ORCHID PHARMA LIMITED

Orchid Pharma Limited held its Q4 FY '26 earnings conference call on May 26, 2026, where management discussed the company's financial performance and strategic initiatives. For Q4 FY '26, standalone revenue was approximately INR 238 crores, showing stability compared to INR 237 crores in Q4 FY '25. EBITDA for the quarter was around INR 42.3 crores, up from INR 40 crores in the previous year. Management noted that the antibiotic industry faced significant pricing pressures, but early signs of recovery were observed in Q4. The merger with Dhanuka Laboratories was highlighted as a strategic move to enhance operational efficiencies and potentially improve EBITDA margins. Management also provided updates on various projects, including the 7ACA project and the commercialization of Exblifep, indicating ongoing discussions for licensing agreements in multiple geographies. Overall, management expressed confidence in the company's strengthened position and future growth potential.

Management reported both challenges and signs of recovery in the business environment.