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Granules India Limited — Q2FY27 Earnings Call Summary
Key Takeaways
- Granules returned to growth in FY26, starting a new growth cycle
- First-to-file strategy progressing with two sole first-to-file ANDAs filed, pipeline for FY30-34
- Peptide CDMO targets $50 million revenue run rate by FY29 and $100 million by FY31
- FY27 R&D investment at 6% of revenue, supporting differentiated products
- Planned capex of Rs 2,000 Cr over 3-4 years for growth areas and digitalization
- Gross margin improved 15 percentage points over 4 years; EBITDA margin up 3 points
- Four growth engines: controlled substances, complex generics, oncologies, peptide CDMO
- Controlled substances business is third largest in US by value, with growing DEA quota
- Oncology pipeline includes 2 filed products and 6 more to file soon
- DEA compliance strong with near flawless audits and quota increases annually
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.