| Management target | Revenue 32.0% FY28 |
|---|
| Revenue growth | 13% YoY overall; 17% YoY Ex-US. |
|---|---|
| Margins | Gross margins guided to stay in 58-60% range. |
| Demand visibility | Strong specialty customer demand; Ex-US underlying demand remains healthy. |
| Management confidence | High on US growth levers (nasal, transdermal, films). |
Growth
Q1 FY27 revenue grew 13% YoY; Ex-US markets grew 17%. Gross margin expanded 60 bps to 60.9%.
Outlook
Targeting $375m North America revenue by FY28. Expecting 10 launches by March 2027; capex guided at ₹2.5bn-₹3bn annually.
Risks
Geopolitical volatility in Middle East, elevated freight costs (₹131m impact), and US generic pricing competition.
Last quarter's promises, checked
Delivered
- Gross margins 58-60% → delivered 60.9% (= BEAT)
- EBITDA margins 18-20% → delivered 18.2% (= BEAT)
- Sequential Q-on-Q growth → delivered Q1 growth (= BEAT)
Partly delivered
- 10 launches for fiscal year → 2 delivered in Q1 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: STAR. Summary written with AI assistance from the document.
Strides Pharma Science Ltd: key numbers
- Share price
- ₹1,103.30
- Market cap
- ₹10,169 Cr
- Revenue (annual)
- ₹4,859 Cr
- Net profit (annual)
- ₹556.2 Cr
- P/E (TTM)
- 16.6×Sector 47.4×
- Promoter holding
- 27.91%+0.00% QoQ
- FII holding
- 28.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
- ₹1,265 Cr
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- Key figure
- Net profit ₹165.5 Cr · +56.7% YoY