Orchid Pharma Limited — Q1FY27 earnings call summary

Filed 24 August 2026 · Official transcript

Industry pricing pressure persists; better demand expected in H2 FY27, especially in regulated markets
Capex for FY27 mainly INR750 Cr for 7-ACA and USD20-25 million for cefiderocol project
Q1 FY27 revenue grew 15% y-y to INR304 Cr; EBITDA improved to INR25 Cr from INR10 Cr in Q1 FY26
FY26 combined revenue INR1,233 Cr vs INR1,398 Cr in FY25; gross margin declined to 32% from 36%
AMS division EBITDA loss reduced to INR0.5 Cr in Q1 FY27; revenue INR5 Cr
Cefiderocol facility commissioning by Dec 2026; product approval expected Q3 FY28 subject to DCGI trial waiver
Long-term growth driven by combined Orchid-Dhanuka platform, backward integration, and new product launches
Multiple analyst queries on 7-ACA ramp-up and market pricing; management expects stable prices and focus on efficiency