Q2 2026 Strides Pharma Science Ltd Earnings Call Transcript

Oct 31, 2025 / 11:00 AM GMT

Release Date Price: ₹934.7 (+9.66%)

Transcript

Key Points

Positve

Strides Pharma Science Ltd (BOM:532531) reported a strong quarterly performance with a 4.6% year-on-year revenue growth.
The company achieved a significant improvement in gross margins, increasing by 500 basis points to 57.8% for the quarter.
EBITDA grew by 25.4% year-on-year, demonstrating strong operational efficiency.
The US market saw a 2% year-on-year growth despite intense competition, with the company maintaining a top 3 ranking in 37 products.
The company has a long-term goal of reaching $400 million in US revenue by 2028, with a focus on sustainable growth and profitability.

Negative

The US market has been flat for the last several quarters, with intense competition affecting certain product lines.
There is a significant reliance on the US market, which contributes to a third of the company's revenue, making it vulnerable to market fluctuations.
The access markets remain challenging due to a lumpy and opportunistic donor funding environment.
The company's net finance costs may increase slightly in the second half due to reduced finance income.
There is a risk of external factors, such as tariffs, impacting future performance, although no immediate impact has been observed.

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

SRID.NS - Strides Pharma Science Ltd
Q2 2026 Strides Pharma Science Ltd Earnings Call
Oct 31, 2025 / 11:00AM 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 Strides Pharma Science Limited Q2 and F 526 earning conference call. As a reminder, all participant line 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 4. I now hand the conference over to Mr. Abhishe.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Very good evening and thank you for

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