Earnings Call/Transcript
Ajanta Pharma Earnings Call Audio Released
Ajanta Pharma uploaded the audio recording of its earnings call held on 30 October 2026 at 4:00 p.m.; the written transcript will follow.
Get instant AI-powered insights about company performance, financials, and strategy. Ask questions about trends, competition, and developments while receiving responses backed by official documents and market data, with clear attribution to source documents.



Pharmaceuticals & Biotechnology
Pharmaceuticals
43,310 Cr
Low Risk
38.2
37.0
3.0
9.6
3,796.95
2,440.00
Sales CAGR
Profit CAGR
ROE
ROCE
Bearish
2
Neutral
7
Bullish
5
Bearish
8
Neutral
7
Bullish
31
View Standalone
View Standalone
View Standalone
View Standalone
View Standalone
View Standalone
View Standalone
View Standalone
Bearish
6
Neutral
0
Bullish
26

Earnings Call/Transcript
Ajanta Pharma uploaded the audio recording of its earnings call held on 30 October 2026 at 4:00 p.m.; the written transcript will follow.
Financial Results
Ajanta Pharma reported Q2 FY27 consolidated revenue of ₹1,794 crore, up 33%, and profit after tax of ₹388 crore, up 49% year-on-year.
Ajanta Pharma Ltd (AJANTPHARM) is currently trading at 3,465.90 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Ajanta Pharma is a specialty pharmaceutical formulation company developing, manufacturing and marketing branded generics, US generics and institutional anti-malarial products across India, Asia, Africa and the United States. Its core strength is chronic-focused branded generics supported by first-to-market launches, a large field force, seven manufacturing facilities and a Mumbai-based R&D organization. Q2 FY2027 delivered unusually strong operating leverage: revenue increased 33% to ₹1,794 crore, adjusted EBITDA rose 47% to ₹543 crore and PAT grew 49% to ₹388 crore. Adjusted EBITDA margin expanded to 30% despite employee expenses rising 21%, reflecting stronger product mix, sales growth and operating efficiency. The US generics business has become a major growth engine, with Q2 revenue rising 41% and H1 revenue rising 49%. Ajanta has 56 active ANDAs, 17 pending approvals, 52 commercialized products on shelf and three launches during H1, creating a visible pipeline without dependence on a single geography. Africa is showing a sharp recovery and diversification benefit. Branded-generics revenue grew 41% in Q2 and 35% in H1, while Africa institutional revenue rose 259% and 164%, respectively, aided by normalization of earlier supply disruptions and stronger anti-malarial institutional business. The balance sheet remains conservative, with equity representing 76% of consolidated assets and borrowings declining to ₹104 crore from ₹212 crore. Working-capital indicators improved materially, with receivable days falling to 100 and inventory days to 52, although substantial investment in capacity and high receivables remain important monitoring areas.
Over the past 52 weeks, Ajanta Pharma Ltd has traded between a low of ₹2,440.00 and a high of ₹3,796.95. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Ajanta Pharma Ltd has a market capitalization of approximately 43,233.95. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Ajanta Pharma Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 38.10 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 43,233.95 Cr, Ajanta Pharma Ltd is classified as a Mid Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Ajanta Pharma Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Ajanta Pharma Ltd is 38.10. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Ajanta reported receivable days of 100 in H1 FY27. This was 25 days lower than the 125 days reported for FY26, even as trade receivables increased to Rs 1,863 crore.
Ajanta moved from No. 24 to No. 23 in the IPM in IQVIA MAT September 2026 data. Its detailed reported growth rate was 16.7%, compared with 13.2% for the IPM.
Ajanta said war disrupted its Asia supply chain in previous quarters, although it said conditions were normalising. Asia revenue reached Rs 621 crore in H1 FY 2027, compared with Rs 614 crore in H1 FY26. Its Q2 FY 2027 revenue increased 18% to Rs 366 crore.
Ajanta reported revenue from operations of Rs 1,794 crore in Q2 FY 2027. This was Rs 440 crore higher than Rs 1,354 crore in Q2 FY 2026, representing 33% growth.