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Concord Biotech Limited Q2 FY26 earnings call summary

NSE: CONCORDBIO · BSE: 543960

Earnings call of 14 Nov 2025, summarised by AI from the filing.

Concord Biotech Q2 FY26 revenue ₹247 cr, down 20% YoY, but expects stronger H2 FY26.

Key takeaways

  1. H2 guidance Management expects H2 FY26 growth higher than H2 FY25, but magnitude depends on several factors.
  2. Margin impact EBITDA margin 36%, or 41% excluding injectable facility expenses.
  3. Regulatory progress Dholka received USFDA, EU-GMP, Russian GMP; Limbasi EU-GMP; Valthera NAFDAC.
  4. Timing issues CDSCO delay and Middle East tender deferral impacted Q2; ₹20-25 cr EU sales realized in Q3.

Original filing on BSE

Concord Biotech Limited Q1 FY27 results

As filed: Revenue ₹257 cr (+26% year on year), EBITDA ₹82.4 cr (+35% year on year), PAT ₹57.7 cr (+31% year on year), EBITDA margin 32.0% (+209 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹326 cr (−24% year on year), EBITDA ₹119 cr (−38% year on year), PAT ₹88.5 cr (−37% year on year), EBITDA margin 36.4% (−807 bps). Score 19 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 807 bps year on year. Share price after the results: +13.6% in 30 days (Nifty 500: +0.8%).
  • Q3 FY26: Revenue ₹278 cr (+14% year on year), EBITDA ₹99.0 cr (+2% year on year), PAT ₹63.6 cr (−16% year on year), EBITDA margin 35.6% (−412 bps). Score 59 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin fell 412 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −5.0% in 30 days (Nifty 500: −10.1%).
  • Q2 FY26: Revenue ₹247 cr (−20% year on year), EBITDA ₹88.0 cr (−35% year on year), PAT ₹63.0 cr (−34% year on year), EBITDA margin 35.6% (−824 bps). Score 15 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 824 bps year on year. Share price after the results: −6.1% in 29 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹204 cr (−6% year on year), EBITDA ₹61.0 cr (−25% year on year), PAT ₹44.0 cr (−27% year on year), EBITDA margin 29.9% (−760 bps). Score 14 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 760 bps year on year. Revenue fell 53% from last quarter. Share price after the results: +3.7% in 28 days (Nifty 500: +1.7%).
  • Q4 FY25: Revenue ₹430 cr (+35% year on year), EBITDA ₹191 cr (+43% year on year), PAT ₹140 cr (+47% year on year), EBITDA margin 44.4% (+241 bps). Score 88 of 100, Above trend. EBITDA margin rose 241 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +9.4% in 29 days (Nifty 500: +3.3%).
  • Q3 FY25: Revenue ₹244 cr (+1% year on year), EBITDA ₹97.0 cr (−9% year on year), PAT ₹76.0 cr (−3% year on year), EBITDA margin 39.8% (−464 bps). Score 23 of 100, Below trend. EBITDA margin fell 464 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 21% from last quarter.
  • Q2 FY25: Revenue ₹310 cr (+18% year on year), EBITDA ₹136 cr (+14% year on year), PAT ₹96.0 cr (+19% year on year), EBITDA margin 43.9% (−155 bps). Score 55 of 100, In line with trend. EBITDA margin fell 155 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Concord Biotech Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.