Q4 2026 Torrent Pharmaceuticals Ltd Earnings Call Transcript

May 22, 2026 / 01:00 PM GMT

Release Date Price: ₹4486.2 (+0.38%)

Transcript

Key Points

Positve

Torrent Pharmaceuticals Ltd (BOM:500420) reported a 42% increase in consolidated revenue for Q4, reaching 4,197 crores.
The company's operating EBITDA grew by 41%, with a margin of 32.3%.
India and Brazil markets showed strong performance, with India growing at 15% and Brazil at 30% in INR terms.
The launch of semaglutide has been successful, with Torrent holding a significant market share in both injectable and oral formats.
The company has a robust pipeline with several first-to-market opportunities in India, including the potential launch of a NASH product post-patent expiration.

Negative

The German business faced a 1% decline in constant currency revenue due to third-party supplier disruptions.
The international CBMO business of JB Pharma was negatively impacted by geopolitical issues in the Middle East.
There is uncertainty regarding the timeline for realizing revenue synergies from the JB Pharma acquisition.
The US business, while growing, faces challenges with competition and lacks exclusivity on new product launches.
The market share for semaglutide may be impacted as new competitors enter the oral market.

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

TORP.NS - Torrent Pharmaceuticals Ltd
Q4 2026 Torrent Pharmaceuticals Ltd Earnings Call
May 22, 2026 / 01:00PM 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 Q4 FY26 Earnings Conference Call of Torrent Pharma Limited.

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 and then 0 on your touch tone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Sudhir Menon, Executive Director of Finance and CFO.

Thank you and over to you sir.

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