Beta Drugs Limited — Q2FY27 earnings call summary

Filed 28 October 2026 · Official transcript

H1 FY27 revenue grew 29.2% y-y; EBITDA margin improved slightly to 23.18%; PAT rose 45% to INR34 Cr
Conservative 20-25% growth guidance maintained across segments with margin target 23-24%
Own-branded business grew 17% in H1; target INR150 Cr sales for FY27
Exports progressing with 76 new dossiers filed; aiming INR90-100 Cr sales in FY27 and INR300 Cr in 3-4 years
CMO business guided at INR180-190 Cr for FY27; NDDS products have higher margins
Oncology branded growth guided at 20-22%; Platin business flat due to API supply constraints but expected to improve
Nivian Lifesciences sales up 75% in H1; gross margin ~50%, EBITDA 18-18.5%, synergy to lift to 23-25%
API business grew 29% in H1; new intermediate plant to boost margins and supply by early 2027