22-Oct-2026 18:05:58
BETA DRUGS Q2 FY27 : ₹535+ CR REVENUE TARGET, 20–25% LONG-TERM GROWTH GUIDANCE & 23–24% EBITDA MARGIN OUTLOOK
• FY27 REVENUE TARGETED ABOVE ₹535 CR • REVENUE GROWTH EXPECTED AT 20–25% ANNUALLY OVER NEXT 3–5 YEARS • EBITDA MARGIN GUIDANCE MAINTAINED AT 23–24%, WITH LONG-TERM POTENTIAL TO REACH 25% • FY27 BRANDED ONCOLOGY REVENUE TARGETED AT ₹150 CR, WITH 20–22% GROWTH EXPECTED • H2 FY27 BRANDED ONCOLOGY SALES EXPECTED AROUND ₹80 CR VS ₹62 CR LAST YEAR • FY27 EXPORT REVENUE TARGETED AT ₹90–100 CR • EXPORT BUSINESS HAS POTENTIAL TO REACH ₹300 CR ANNUALLY OVER NEXT 3–4 YEARS • APPROXIMATELY 872 OVERSEAS PRODUCT REGISTRATIONS IN PIPELINE OVER NEXT 2–3 YEARS • FY27 CMO REVENUE GUIDANCE MAINTAINED AT ₹180–190 CR • NIVIAN IVF BUSINESS EXPECTED TO GROW 30–35% ANNUALLY OVER NEXT 2–3 YEARS • NIVIAN EBITDA MARGIN COULD IMPROVE TO 23–25% FROM CURRENT 18–18.5% • NEW KSM/INTERMEDIATES PLANT TARGETED TO BECOME OPERATIONAL BY DECEMBER 2026–JANUARY 2027 • API BACKWARD INTEGRATION EXPECTED TO REDUCE IMPORT DEPENDENCE & SUPPORT MARGIN EXPANSION • EU GMP AUDIT & API REGULATORY APPROVALS AWAITED; COULD SUPPORT FUTURE EXPORT EXPANSION • PLATINUM API SHORTAGES, HIGH RECEIVABLES & REGULATORY DELAYS REMAIN KEY RISKS
BETA DRUGS LIMITED