Q3 2025 SeQuent Scientific Ltd Earnings Call Transcript
Key Points
- Sequent Scientific Ltd (BOM:512529) reported its highest quarterly sales in three years, with consolidated revenues reaching INR3,908 million, marking an 18.7% growth compared to the same quarter last year.
- The company achieved a significant 64% growth in EBITDA (pre-esop) for the quarter, amounting to INR494 million, and a 116% growth over the first nine months of the year.
- The merger with Viyash Life Sciences is progressing well, with approvals from the Competition Commission of India and expected SEBI approval soon, which is anticipated to strengthen the company's R&D and financial position.
- Sequent Scientific Ltd's formulation business in Europe and emerging markets, particularly Turkey, is experiencing healthy double-digit growth, supported by new product launches and EU certification.
- The company has successfully expanded its operations in Latin America, entering new markets such as Mexico and Peru, and is focusing on gut health products, which are gaining preference due to stricter regulations on antibiotics.
- Despite strong EBITDA growth, the company's PAT did not increase at the same rate due to an exceptional tax benefit in the previous year, impacting year-on-year comparisons.
- The company reported a Forex loss of INR52 million, primarily due to currency depreciation in Brazil and Europe against the USD, although much of this loss is unrealized.
- There is a noted seasonality in the business, particularly in India, which affects quarterly performance, with Q3 typically seeing a reduction in demand for certain products.
- The company faces challenges in maintaining margins across all segments, with ongoing efforts required in cost optimization and product mix adjustments.
- Operational expenses were higher this quarter, influenced by inflationary pressures in Turkey and increased spending in the domestic market, which may impact short-term profitability.
Ladies and gentlemen, good day and welcome to the Sequent Scientific Limited Q3 FY25 earnings conference call.
(Operator Instructions)
I now hand the conference over to Mr. Abhishek Singhal.
Thank you and over to you, sir.
Thank you.
A very good morning to all of you and thank you for joining us today for Sequent Scientific Earnings Conference Call for the third quarter and nine-month, year ended financially 2025.
Today we have with us Mr. Rajaram, MD and CEO Sequent Scientific, Dr. Hari Babu, Wholetime Director and CEO Viyash Life Sciences, Mr. Saurav Bhala, CFO Sequent Scientific, and Mr. Ramakanth, CFO Viyash Life Sciences to share the of business and financials for the quarter.
I hope you've gone through our results release and the quarterly news presentation which have been uploaded on our website as well as the stock exchange website. The transcript for this call will be available in a week's time on the company's website.
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