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Granules India Limited investor meet summary

NSE: GRANULES · BSE: 532482

Investor meet of 29 Sep 2026, summarised by AI from the filing.

Granules identifies four growth engines, plans about ₹2,000 cr organic capex over three to four years, and is in a consolidated net cash position after September 2026 warrant proceeds.

Key takeaways

  1. Growth engines Four growth engines identified: controlled substances, complex generics and early market opportunities, oncology, and peptide CDMO.
  2. Capex plan Plans to invest about ₹2,000 cr in organic capital expenditure over the next three to four years.
  3. Net cash With proceeds from preferential warrants in September 2026, the company is in a consolidated net cash position.
  4. Complex generics Complex generics rose from 1% of overall revenue in fiscal 20 to 33% in fiscal 26.
  5. DEA compliance DEA compliance lapses could have a high adverse impact on the controlled substances segment.

Original filing on BSE

Granules India Limited Q1 FY27 results

As filed: Revenue ₹1,477 cr (+22% year on year), EBITDA ₹339 cr (+37% year on year), PAT ₹180 cr (+59% year on year), EBITDA margin 23.0% (+245 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 ₹1,471 cr (+23% year on year), EBITDA ₹352 cr (+39% year on year), PAT ₹202 cr (+33% year on year), EBITDA margin 23.9% (+281 bps). Score 72 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend; profit growth was in line with it. EBITDA margin rose 281 bps year on year. Profit rose ₹49.6 cr on a year ago, more than the ₹22.0 cr it added the year before. Share price after the results: +9.7% in 30 days (Nifty 500: −0.5%).
  • Q3 FY26: Revenue ₹1,388 cr (+22% year on year), EBITDA ₹308 cr (+33% year on year), PAT ₹150 cr (+27% year on year), EBITDA margin 22.2% (+190 bps). Score 65 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 190 bps year on year. Share price after the results: +9.5% in 28 days (Nifty 500: +3.0%).
  • Q2 FY26: Revenue ₹1,297 cr (+34% year on year), EBITDA ₹278 cr (+36% year on year), PAT ₹131 cr (+35% year on year), EBITDA margin 21.4% (+34 bps). Score 69 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 34 bps year on year. Share price after the results: +5.9% in 29 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹1,210 cr (+3% year on year), EBITDA ₹248 cr (−4% year on year), PAT ₹113 cr (−6% year on year), EBITDA margin 20.5% (−145 bps). Score 42 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA and profit before exceptional items growth were below it. EBITDA margin fell 145 bps year on year. Share price after the results: +19.4% in 30 days (Nifty 500: +2.1%).
  • Q4 FY25: Revenue ₹1,197 cr (+2% year on year), EBITDA ₹253 cr (−1% year on year), PAT ₹152 cr (−5% year on year), EBITDA margin 21.1% (−63 bps). Score 42 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA and profit before exceptional items growth were below it. EBITDA margin fell 63 bps year on year. Share price after the results: −6.0% in 30 days (Nifty 500: +3.5%).
  • Q3 FY25: Revenue ₹1,138 cr (−2% year on year), EBITDA ₹231 cr (−8% year on year), PAT ₹118 cr (−6% year on year), EBITDA margin 20.3% (−133 bps). Score 36 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 133 bps year on year.
  • Q2 FY25: Revenue ₹967 cr (−19% year on year), EBITDA ₹204 cr (−4% year on year), PAT ₹97.0 cr (−5% year on year), EBITDA margin 21.1% (+318 bps). Score 28 of 100, Below trend. EBITDA margin rose 318 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 18% from last quarter.

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

Granules India Limited earnings call, investor presentation and press release summaries

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