Viyash Scientific Limited — Q1FY27 earnings call summary

Filed 16 August 2026 · Official transcript

API flat q-o-q due to timing; strong rebound expected in Q2; Animal API capacity expanded with US approvals
FY27 capex Rs. 250-300 Cr; focus on R&D, manufacturing, and selective inorganic growth
Q1 FY27 revenue Rs. 946 Cr +20% y-y; EBITDA Rs. 205 Cr +59% y-y; margin 21.6% +530 bps y-y; PAT Rs. 79 Cr +115% y-y
High potent oncology API/formulation R&D progressing; revenues expected from 2029 onwards
Minority interest ~17% of profits; plans to acquire full ownership in 1-2 years
Animal Health formulation strong growth; domestic market +60%; new product launches and geo-expansion ongoing
Net debt down to Rs. 86 Cr; net debt/EBITDA 0.1x vs 1x a year ago
US Human formulation grew 60% y-y; margin improved via vertical integration and API sourcing from India