Beta Drugs Q1 FY27: Branded Momentum Lifts Margins as the Portfolio Broadens

Q1 FY27 revenue from operations was INR 1,255 Mn, EBITDA was INR 274 Mn (21.83% margin) and PAT was INR 165 Mn (13.15% margin).

FY26 segment wise sales were CMO 39%, Domestic Branded Formulations 36%, Exports 18% and API 7%.

Management guidance in the presentation indicates FY27 consolidated revenue growth of 20 to 25%.

Management states a long-term target of deriving over 50% of revenue from own branded products.

The presentation highlights 3 manufacturing facilities, all WHO-GMP certified, with one facility also having ANVISA, INVIMA, COFEPRIS, EAEU and PIC/S certifications.

Beta Drugs acquired a 66.09% stake in Nivian Lifesciences in April 2026, and IVF revenues are stated to be consolidated within Domestic Branded Formulations from FY27 onward.