Macquarie on Eris Life ; O-P, TP Rs 1575

2QFY27 revenue and EBITDA were 2% above MQe, and adjusted PAT was mostly in line. Revenue and EBITDA were also in line, while adjusted PAT was 7% ahead. Domestic revenue rose 14.1% YoY, while growth excluding the portfolio licensed to Zorvia Healthcare was 16.5% YoY. Sales growth was led by OAD, cardiac, and VMN, with diabetes +18.5% versus +16.1% for IPM, supported by insulin, semaglutide, and other recent launches. International revenue was flat YoY but rose ~15% QoQ, reflecting resilience in the base business despite ongoing EU CAPA remediation at Swiss Parenterals.

ERIS LIFESCIENCES LIMITED

← Back to feed