AP

Ajanta Pharma

Q4 FY26Pharmaceuticals & Biotechnology

Ajanta Pharma Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹3,640
Market cap₹45.5K Cr
P/E40.1
Updated23 Aug 2026
Read4 min read

What the Q4 FY26 call signalled

1 of 3 strong

RevenueModerate growth
MarginMargins slightly down
CapexCapex planned

The short version

India business is expected to grow at mid-teens (around 16-18%) in FY27. Ajanta Pharma expects high-teens revenue growth for FY27, approximately 16%-18%.

From Ajanta Pharma's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Moderate growth
  • India business is expected to grow at mid-teens (around 16-18%) in FY27.
  • Asia business is guided for high double-digit growth next year, recovering from logistics delays.
  • Africa business targeted for high double-digit growth.
  • US generics business to grow at mid-single digit in the coming year after strong 49% growth in FY26.
  • Chronic therapy areas (around 50% of combined Asia and Africa branded generics market) will remain a focus.
  • Gynaecology segment in India showing encouraging progress, expected to contribute meaningfully over next 2-3 years.
  • Nephrology segment in India developing slowly, positive signs but longer gestation.
  • Overall company targeting revenue growth in the high teens (~16-18%) for FY27.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Ajanta Pharma said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Capital expenditure for FY 2026 stood at Rs. 330 crores, in line with guidance.
  • Ajanta Pharma is embarking upon a new capex cycle to meet continued growth requirements.
  • For FY 2027, capex is expected to increase to around Rs. 400 crores.
  • Of this, Rs. 150 crores is allocated for maintenance, and the balance for new capacity expansion.
  • The company is investing in product range expansion and addition of medical representatives across geographies.

2 more points management made on capital expenditure plans

Top-ranked in Pharmaceuticals & Biotechnology

Ranked on what management guided this quarter

5x potential
Rev 1Mar 1
2Accretion Pha.
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Ajanta Pharma said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided pages from Ajanta Pharma Limited's May 05, 2026 report do not mention any details regarding the current or expected order book or pending orders. The discussion focuses primarily on revenue growth, therapy areas, market performance, cost impacts, digitalization, sales force additions, and margins. There is no specific information provided about order book status or pending orders in the extracted content.

Ajanta Pharma — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.4K Cr, net profit ₹267 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Ajanta Pharma's management said in earlier quarters

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Frequently Asked Questions

What were Ajanta Pharma Q4 FY26 results?

India business is expected to grow at mid-teens (around 16-18%) in FY27. Ajanta Pharma expects high-teens revenue growth for FY27, approximately 16%-18%.

What is Ajanta Pharma share price analysis?

Ajanta Pharma currently shows a below-average growth signal. The stock trades at a P/E of 40.1 with a market cap of ₹45,483 Cr. Investors should review the full earnings analysis for detailed insights.

Is Ajanta Pharma planning capital expenditure?

Capital expenditure for FY 2026 stood at Rs.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.