Fredun Pharmaceuticals (FREDUN) — concall transcript

📢 Key Event
Fredun Pharmaceuticals reported strong FY26 revenue growth and outlined strategic expansion in new-age segments including pet care and mobility.

🔄 What Changed
Revenue grew 40.08% YoY to INR639.12 crores, with new-age businesses contributing INR 42-43 crores in FY26 and targeting 50-70% of revenue within 2-3 years.

🔮 What's Next
Targeting 25-30% revenue growth in FY27 and 10-12% PAT margins within the next few years, with new-age businesses expected to contribute 50-70% of revenue.

💡 Investor Takeaway
The company is transitioning to a high-margin, diversified model with strong growth in pet care and mobility, supported by scalable manufacturing and direct-to-consumer channels.

Fredun Pharmaceuticals reported 27.27% YoY revenue growth to INR213 crores in Q4 FY26 and 40.08% YoY growth to INR639.12 crores for FY26, driven by hormonal, anti-aging, mobility, and pet care segments. Management highlighted plans to launch medicated hormone products via doctor channels and online platforms, exclusive NAD+ API imports, and expansion of pet care with 42 functional food variants and diagnostics. The company targets 25-30% revenue growth in FY27, 10-12% PAT margins, and aims for 50-70% contribution from new-age businesses within 2-3 years. It plans to add 12-13 packing lines by September and expand manufacturing capacity, supported by strong order backlogs and improved cash flow.

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About Fredun Pharmaceuticals Ltd (FREDUN)

Healthcare · Pharmaceuticals · Listed on BSE

Market Cap: ₹2,020.29 Cr P/E: 14.3 ROE: 16.6% ROCE: 20.5% Div Yield: 0.06%

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

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