Q1 2027 Torrent Pharmaceuticals Ltd Earnings Call Transcript

Jul 30, 2026 / 12:00 PM GMT

Release Date Price: ₹4872.1 (-0.13%)

Transcript

Key Points

Positve

Consolidated revenue grew by 55% year-over-year, with operating EBITDA up 61% and margins at 33.8%.
India business posted strong 19% growth, outperforming the IPM growth of 12%, driven by volume, price, and new launches.
JB Pharma business integration is progressing well, with cost synergies tracking ahead of the initial 90 crore target, expected to exceed 100 crores.
Curatio business continues strong growth trajectory at 34%, supported by OTC expansion and field force expansion.
Torrent now ranks first in the cardiac market in India, a significant milestone in a key chronic therapy segment.

Negative

Semaglutide injectable supply issue with a manufacturing partner is a temporary setback, leading to lost sales in July and most of August.
Brazil branded generics business saw a one-time channel inventory reduction, impacting constant currency growth by 150 basis points.
Germany business declined 9% due to supply disruptions at a third-party supplier and lower tender uptake.
Integration of JB Pharma brands into Torrent divisions may cause a minor, transient revenue impact over the next 2-3 quarters.
Semaglutide launch in Brazil faces delays as regulatory approval is still pending, missing first-mover advantage as competitors receive approvals.

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

TORP.NS - Torrent Pharmaceuticals Ltd
Q1 2027 Torrent Pharmaceuticals Ltd Earnings Call
Jul 30, 2026 / 12:00PM GMT

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Presentation
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Ladies and gentlemen.

Good day and welcome to the Q1 27 earnings conference call of torrent fitted.

As a reminder.

All participant lines will be in the only mode, and there will be an opportunity for you to ask questions until the presentation concludes.

Should you need assistance during the call, please signal an operator saying the 0 on your touchstone phone.

Please note that this conference is being recorded.

I now had the conference over to Mr.

Suen, Executive Director of Finance and.

Thank you, and over

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