Akums Drugs and Pharmaceuticals Limited — Investor Meet, 02-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Akums Drugs reported flat consolidated revenue of INR4,170 Cr for FY25, with PAT rising to INR234 Cr. Q4 saw 12.4% revenue growth to INR1,073 Cr driven by 9% volume increase, though margins fluctuated due to mix and seasonality. CDMO revenue was INR3,208 Cr (down 2%), EBITDA at INR454 Cr (down 7%), supported by a EUR200 million Europe contract starting 2027. Domestic branded formulations grew 9%, international branded sales up 14%, while API and generics continue loss-cutting. Management targets single-digit CDMO revenue growth with stable margins (~18-20%) and INR300 Cr capex to boost oncology, steroids, and sterile injectables. Cash stands at INR1,520 Cr including upfront contract payment, with strategic M&A planned to expand global CDMO and branded reach. Tone is cautiously optimistic with focus on scaling leadership and curbing losses.