Biocon Limited — Investor Meet, 15-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Biocon has announced a board meeting to discuss the financial results for the quarter and half-year.

Q4 FY25 revenue rose 15% YoY to INR 4,417 Cr, driven by strong growth in Generics (+46%), Biosimilars (+9%), and Research Services (+11%). Core EBITDA grew 16% YoY to INR 1,363 Cr (31% margin). Generics boosted by launches like Lenalidomide; Biosimilars gained U.S. market share with products like Fulphila. Syngene crossed INR 1,000 Cr quarterly revenue. Upcoming biosimilar launches include Stelara and Bevacizumab. Partnership with Civica Inc. targets insulin localization in the U.S. Inventory days improved significantly, and net debt stands near USD 1.1 billion. R&D at ~7% of revenues; Capex directed toward biologics and generics capacity. Management is considering merging Biocon Limited and Biocon Biologics. Overall tone is confident, fueled by innovation and expanding global reach.