Ajanta Pharma Limited Q1 Revenue Rises 24.82% to ₹1,625.96 Crore

Ajanta Pharma Limited reported revenue of ₹1,625.96 crore for the quarter ended June 2026, rising 24.82% year on year and 14.37% sequentially. Net profit increased 30.89% year on year to ₹334 crore, while the board is scheduled to consider Q2 FY27 results for the September quarter on October 30, 2026.

What did Ajanta Pharma report in Q1 FY27?

Ajanta Pharma reported strong growth in the June 2026 quarter, with revenue rising to ₹1,625.96 crore from ₹1,421.64 crore in the preceding quarter. The disclosed quarter-on-quarter increase was 14.37%, while year-on-year revenue growth was 24.82%.

Net profit stood at ₹334 crore, up 30.89% from a year earlier and 25.32% from the previous quarter. Gross profit was reported at ₹379 crore, representing growth of 22.26% year on year and 31.61% quarter on quarter. The company also reported quarterly standalone net profit of ₹315.47 crore and an operating profit margin of 26.65% in the supplied results data.

A separate earnings update placed first-quarter revenue at ₹1,700 crore, net income at ₹334 crore and earnings per share at ₹26.75. That update said revenue was up 30% and net income rose 31% from the comparable quarter a year earlier. The filed quarterly revenue figure cited in the results summary is ₹1,625.96 crore.

When will Ajanta Pharma announce its Q2 FY27 results?

Ajanta Pharma is scheduled to announce unaudited consolidated and standalone financial results for Q2 FY27 on October 30, 2026. The results will also cover the half year ended September 30, 2026.

The company informed BSE on October 15 that its board meeting had been scheduled for October 30 to consider and approve these results. The announcement was made under Regulation 29 of the Listing Regulations. The supplied data identifies October 30 as the upcoming earnings date, while July 30, 2026 was the last reported earnings date for Q1 FY27.

The Q2 announcement follows a June-quarter performance in which the company recorded its highest quarter-on-quarter revenue growth in the past three years, according to the consolidated-financials data cited in the source. Its annual revenue growth of 18.6% was also stated to be above its three-year revenue compound annual growth rate of 13.41%.

What are brokerages expecting from Ajanta Pharma's September quarter?

Brokerages expect Ajanta Pharma to maintain year-on-year profit growth in the September quarter, supported by domestic and African operations, while sequential performance may moderate. The average estimate of six brokerages was for consolidated net profit of ₹321 crore, more than 23% higher year on year but almost 4% lower than the June quarter.

Average projected net sales were ₹1,587 crore, up more than 17% from a year earlier but over 2% lower sequentially. The estimates ranged from ₹1,505 crore by Choice Equity Broking to ₹1,693 crore by Systematix Shares and Stocks (India). If the average estimate is met, it would mark the first sequential revenue decline in seven quarters, according to the preview.

The average of four brokerage projections put September-quarter EBITDA at ₹437 crore, up 33% year on year. Estimates ranged from ₹405 crore to ₹474 crore. Brokerages cited higher research and development spending and input costs as factors that could limit EBITDA margin expansion.

Which businesses are shaping Ajanta Pharma's Q2 outlook?

Strong sales growth in India and Africa is expected to support Ajanta Pharma's year-on-year Q2 performance. The brokerage commentary identifies these markets as the main contributors to positive growth during the September quarter.

At the same time, the US business is expected to grow more slowly, and supply constraints in key input materials could affect sequential growth. These factors are relevant because the June quarter set a high base after revenue rose 14.37% from the prior quarter.

The available information does not provide segment-wise revenue or a quantified impact from input constraints. It does, however, show that analysts are balancing continued demand in India and Africa against cost pressures and slower growth in the US when assessing the September-quarter outcome.

How does the Q1 performance compare with longer-term expectations?

Ajanta Pharma's Q1 earnings growth exceeded the growth rate implied by its longer-term revenue forecast, although forecasts point to slower expansion ahead. The supplied earnings update said revenue is forecast to grow at an average annual rate of 11% over the next three years, compared with a 12% forecast for the Indian pharmaceuticals industry.

Over the previous three years, earnings per share increased at an average annual rate of 18%, according to the same update. The company's share price increased by 26% annually over that period, meaning the share-price growth was ahead of the stated earnings-per-share growth rate.

For investors, the October 30 result will provide updated information on whether the Q1 pace of revenue and profit expansion continued into the September quarter. It will also indicate the extent to which higher R&D expenditure, input costs and US-market conditions affected profitability.

Conclusion

Ajanta Pharma entered its Q2 FY27 results date after reporting June-quarter revenue of ₹1,625.96 crore and net profit of ₹334 crore, with both measures recording double-digit growth. The Q1 data showed improved sequential performance, while brokerages expect India and Africa to remain the principal support for year-on-year growth in the September quarter.

The immediate point to watch is the board's October 30 consideration of unaudited Q2 and half-year consolidated and standalone results. Reported net sales, net profit, EBITDA margin and management commentary on input availability, R&D spending and the US business will determine how the company compares with the brokerage estimates.