Biocon Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Biocon's Q1 FY26 performance is strong. Operating revenue up 15% YoY, driven by Biosimilars (+18%), CRDMO (+11%), & Generics (+6%). Core EBITDA rose 11%.

Company successfully completed a ₹4,500 Cr QIP, boosting financial flexibility and reducing debt. Big biosimilar wins: US FDA approval for interchangeable Insulin Aspart (Kirsty™), Aflibercept launch in Canada, Denosumab approvals in EU/UK. Generics launched Liraglutide in EU, Entresto in US. New GLP-1 facility commissioned.

Management is confident about accelerated growth across all segments, eyeing improved profitability as new capacities ramp up.