Wanbury Q1 FY27 Revenue Up 1.5% to ₹165.6 Cr Amidst Margin Pressure
Wanbury Limited reported Q1 FY27 revenue of ₹165.6 crore, up 1.5% YoY. Margins were impacted by rising raw material costs and logistics disruptions. The company completed a ₹205 crore debt refinancing, lowering borrowing costs to sub-10% and releasing promoter shareholding pledges. Regulatory inspections were cleared in Australia and Korea, with USFDA also issuing a 'No DME deficiency letter'.
The results show a mixed performance with a significant hit to profitability due to external factors. The debt refinancing and regulatory approvals are positive long-term developments, but the immediate impact on earnings is negative. The company's outlook for recovery suggests potential for future improvement.
While revenue saw a marginal increase, profitability was significantly impacted by rising input costs and logistics issues, leading to a sharp decline in PAT. However, the successful debt refinancing, regulatory approvals, and positive outlook for margin recovery provide some counterbalance.
Wanbury Limited announced its un-audited financial results for the quarter ended June 30, 2026. Revenue from operations stood at ₹165.6 crore, a marginal increase of 1.5% year-on-year from ₹163.2 crore in Q1 FY26. This growth was impacted by logistics disruptions in West Asia affecting API export dispatches.
Gross profit was ₹86.9 crore, a slight decrease from ₹88.2 crore in Q1 FY26, with the gross margin contracting to 52.5% from 54.0% due to a significant and sudden increase in the prices of key raw materials, particularly solvents and crude oil-linked inputs. EBITDA (including other income) stood at ₹16.6 crore, down from ₹24.8 crore in Q1 FY26, with the EBITDA margin at 10.0% compared to 15.2%. Profit After Tax (PAT) was ₹3.2 crore, a substantial decrease from ₹13.5 crore in Q1 FY26, resulting in an EPS of ₹0.93 against ₹4.12.
In business highlights, the company completed a refinancing of its debt facilities amounting to ₹205 crore, availed from Axis Finance Limited and Poonawalla Fincorp. This refinancing, effective July 1, 2026, reduces the borrowing cost from 12.5% per annum to below 10% per annum, with benefits expected from Q2 FY27 onwards. Consequently, 1,42,03,818 equity shares, representing 40.65% of the company's paid-up equity share capital, are now free from pledge.
The company's API manufacturing site in Tanuku, Andhra Pradesh, successfully cleared a quality inspection by the Therapeutic Goods Administration (TGA) of Australia. The Patalganga facility completed an inspection by the Ministry of Food and Drug Safety (MFDS), Korea, with zero observations. Wanbury also expanded its regulatory submissions by filing DMFs for Diphenhydramine HCl and Paroxetine HCl in various markets.
Subsequent to the quarter, on July 30, 2026, Wanbury received a “No DME deficiency letter” from the USFDA for multiple ANDAs referencing its Metformin HCl API. On July 31, 2026, it received a Certificate of Suitability for Riveroxaben API.
Mr. Mohan Rayana, Director of Wanbury Limited, commented that Q1 FY27 was marked by unprecedented input cost increases due to the West Asia crisis, impacting margins. He expects these pressures to be transitory, with gross and EBITDA margins recovering from Q2 onwards. The company anticipates better performance in the coming quarters driven by commercial scale-up of new APIs, margin recovery, lower finance costs, and positive operating leverage.
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