AKUMS DRUGS AND PHARMA L

During the earnings call for Q1 FY27, management reported a revenue growth of over 13% and an EBITDA increase of more than 30%, primarily driven by the CDMO segment, which experienced double-digit volume growth and improved API prices. The domestic and export marketing segments showed muted performance, but management expressed confidence in their return to growth. The company announced the acquisition of Oriflame India's manufacturing business, expanding its footprint in skin care and wellness products. Financial highlights included an operating revenue of INR 1,167 crores and a PAT of INR 101 crores, reflecting a 56.1% year-on-year increase. Management noted that the API segment is on track to become EBITDA positive, while the trade generics segment remained EBITDA positive. The company maintained a healthy balance sheet with a cash surplus of INR 1,616 crores.

Management emphasized strong revenue and EBITDA growth, alongside strategic acquisitions.