| Revenue growth | 22.8% YoY |
|---|---|
| Margins | EBITDA/PAT margins up; Gross margins down 340bps YoY. |
| Order book | Strong orderbook led ARV performance. |
| Demand visibility | Strong international momentum across Europe, RoW, and Canada. |
| Management confidence | High; institutional depth strengthened for 5-year plan. |
Growth
Revenue rose 22.8% to INR 25,804 Mn; PAT grew 36.2% to INR 2,925 Mn. EBITDA margin improved 50 bps to 19.7%.
Outlook
Expect continued domestic growth. Management appointed new leadership (Chairman/COO) to deliver on its five-year strategic plan.
Risks
Gross profit margin compressed by 340 bps YoY to 58.4%. Risks include currency fluctuations and regulatory changes.
Last quarter's promises, checked
Delivered
- Guided mid-teens annual growth → delivered 22.8% YoY (= BEAT)
- Guided 100 bps EBITDA margin improvement → delivered 110 bps expansion (= BEAT)
- Guided Europe/Canada low-teens growth → delivered 29.6%/13% (= BEAT)
Partly delivered
- Guided net debt reduction → increased to INR 11,026 Mn due to Zuventus/Mantra payouts (= PARTIAL)
Missed
- Guided ~60% Gross Margin → delivered 58.4% (= MISS)
Investor Presentation filed with NSE, NSE: EMCURE. Summary written with AI assistance from the document.
Emcure Pharmaceuticals Ltd: key numbers
- Share price
- ₹1,922.40
- Market cap
- ₹36,470 Cr
- Revenue (annual)
- ₹9,204 Cr
- Net profit (annual)
- ₹924.4 Cr
- P/E (TTM)
- 36.1×Sector 47.4×
- Promoter holding
- 77.83%-0.04% QoQ
- FII holding
- 4.87%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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