Orchid Pharma Limited — Investor Meet, 02-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Orchid Pharma reported Q4 sales of Rs. 237 crore (+9% YoY) and EBITDA of Rs. 40 crore; FY25 sales grew 13% to Rs. 922 crore with EBITDA at Rs. 156 crore. The 7-ACA plant is delayed to Dec 2026, with commercial launch in Q1 FY28. Enmetazobactam showed strong traction in India, while Cefiderocol is on track for mid-2027 launch. The merger with Dhanuka aims for Rs. 1,500 crore revenue and Rs. 175 crore EBITDA. Management expects mid-teen margins, balancing volume growth and pricing pressures. US ANDA filings continue to diversify customer base. Overall, the outlook is cautiously optimistic on innovation and long-term value.