Beta Drugs Limited — Investor Meet, 23-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates
Beta Drugs has announced a board meeting to discuss the financial results for the quarter and half-year.
Consolidated revenue rose 22.5% YoY to Rs. 362.35 Cr, with EBITDA up 32.25% to Rs. 81.04 Cr (22.37% margin) and net profit at Rs. 45.83 Cr (ex-one-offs). Branded business grew 25% past Rs. 100 Cr; exports jumped 73% to Rs. 80 Cr. CDMO increased 5% to Rs. 148 Cr; dermatology surged 80% to Rs. 12.3 Cr.
Management expects 23-30% annual growth, EBITDA margins of 23-25%, and revenues reaching ~Rs. 450 Cr by FY26 and ~Rs. 750 Cr by FY28. Export ramp-up from regulated markets and oncology expansion in LATAM/APAC are key growth drivers. Cosmetology division nears break-even, supported by new European fillers. Cash-rich with plans for capacity expansion, M&A, and NSE Mainboard migration. The outlook remains confident, driven by strong execution and growth momentum.
