [2]
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