| Revenue growth | Revenue grew 44% YoY to ₹5,139M in Q4 FY26. |
|---|---|
| Margins | Slight gross margin decline due to outsourcing; EBITDA maintained at 22-23%. |
| Demand visibility | Strong revenue visibility noted for upcoming quarters across established and new products. |
| Management confidence | Balanced and confident, highlighting robust R&D productivity and commercialization rates. |
Growth
Revenue grew 44% YoY to ₹5,139M; EBITDA rose 67% to ₹1,213M, showcasing strong execution and demand for specialty products.
Outlook
Guided R&D spend of ₹5B over 9 quarters; aiming to beat IPM growth by FY28 through Arena acquisition and Pithampur ramp-up.
Risks
Gross margin compression due to internal manufacturing constraints and increased reliance on higher-cost outsourced production for the next few quarters.
Earnings Call filed with NSE, NSE: RUBICON. Summary written with AI assistance from the document.
Rubicon Research Ltd: key numbers
- Share price
- ₹1,575.60
- Market cap
- ₹26,081 Cr
- Revenue (annual)
- ₹1,754 Cr
- Net profit (annual)
- ₹246.7 Cr
- P/E (TTM)
- 90.5×Sector 47.3×
- Promoter holding
- 59.76%-0.10% QoQ
- FII holding
- 7.52%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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