Arthneeti

ERIS Lifesciences Q2 FY27 Share Price & Earnings Call Analysis

₹1,163.60-1.00% today
Market cap
₹16,144 Cr
P/E
24.62
ROE
18.69%
PEG
1.32
Price to sales
5.01
Debt to equity
0.60
52W high / low
₹1,701 / ₹1,096
Sales growth (5Y)
20.89%
EBITDA margin
35.24%
Net profit margin
21.09%
Promoter holding
54.14%
Sales (last year)
₹3,230 Cr

ERIS Lifesciences Ltd is engaged in the business of manufacture and marketing of pharmaceutical products.[1]

Guidance scorecard · Q2 FY27 call

What ERIS Lifescience's management guided
and where it ranks in Pharmaceuticals & Biotechnology

#48of 83 in
Pharmaceuticals & Biotechnology
Revenue10–20%MarginsUp 0–2%CapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ1 FY27 call

10–20%
  • DBF segment delivered 14% revenue growth in Q1 FY27; aiming for 3% above market growth (~14% vs 11% market).
  • Long-term goal to structurally achieve top-tier growth through portfolio shift towards biologics and insulin.
  • Insulin franchise shows strong market share gains and has significant growth potential from existing products and pipeline.
  • Semaglutide brand SUNDAE has captured 20% volume and 14% value market share in its first quarter.
  • Domestic formulations expected to see gross margin improvement by Q3-Q4 FY27 aiding EBITDA margins.
  • OAD segment growth expected to improve to 5-6% with product launches and ramp-up.
  • No inorganic growth activities planned currently; focus on organic growth and manufacturing capabilities.

2 more points from ERIS Lifescience's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Up 0–2%

See what ERIS Lifescience said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • CapEx for Q1 FY27 stood at INR 88 crores.
  • Focus on manufacturing expansion with priority given to the Bhopal facility; commercialization expected in August with ramp-up by end of Q3 FY27.
  • Investment in manufacturing technology and facilities continues to be a priority over acquisitions for this year and the start of next year.
  • No major acquisitions planned currently; emphasis is on organic growth and strengthening manufacturing capacity.

2 more points from ERIS Lifescience's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

See what ERIS Lifescience said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Ask what ERIS Lifescience said on the order book →

Full Q1 FY27 analysis
Full Pharmaceuticals & Biotechnology ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does ERIS Lifescience rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Pharmaceuticals & Biotechnology companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹556 Cr22.1
240%+Up 0–2%₹215 Cr22.2
340%+Flat₹16,144 Cr—
440%+Flat₹6,072 Cr48.0
540%+Flat₹40 Cr—
620–40%Up 2%+₹50,220 Cr43.8

Sign up free to see every company in the sector ranking and track ERIS Lifescience.

Pro shows every company guiding 40%+ revenue growth →Full Pharmaceuticals & Biotechnology ranking

Financials of ERIS Lifescience

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

ERIS Lifescience

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +54.90%54.90%54.88%54.87%54.86%54.85%54.83%54.85%54.85%53.92%54.14%54.74%
FIIs +13.13%14.27%14.59%8.01%8.36%8.43%8.39%7.21%6.85%6.39%5.76%5.74%
DIIs +14.55%15.63%16.23%18.64%18.07%18.07%18.18%19.36%20.31%20.35%20.71%20.19%
Public +17.41%15.20%14.30%18.47%18.73%18.64%18.59%18.57%17.97%19.33%19.39%19.32%
No. of Shareholders46,49651,75344,17646,34653,31450,08752,22559,43854,71351,65650,79849,034

Pros & Cons

ERIS Lifescience

Key positives and risks surfaced from the company insights section.

Pros
  • Stock is trading at 3.93 times its book value
  • Tax rate seems low
Raw Insights
  • Stock is trading at 3.93 times its book value
  • Tax rate seems low

Financials of ERIS Lifescience

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +505486551720741727705773792807757873892
Expenses +324311402470477477453496504526484577584
Operating Profit181176148250265250252277288282272296308
OPM %36%36%27%35%36%34%36%36%36%35%36%34%35%
Other Income +3415254843-1722-33
Interest16183360595754495049464746
Depreciation42465476808177716970707273
Profit before tax12611677116129116129161173145159179156
Tax %3%12%-4%22%25%25%21%22%22%25%-75%20%-20%
Net Profit +12210180909687102125134109279143187
EPS in Rs9.077.555.226.126.736.156.898.668.827.3220.3310.2813.25

Financials of ERIS Lifescience

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +5465977508569821,0741,2121,3471,6852,0092,8943,1293,330
Expenses +4274254805336377027818581,1461,3321,8762,0092,171
Operating Profit1181722693223453724314895396771,0181,1201,158
OPM %22%29%36%38%35%35%36%36%32%34%35%36%35%
Other Income +732526311292292218-9-45
Interest00111232242685231193188
Depreciation1620232636504365117183315280285
Profit before tax109154270312317331394442405431489639640
Tax %18%13%9%6%8%11%10%8%8%8%23%-1%
Net Profit +89135247295291297355406374397375648718
EPS in Rs6.379.5417.9521.3921.1521.8426.1629.8828.1028.8225.8444.7251.18
Dividend Payout %-0%63%-0%-0%-0%13%21%20%26%-0%28%16%

Financials of ERIS Lifescience

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital0.140.141414141414141414141414
Reserves2662995538481,1371,2831,5631,8952,1822,5732,8413,8894,130
Borrowings +101377176-07848772,7812,4782,3592,430
Other Liabilities +91981241701752052022333371,3661,4158611,007
Total Liabilities3573976921,4081,5021,5021,7852,2263,4106,7346,7477,1237,581
Fixed Assets +72712327717618758549182,5684,3195,3065,1884,869
CWIP-0-00-034227222067171395
Investments167190303365356782945203716676260
Other Assets +1191361572713835446367617832,3791,3071,7022,257
Total Assets3573976921,4081,5021,5021,7852,2263,4106,7346,7477,1237,581

Financials of ERIS Lifescience

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +901312002352232713753782924861,065538
Cash from Investing Activity +-92-44-184-590-5123-323-320-975-1,828-78-369
Cash from Financing Activity +0-84-24363-221-335-82-456881,380-881-314
Net Cash Flow-24-88-360-3014538105-145
Free Cash Flow77108150210186125350258-550357910241
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit96%97%94%94%85%87%103%94%68%87%114%59%

Financials of ERIS Lifescience

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days161624283153424463775879
Inventory Days223178195178196148145166136182171200
Days Payable14292134247200213157166129210170151
Cash Conversion Cycle9710284-4028-123044704859129
Working Capital Days15923-13-1759647550-296-49-71
ROCE %47%53%60%34%26%25%27%25%17%11%12%14%

Guidance history

How ERIS Lifescience's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →10–20%Up 0–2%Planned——
Q4 FY26 call →10–20%FlatPlanned——
Q3 FY26 call →10–20%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

14out of 100

Momentum score · price trend

14 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−28.6%25%
Last 6 months−12.0%33%
Last 3 months−15.4%28%

The price is 35.7% below its all-time high of ₹1,808.4 (1 Aug 2025). Stocks more than 20% below their peak have their score halved, so 29 became 14.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For ERIS Lifescience: 0.4 × 25 + 0.4 × 33 + 0.2 × 28 = 29, halved to 14 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What ERIS Lifescience's management said in earlier quarters

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