Rubicon Research Ltd — earnings calls

Rubicon Research reported Q4 FY26 revenue of INR5,139-5,140 million, up 44% year-on-year, with EBITDA of INR1,190-1,213 million and PAT growth of 111-112% for the quarter. Management attributed growth to broad-based demand across established products and new launches, and described a slight decline in gross margin due to increased reliance on outsourced manufacturing while the Pithampur facility awaits FDA inspection. The company also disclosed the acquisition of an 85% stake in Arinna Lifesciences to build a CNS platform in the Indian market, and the board recommended a dividend of 150% (INR1.5 per share).