Akums Drugs and Pharmaceuticals Ltd — earnings calls

Akums Drugs & Pharmaceuticals reported Q1 FY27 revenue of Rs 1,167 crores, up 13.9% year-on-year, with EBITDA of Rs 175 crores, up 35.4% year-on-year, driven primarily by the CDMO segment. Management said domestic and international branded formulation segments saw muted quarterly performances while API and trade generics segments performed in line with prior guidance. The company also announced the acquisition of Oriflame India's manufacturing business, covering facilities in Roorkee and Noida, to expand into skin care cosmetics and wellness products.

Akums reported FY26 revenue of Rs 4,359 crore, up 5.8%, with adjusted EBITDA of Rs 522 crore, up 13.3%, and adjusted EBITDA margin at 12% versus 11.2% in FY25. CDMO delivered double-digit volume growth driven by existing customers, while the API and international branded formulation businesses remained weak through the year with trade generics turning EBITDA positive in Q4. Management discussed progress on European GMP accreditation, the Zambia partnership, an EU contract, and capacity expansion across injectables, Penem and Baddi facilities.