| Revenue: guided vs achieved | 18.90% achieved Guided 15.00%, 26.0% above the top of the range; confirmed by management |
|---|---|
| Management target | Revenue 15.0% FY27 |
| Revenue growth | 18.9% YoY growth to ₹175.9 Cr, formulations up 82%. |
|---|---|
| Margins | EBITDA margin improved to 18.2%; formulations and exports drive profitability. |
| Order book | Repeat orders for Cinnarizine specialty drug indicate strong market traction. |
| Demand visibility | Strong visibility in export APIs and formulations; domestic API remains moderated. |
| Management confidence | Highly confident, focused on specialty products and strategic high-level hires. |
Growth
Revenue grew 18.9% YoY to ₹175.9 Cr; PAT rose 26.9% YoY, showing margin expansion despite input cost pressures.
Outlook
Management targets ₹900-1000 Cr revenue by FY29 with 18-21% EBITDA margins.
Risks
High inventory levels due to West Asia crisis and continued pricing pressure in domestic API markets remain concerns.
Last quarter's promises, checked
Delivered
- Guided 10.0-15.0% Revenue Growth → delivered 18.9% (= BEAT)
- Guided ~17% EBITDA Margin → delivered 18.2% (= BEAT)
- Guided INR 10.0-12.0 Cr Cenobamate revenue → delivered True (mgmt confirmed: BEAT)
Partly delivered
- Guided Q4 2027 Peptide commissioning → March 2027 completion (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: BAJAJHCARE. Summary written with AI assistance from the document.
Bajaj Healthcare Ltd: key numbers
- Share price
- ₹312.65
- Market cap
- ₹1,053 Cr
- Revenue (annual)
- ₹611.0 Cr
- Net profit (annual)
- ₹15.77 Cr
- P/E (TTM)
- 51.1×Sector 46.1×
- Promoter holding
- 58.59%+0.00% QoQ
- FII holding
- 2.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bajaj Healthcare Ltd
All →Bajaj Healthcare Results Update
Bajaj Healthcare reported Q2 FY27 revenue of ₹175.9 Crore, up 18.9% YoY. EBITDA stood at ₹32.1 Crore, reflecting a 12.2% YoY increase.
Bajaj Healthcare Other Announcement
Bajaj Healthcare filed its Monitoring Agency Report for the quarter ended September 30, 2026, as required by SEBI regulations for the utilization of preferential issue proceeds.
Bajaj Healthcare Q2 FY27 Results: Net Profit ₹14.1 Cr, Up 27.0% YoY
Bajaj Healthcare Ltd reported revenue from operations of ₹175.9 Cr (+18.9% YoY) and net profit of ₹14.1 Cr (+27.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹14.1 Cr · +27.0% YoY
Bajaj Healthcare Acquisition
Bajaj Healthcare received NCLT approval to acquire Genrx Pharmaceuticals Private Limited as a going concern. The entity will become a wholly owned subsidiary.
Bajaj Healthcare Merger & Restructuring Worth ₹14.67 Cr
Bajaj Healthcare Limited has executed a deed of assignment to sell its undertaking located in Dahej Industrial Area, Gujarat, for approximately Rs. 14.67 Crore.
- Value
- ₹14.67 Cr
Bajaj Healthcare Board Meeting Date
Bajaj Healthcare Limited announced a board meeting on October 17, 2026, to approve the company's un-audited financial results for the quarter and half-year ended September 30, 2026.