Logotype for Ajanta Pharma Limited

Ajanta Pharma (AJANTPHARM) investor relations material

Ajanta Pharma Q2 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Ajanta Pharma Limited
Q2 25/26 earnings summary3 Nov, 2025

Executive summary

  • Achieved 14% year-over-year revenue growth in Q2 and H1 FY26, driven by branded and US generics, with strong profitability and board approval of a first interim dividend of ₹28 per share.

  • Branded generics contributed 72% of total revenue, with strong growth in India, Asia, and Africa.

  • US generics segment posted a 13% CAGR over five years, with new launches and increased filings.

  • Antimalarial institutional business in Africa declined due to lower procurement by aid agencies.

  • Unaudited consolidated and standalone financial results for Q2 and H1 FY2026 were approved.

Financial highlights

  • Q2 FY26 revenue: ₹1,354 crore (up 14% YoY); H1 FY26: ₹2,656 crore (up 14% YoY); Q2 net profit: ₹260 crore (up 20% YoY); H1 net profit: ₹516 crore (up 12% YoY).

  • Q2 EBITDA: ₹328 crore (up 5% YoY, 24% margin); H1 EBITDA: ₹679 crore (up 6% YoY, 26% margin); adjusted H1 EBITDA margin at 28%.

  • Gross margin remained strong at 77-78% for Q2 and H1 FY26.

  • Interim dividend of ₹28 per share declared, totaling ₹349.82 crore.

  • Excluding forex losses, Q2 EBITDA was ₹369 crore (27% margin), H1 EBITDA was ₹745 crore (28% margin), and PAT up 19-23% YoY.

Outlook and guidance

  • Confident of sustaining current growth trajectory across all business segments, with focus on new product launches, expanding into new countries and therapies, and enhancing field force productivity.

  • EBITDA margin guidance maintained at 27% ±1% for the year, excluding forex losses; full-year gross margin expected at 78% ±1%.

  • CapEx for FY26 expected at ₹300 crore.

  • US generics and Africa businesses expected to deliver double-digit growth for the year and next year.

  • Continued emphasis on cost optimization and digitalization across functions.

What drives Africa's revised double-digit growth?
Why switch from factoring to working capital loans?
MR additions: impact on margins and growth strategy?
Impact of strategic investments on future margins?
Long-term cash flow impact of working capital changes?
US Generics: Drivers for sustained high teens growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Ajanta Pharma earnings date

Logotype for Ajanta Pharma Limited
Q3 25/2629 Jan, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Ajanta Pharma earnings date

Logotype for Ajanta Pharma Limited
Q3 25/2629 Jan, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Ajanta Pharma Limited is a pharmaceutical company engaged in the development, manufacturing, and marketing of generic and branded pharmaceutical formulations. The company focuses on therapeutic segments such as ophthalmology, dermatology, cardiology, and pain management. Ajanta Pharma serves domestic and international markets, supplying products across regulated and emerging markets. The company is headquartered in Mumbai, India, and its shares are listed on the BSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage