Lincoln Pharmaceuticals (531633) Q1 26/27 earnings summary

Executive summary

• Consolidated net profit for Q1 FY27 reached Rs. 36.23 crore, up 30.90% year-over-year, with total income rising 19.02% to Rs. 201.55 crore and EBITDA increasing 32.29% to Rs. 51.70 crore.

• The company targets Rs. 1,000 crore revenue over the next three years, aiming for 15-18% annual growth, driven by strong performance in cardiac, diabetic, dermatology, and ENT segments.

• Exports span 60+ countries, with plans to expand to 90 countries in 2-3 years, supported by regulatory approvals in Canada, EU, and Australia.

Financial highlights

• Q1 FY27 total income: Rs. 201.55 crore (up 19.02% YoY); EBITDA: Rs. 51.70 crore (up 32.29% YoY); net profit: Rs. 36.23 crore (up 30.90% YoY); EPS: Rs. 18.09.

• FY26 total income: Rs. 704.48 crore (up 9.10% YoY); EBITDA: Rs. 131.14 crore (up 5.78% YoY); net profit: Rs. 87.89 crore (up 6.74% YoY); dividend of Rs. 1.80 per share recommended.

• Standalone and consolidated results for Q1 FY27 show similar trends, with revenue from operations at Rs. 177.28 crore and net profit at Rs. 36.23 crore.

Outlook and guidance

• Management reiterates focus on operational efficiency, portfolio expansion, and disciplined execution to achieve Rs. 1,000 crore revenue and sustainable growth.

• Plans to expand presence in regulated and semi-regulated markets, leveraging recent regulatory approvals and manufacturing capabilities.