Ajanta Pharma Q4 FY26 Results: Revenue Up 21%, Profit Rises 18%

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Ajanta Pharma posted 21% growth in revenue and 18% growth in PAT for Q4. EBITDA increased by 12%. The performance was driven by momentum in the US generics business.

Ajanta Pharma Ltd reported a strong set of numbers for the fourth quarter of FY26. Revenue from operations came in at ₹1,422 crore, up 21% from ₹1,170 crore in the same period last year.

Earnings before interest, tax, depreciation and amortisation (EBITDA) stood at ₹333 crore, compared to ₹297 crore a year ago, reflecting a 12% increase. EBITDA margin came in at 23%, indicating stable operating performance.

Profit after tax (PAT) came in at ₹267 crore, up 18% from ₹225 crore last year. Margins held steady, too, with PAT margin at 19%, showing that profitability stayed intact even as the business grew.

Overall, this was not a quarter of sharp swings. Growth came through, and margins stayed comfortable.

At around 12:16 pm, Ajanta Pharma shares traded at ₹3,082.60. The stock was up 6.38%.

For the full year, Ajanta Pharma Ltd. reported revenue of ₹5,453 crore, a 17% increase over ₹4,648 crore last year. EBITDA stood at ₹1,395 crore, up from ₹1,260 crore, with margins at 26%.

During the quarter, branded generics across India, Asia and Africa reported combined revenue of ₹859 crore. A year ago, it stood at ₹805 crore. That is a growth of 7%.

The real standout was the US generics business reporting revenue of ₹505 crore. Growth here was up 56% in Q4 and 49% for the full year, making it a key contributor to the overall performance.

Overall, growth remained well distributed across markets, supported by a strong push in the US segment.

Also Read - Poonawalla Fincorp Q4FY26 Results: Net Profit Jumps 309% To ₹255 Crore

Ajanta Pharma Ltd. continues to build around its speciality-focused model and now has a presence in over 30 countries. In the Indian pharmaceutical market, the company stood at rank 24, which shows a fairly stable position.

FY26 turned out to be a milestone year. Revenue crossed ₹5,000 crore during the year. PAT also moved past ₹1,000 crore.

Over the last three financial years, the company has reported steady growth. Revenue and PAT have grown at a compounded annual growth rate (CAGR) of around 14% during this period.

What matters now is how steady this remains. The US business has picked up, but it needs to hold pace. Margins, too, will need to stay where they are, even as different markets contribute unevenly.

There is also the next leg to think about. New products, or a push into additional markets, could change the pace of growth. At the same time, keeping this momentum without putting pressure on margins will not be straightforward.

Sources:

Investor Presentation

Press Release

Business Standard

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