Beta Drugs Q2 FY27 Consolidated Revenue Up 29.2% to ₹263.04 Cr; PAT at ₹34.3 Cr
Beta Drugs reported H1FY27 consolidated revenue of ₹263.04 Cr, up 29.2%. PAT stood at ₹34.3 Cr. Branded Oncology grew 17%, CMO business by 21%, and Exports by 95% in Q2. Gross margins improved to 56.21%. The company expects FY27 revenue over ₹535 Cr with EBITDA margins of 23-24%.
The announcement includes detailed financial results with substantial year-on-year growth in revenue and profitability, along with positive future guidance. These material financial updates and strategic outlook are likely to have a significant impact on investor perception and the company's stock performance.
The company reported significant year-on-year growth in consolidated revenue and EBITDA, along with improved gross margins and a positive outlook for the full fiscal year. The successful performance across various business segments and strategic initiatives like new product launches and capacity expansion contribute to the positive sentiment.
Beta Drugs Limited announced its un-audited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026. The Board of Directors approved these results in a meeting held on October 22, 2026.
Consolidated revenues from operations for the first six months of FY27 grew by 29.20% to ₹263.04 crore compared to ₹203.6 crore in the same period last year. The Branded Oncology segment grew by 17%, with sales impacted by production shutdowns and supply constraints. The company expects to close FY27 Branded Oncology at ₹150 crore, maintaining a growth outlook of 20%-22% over the medium term. The company noted that the recent NPPA notification on trade margin capping has no significant bearing on its realisations or margins.
The CMO business saw a 21% rise, driven by new customer additions and product inclusions. Nivian delivered an 80% pro-forma growth in H1FY27, aided by deeper penetration of key brands. The Exports segment rebounded in Q2 FY27 with 95% growth. In the Derma segment, Beta signed an exclusive licensing agreement with Frezyderm for the India market. The API segment witnessed strong growth of 29% in H1FY27, with additional capacity expected in Q4FY27.
Gross margins expanded by 486 basis points to 56.21% in H1FY27. Consolidated EBITDA stood at ₹61 crore, a 30% increase from ₹47 crore in H1 FY26. EBITDA margins increased from 23.08% to 23.18%. Profit After Tax (PAT) (excluding minority interest) was ₹34.3 crore in H1FY27 compared to ₹23.9 crore in the corresponding period last year.
The company expects to close FY27 at over ₹535 crore, with EBITDA margins at 23%-24%, projecting a stronger H2FY27. Investments in R&D and product innovation are ongoing, with plans to launch approximately 15 new products, including novel formulations, by FY28. The company maintains a robust balance sheet with net cash of ₹55 crore.
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