• Q4 financial performance: Revenue grew 23.4% and PBT before exceptional items rose 56.4%, with EBITDA margins expanding 420 basis points to 25.6% alongside a 300% dividend declaration.
• Segment growth drivers: Domestic formulations grew 18.2% to outperform the market, while the API segment surged 144% in Q4 with double-digit growth across nephrology, rheumatology, and oncology.
• Geopolitical cost management: Management expects no material business impact over the next three months from West Asian tensions and has successfully passed on increased freight and raw material costs to seven to eight customers.
• Long-term growth guidance: The company aims to grow its immunosuppressants portfolio to ₹100 crore by FY27, targeting double-digit overall revenue growth and sustainable EBITDA margins of 24% to 25%.