Viyash Scientific Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

- There is ongoing and planned capex for capacity expansion, especially in Viyash's manufacturing facilities, awaiting approvals to realize further synergies (mentioned on Page 13). - Significant investment is planned in R&D, particularly in finished product formulation for both human health and animal health sectors, focusing on complex molecules (Page 14). - Expansion of R&D team and resources, especially for animal health formulation, accompanied by increased capex (Page 17). - Building and investing in an oncology R&D lab for new product development (Page 8). - Strategic focus includes manufacturing expansion at Spain and debottlenecking capacity at Turkey manufacturing facilities (Page 4). - Overall, capex is aimed at strengthening merger synergies, operational performance, and driving sustainable growth (Page 6). Depreciation related to prior intangibles amortization will reduce, and new capex depreciation is expected to maintain a similar run rate without substantial increase (Page 17).

The transcript does not explicitly mention the current or expected order book or pending orders in specific figures. However, some related insights can be summarized: - CDMO business is growing with 8 to 10 innovator clients and multiple products awaiting approval, expected to launch starting end of FY26. - There is strong growth potential in innovator business with a forecasted 30%-40% growth in FY27. - The company has filed multiple complex and high-potent products over the last few years that are now receiving regulatory approvals. - Expansion in R&D and manufacturing capacities to support companion animal health and formulation businesses signal pipeline growth. - Synergies and integration efforts post-merger are progressing better than anticipated, potentially accelerating order execution. No explicit mention of orderbook size or pending orders is available in the transcript.