Q3 2026 Strides Pharma Science Ltd Earnings Call Transcript

Jan 30, 2026 / 11:00 AM GMT

Release Date Price: ₹877 (+8.31%)

Transcript

Key Points

Positve

Strides Pharma Science Ltd (BOM:532531) reported a significant improvement in gross margins, reaching 60% in the quarter.
The company achieved a 12% year-on-year increase in EBITDA, marking its highest ever quarterly EBITDA.
Geographical diversification efforts are paying off, with ex-US markets contributing 47% of Q3 FY26 revenues and showing a 20% year-on-year growth.
The company has successfully reduced its net debt by 169 crores on a constant currency basis.
Strides Pharma Science Ltd (BOM:532531) has improved its ESG score from 75 to 80, reflecting a focus on responsible growth and strong governance practices.

Negative

US market growth was muted due to a delayed flu season and slower than expected quota allocations for controlled substances.
The company discontinued 8 products that did not meet profitability thresholds, impacting overall revenue growth.
There was an increase in the cash-to-cash cycle due to a longer working capital cycle in ex-US markets.
The US business faced increased competition, affecting the performance of some key products.
Currency depreciation impacted the net debt, with an 83 crore negative impact due to restatement at current exchange rates.

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

SRID.NS - Strides Pharma Science Ltd
Q3 2026 Strides Pharma Science Ltd Earnings Call
Jan 30, 2026 / 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 Stripes Pharma Science Limited Q3 F526 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 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 Mr. Abhishek.

Thank you and over to you, sir.

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Unidentified_2 [2]
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