Akums Q2 FY27 Earnings Call Transcript Released
Akums Drugs and Pharmaceuticals Limited reported a strong Q2 FY27 with revenue up 31.9% YoY to ₹1,342 crore and EBITDA up 106% YoY to ₹195 crore. The CDMO business grew over 30% driven by volume. New facilities in Baddi and international expansion in Europe and Zambia are progressing. The company achieved an EcoVadis Bronze medal.
The strong financial performance, coupled with strategic expansions in manufacturing capacity and international markets, including key developments in Europe and Zambia, indicates a significant positive impact on the company's future growth and market position.
The company reported significant year-on-year growth in revenue and EBITDA, along with strong volume growth in its key CDMO segment. Expansion plans, international progress, and sustainability achievements contribute to a positive outlook.
Akums Drugs and Pharmaceuticals Limited has released the transcript of its Earning/Quarterly Conference Call held on November 03, 2026, discussing the unaudited financial results for the quarter and half-year ended September 30, 2026.
During the call, the company reported strong performance with a revenue growth of over 30% year-on-year and more than double the EBITDA for Q2 FY27. Sequentially, revenue grew by 15% and EBITDA by 11.5%. The CDMO business showed significant volume growth of over 20% on a September MAT basis. The company has successfully integrated two manufacturing plants acquired from Oriflame, strengthening its beauty and personal care segment. A new facility at Baddi, with an initial annual capacity of over 6 billion oral solid units, is set to operationalize by Q1 FY28, expanding the company's geographical diversification.
International expansion is a key focus, with two products approved in Europe, eight filed, and over 30 in R&D. Supplies for the European CDMO project are expected to commence in FY28. The JV with the Zambian government is progressing, with commercial supplies scheduled from the Indian plant during Q4 FY27 and revenue booking expected in Q1 FY28. The Zambia plant is anticipated to become operational in 2029.
The domestic branded formulations segment saw an 8% year-on-year revenue growth, with profitability improving sequentially. The international branded formulations business is accelerating its growth and is expected to be a key driver. The API segment is working towards EBITDA breakeven, focusing on higher gross margin products and geographies. The trade generics segment remained EBITDA positive for the third consecutive quarter.
Akums also highlighted its commitment to sustainability, achieving an EcoVadis Bronze medal and winning the Water Management Champion Award. The company successfully transitioned to S/4HANA for enhanced real-time analytics.
Financially, consolidated revenue for Q2 FY27 stood at ₹1,342 crores, a 31.9% year-on-year increase. EBITDA was ₹195 crores, a 106% year-on-year increase. Profit after tax was ₹115 crores, up 168.3% year-on-year. The company maintains a healthy balance sheet with cash and cash equivalents at ₹1,680 crores.
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