STRIDES PHARMA SCI LTD

Strides Pharma Science Limited conducted its Q1 FY27 earnings conference call on July 31, 2026, where management provided an overview of the company's performance amidst ongoing geopolitical challenges. Management reported a 13% year-on-year growth in revenue, with Ex-US markets showing a 17% increase. Despite external pressures, EBITDA margins were maintained at 18.2%. The US business generated ₹6,282 million in revenue, with a focus on profitability and portfolio quality. Management highlighted the importance of controlled substances and niche domains for future growth. The Ex-US segment continued to expand, particularly in Europe and Africa. Management also noted improvements in their EcoVadis sustainability score and reaffirmed their long-term revenue aspirations. Financial highlights included a reported PAT of ₹165.5 crore, boosted by a gain from divesting a stake in Pivot Path. The call concluded with management expressing confidence in their strategic foundations and growth drivers.

Management emphasized steady growth and resilience despite external challenges.