Q4 2026 Strides Pharma Science Ltd Earnings Call Transcript

May 18, 2026 / 11:30 AM GMT

Release Date Price: ₹1151.4 (-0.20%)

Transcript

Key Points

Positve

Strides Pharma Science Ltd (BOM:532531) reported a consistent revenue growth with a CAGR of approximately 12% over the last three years.
The company achieved its highest ever EBITDA and operating PAT, with EBITDA margins expanding by 400 basis points to 19% in FY26.
Ex-US markets have shown robust growth, contributing nearly 50% of the revenue in Q4 FY26, marking a significant shift towards a diversified portfolio.
The company has significantly reduced its net debt to EBITDA ratio from 1.9x to 1.55x, reflecting strong cash generation and disciplined deleveraging.
Strides Pharma Science Ltd (BOM:532531) has made strategic investments in R&D, focusing on medium and long-term growth, with expected benefits starting in the second half of FY27.

Negative

The US business faced challenges due to a weaker flu season and increased competition, impacting revenue growth.
There were delays in product launches and discontinuations in the US market, affecting the company's growth trajectory.
The company experienced increased costs in logistics and air freight, impacting EBITDA margins in Q4 FY26.
The geopolitical environment posed challenges, leading to cost pressures across raw materials, logistics, and foreign exchange.
The controlled substances segment faced lower-than-expected allocations due to being a new entrant, impacting near-term growth potential.

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

SRID.NS - Strides Pharma Science Ltd
Q4 2026 Strides Pharma Science Ltd Earnings Call
May 18, 2026 / 11:30AM 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 Strides Pharma Science Limited Q4 FY26 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.

If you need assistance during the conference call, please signal an operator by pressing star then zero on the touchstone phone.

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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