Fredun Pharmaceuticals (539730) Q1 25/26 earnings summary

Executive summary

• Achieved strong Q1 FY 2026 results with revenue up 52% year-on-year to INR 119.86 crore, EBITDA up 62% to INR 16.99 crore, and net profit up 64% to INR 6.77 crore.

• Board approved unaudited financial results for the quarter ended 30 June 2025 and received a limited review report from statutory auditors with an unmodified conclusion.

• Strategic focus on expanding branded generics, pet care, nutraceuticals, cosmeceuticals, and mobility aids, with a presence in 52 international markets.

• Acquired One Pet Stop, a pet grooming platform, and launched India's first 24/7 dedicated pet diagnosis center, strengthening the pet care ecosystem.

• Appointed Mr. Anshu Agarwal and Ms. Sonal Desai as Additional Independent Directors for five-year terms, subject to shareholder approval.

Financial highlights

• Revenue for Q1 FY 2026: INR 119.86 crore, up 52% year-on-year.

• EBITDA: INR 16.99 crore, up 62% year-on-year, margin expanded to 14.18%.

• Net profit: INR 6.77 crore, up 64% year-on-year.

• EPS: INR 14.33, up over 63% year-on-year.

• Consolidated revenue for the quarter ended 30 June 2025 was ₹11,985.50 lakhs, compared to ₹7,881.08 lakhs in the same quarter last year.

Outlook and guidance

• Targeting to double revenue and PAT in the next 3-4 years, aiming for INR 800+ crore top line and INR 90+ crore PAT.

• Expecting 15%-20% annual growth in vintage business and higher margins from new age business.

• New age business (pet care, nutrition, wellness) expected to grow at 35%-40% CAGR.

• By FY 2032, over 51% of revenue targeted from new age business.

• Financial results were prepared in compliance with Ind AS and reviewed by statutory auditors, indicating continued adherence to regulatory and accounting standards.