Concord Biotech (CONCORDBIO) — concall transcript

📢 Key Event
Concord Biotech reported Q1 FY27 revenue of INR257 crores, up 26% YoY, with EBITDA at INR82 crores and PAT up 31% to INR58 crores.

🔄 What Changed
34% EBITDA growth to INR82 crores and 46% export growth

🔮 What's Next
INR3,000 crores revenue target by FY27, INR600-700 crores from formulations, INR2,200 crores from APIs, and 40% EBITDA margin by FY28

💡 Investor Takeaway
Strong export momentum and margin expansion support long-term growth, but formulation sales declined due to Middle East supply shifts.

Concord Biotech reported Q1 FY27 revenue of INR257 crores, up 26% YoY, driven by 46% export growth and 34% EBITDA growth to INR82 crores. Gross margins improved to 78.9%, with PAT up 31% to INR58 crores. Management highlighted structural gains from market share expansion, new product launches including US FDA-approved mycophenolate mofetil and Tofacitinib, and commercialization of injectables and CDMO services. Capacity utilization is rising, with plans to scale to INR3,000 crores by FY27, supported by INR9.5 crores capex and zero debt. Product segments show strong API growth (42% YoY) offsetting formulation declines. Geographic growth spans US, Europe, Japan, and LatAm. Forward guidance targets 40% EBITDA margins by FY28 and revenue diversification across APIs and formulations.

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About Concord Biotech Ltd (CONCORDBIO)

Healthcare · Pharmaceuticals · Listed on BSE

Market Cap: ₹15,212.77 Cr P/E: 55.7 ROE: 13.5% ROCE: 18.1% Div Yield: 0.52%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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