RPG Life Sciences (RPGLIFE) Q4 25/26 earnings summary

Executive summary

• Achieved robust Q4 FY26 performance with revenue up 23.6% year-over-year and PAT (excluding exceptionals) up 58.1%, driven by strong domestic formulation growth and API recovery.

• Outperformed the Indian pharma market, ranking as the 4th fastest-growing pharma company among the top 50 in Q4 FY26 and improving IPM ranking from 58 to 52.

• Maintained a strong product portfolio with focus on chronic and specialty therapies, and continued expansion in domestic and international markets.

• Audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, were approved, with unmodified auditor opinions confirming compliance and fair presentation.

• A final dividend of Rs. 24 per share (300% of face value) was recommended for FY 2025-26, subject to shareholder approval.

Financial highlights

• Q4 FY26 revenue from operations: INR 176.9 crore (₹176.9 crore), up 23.6% from INR 143.1 crore in Q4 FY25.

• Q4 EBITDA: INR 45.2 crore (25.6% margin), up 48% year-over-year; Q4 PAT (excluding exceptionals): INR 29.3 crore, up 58.1%.

• FY26 revenue: INR 707.5 crore (Rs. 70,752 lakhs), up 8.3% year-over-year.

• FY26 EBITDA: INR 172.7 crore (24.4% margin), nearly flat year-over-year; FY26 PAT (excluding exceptionals): INR 111.7 crore, nearly flat year-over-year.

• Net profit for FY 2025-26 was Rs. 11,517 lakhs, compared to Rs. 18,324 lakhs in the previous year.

Outlook and guidance

• Expectation of sustained growth in domestic, API, and international segments, with API positioned as a key growth driver.

• Margin stabilization anticipated with API plant fully operational; gross margins expected to remain consistent.

• Growth to be driven by volume expansion, new product launches, and higher-margin introductions.

• The transfer of the API division to a wholly owned subsidiary, RPG Active Pharma Limited, is pending regulatory approvals.

• Continued investments in R&D, digital initiatives, and manufacturing capacity to support future growth.