19-Oct-2026 18:15:07
BAJAJ HEALTHCARE Q2 FY27 : ₹1,000 CR FY29 REVENUE TARGET, PEPTIDE & ONCOLOGY EXPANSION TO DRIVE GROWTH
• FY29 REVENUE TARGETED AT ₹900–1,000 CR WITH EBITDA MARGINS OF 18–21% • FY27 REVENUE & PROFIT GROWTH GUIDANCE MAINTAINED AT 10–15%; EBITDA MARGIN TARGET AT 18–20% • 250 KG/YEAR PEPTIDE MANUFACTURING PLANT TARGETED FOR COMPLETION BY MARCH 2027 • PEPTIDE BUSINESS TARGETING ₹70–100 CR INITIAL ANNUAL REVENUE, WITH POTENTIAL TO REACH ₹300 CR IN A SUBSEQUENT YEAR; TIMING NOT FINALIZED • ONCOLOGY API PLANT EXPECTED TO COMMENCE OPERATIONS IN Q2 FY28; ₹200 CR REVENUE POTENTIAL OVER 2–3 YEARS • ONCOLOGY BACKWARD INTEGRATION TARGETED AT 60–70% OF PORTFOLIO WITHIN 2–3 YEARS • GENRX FORMULATION FACILITY EXPECTED TO GENERATE ₹200–250 CR ANNUAL REVENUE WITHIN 2–3 YEARS OF RAMP-UP • FORMULATION REVENUE SHARE TARGETED AT 45–50% OVER NEXT 3–4 YEARS, FROM CURRENT 24% • NASHIK FORMULATION PLANT EXPECTED TO COMMENCE OPERATIONS IN Q1 FY28 • FY27 CAPEX GUIDANCE AT ₹65–80 CR; ANNUAL CAPEX OF ₹50–60 CR EXPECTED THEREAFTER • FY27 OPERATING CASH FLOW TARGETED ABOVE ₹30 CR • DOMESTIC API PRICING PRESSURE, REGULATORY APPROVALS & NEW FACILITY EXECUTION REMAIN KEY RISKS
BAJAJ HEALTHCARE LIMITED