| Management target | Revenue 5-6 years |
|---|
| Revenue growth | 26% YoY growth driven by 42% API segment surge. |
|---|---|
| Margins | EBITDA margins improved 190 bps YoY to 32% on pricing discipline. |
| Demand visibility | Strong visibility across major geographies including US, Europe, and Japan. |
| Management confidence | Confident, highlighting recovery from FY26 headwinds and robust global pipeline. |
Growth
Revenue grew 26% YoY to 257Cr, with API revenue surging 42% while formulations declined 23%.
Outlook
Management aims for 3,000Cr revenue and 40% EBITDA margins within 5-6 years.
Risks
Formulation degrowth and long conversion cycles for CDMO projects pose near-term execution risk.
Last quarter's promises, checked
Delivered
- Guided historical growth ~18% → delivered 26% revenue growth (= BEAT)
- Guided 1%-1.5% EBITDA impact from solar → delivered 190bps margin improvement (= BEAT)
- Guided zero-debt status → delivered zero-debt with 442Cr cash (= BEAT)
Partly delivered
- Guided CDMO 1%-4% revenue share → delivered advanced discussions/onboarding (= PARTIAL)
Missed
- Guided Middle East tender resumption → delivered 23% formulation decline (= MISS)
Earnings Call Transcript filed with BSE, NSE: CONCORDBIO. Summary written with AI assistance from the document.
Concord Biotech Ltd: key numbers
- Share price
- ₹1,368.80
- Market cap
- ₹14,320 Cr
- Revenue (annual)
- ₹1,055 Cr
- Net profit (annual)
- ₹260.9 Cr
- P/E (TTM)
- 52.0×Sector 47.4×
- Promoter holding
- 44.08%+0.00% QoQ
- FII holding
- 7.53%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Concord Biotech Ltd
All →Concord Biotech Bonus Issue
Concord Biotech's board recommended a 1:1 bonus share issue from free reserves. Shareholders will consider this proposal at an upcoming postal ballot on October 24, 2026.
Concord Biotech Bonus Issue
Concord Biotech approved a 1:1 bonus issue of 10.46 crore equity shares. The board also increased the company's authorized share capital to Rs. 22 Crore.
- Value
- ₹10.46 Cr
Concord Biotech Board Meeting Date
Concord Biotech Ltd announced a board meeting for September 23, 2026, to consider a proposal for the declaration of bonus equity shares.
Concord Biotech Business Update
Concord Biotech disclosed a successful USFDA inspection at its Valthera facility with one minor non-GMP observation. No material impact on operations or existing supplies is expected.
Concord Biotech Investor Presentation: Key Takeaways
Concord Biotech reported strong Q1FY27 consolidated performance with 26% revenue growth and 31% PAT growth, driven by a 46% surge in exports and expanding market share in niche fermentation APIs.
Concord Biotech Annual General Meeting
Concord Biotech Ltd held its 41st Annual General Meeting on July 31, 2026, via video conferencing. The company summarized the proceedings and acknowledged participant queries.