Orchid Pharma Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Orchid Pharma reported combined Q1 FY27 revenue of INR304 crores, up approximately 15% from INR263 crores a year earlier, with EBITDA improving to INR25 crores from INR10 crores in the year-ago quarter. Management attributed the improvement to gross margin recovery to about 33% and continued cost discipline, while noting the cephalosporin industry still faces overcapacity and competitive pricing. The company also gave updates on the 7-ACA and cefiderocol capital projects, the Exblifep licensing arrangement in Russia, and volume growth in Europe.
Orchid Pharma reported Q4 FY26 standalone revenue of approximately Rs 238 crore, broadly stable versus Rs 237 crore in Q4 FY25, while full-year FY26 revenue fell to Rs 811 crore from Rs 922 crore in FY25 amid industry-wide pricing pressure in Cephalosporins. Management said gross margins recovered in Q4 after inventory revaluation losses hurt earlier quarters, and discussed progress on the 7ACA project, Exblifep commercialization, Cefiderocol facility, and the pending merger with Dhanuka Laboratories. Management also outlined plans to build fill-finish and formulation capabilities to target the U.S. sterile Cephalosporin market.