Entero Healthcare Solutions Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Entero Healthcare reported consolidated revenue growth of 38.2% year-on-year to Rs 1,940 crore for Q1 FY27, with EBITDA margin reaching 5% for the quarter. Management said organic revenue growth was 17.8% on a reported basis, ahead of the underlying pharmaceutical market growth of 13.8%, while inorganic growth came entirely from calendarization of prior-year acquisitions with no new acquisitions completed during the quarter. Management also discussed the composition of margin expansion, non-controlling interest treatment, working capital days, and return ratios for the quarter.
Entero Healthcare Solutions reported full year FY26 revenue of Rs 6,591 crores, growing 31.5% year-on-year on a like-for-like basis, with EBITDA margin of 4% and PAT of Rs 146 crores. Quarter 4 revenue grew 42.6% year-on-year with EBITDA margin at 4.5% and PAT growing 44% to Rs 45.1 crores. Management gave FY27 guidance of 23% revenue growth excluding new acquisitions, 5% EBITDA margin, and at least 50% EBITDA to operating cash flow conversion.