• Quarterly financial performance: Revenue grew 16% and EBITDA rose 18% in the quarter, improving EBITDA margins to 24.5%, driven by 15% domestic formulation growth and a 35% rebound in the API business.
• International market expansion: The company cleared social audits for the commercialization of Naproxen 220 OTC in Canada with Walmart, alongside planned market rollouts in South Africa within two months and Saudi Arabia within six months.
• Immunosuppressant segment targets: Revenue from the immunosuppressant portfolio stands at ₹140 crore with 12% to 13% growth, and the company plans to launch Tacrolimus and Tofacitinib internationally to reach ₹200 crore by FY28.
• Mergers and acquisitions: Management is actively screening domestic formulation brands in nephrology and rheumatology, as well as niche API chemistry assets, while maintaining disciplined valuation criteria.