Akums Drugs and Pharmaceuticals Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Akums Q1FY26: Revenue up 2.4% YoY to Rs. 1,051 Cr, EBITDA 19% higher at Rs. 156 Cr (14.8% margin), PAT up 13% to Rs. 65 Cr. CDMO revenue grew 4% to Rs. 813 Cr, maintaining 14.7% margins despite API price declines. Company has strong liquidity with Rs. 1,518 Cr cash, including €100 million from a European contract. R&D delivered 27 DCGI approvals in Q1, plus first EU dossier approval for Rivaroxaban. European contract supplies commence April 2027, expecting Rs. 300 Cr annually. Management targets mid-single-digit CDMO growth, focusing on global expansion and high-value capabilities. Confident on sustainable growth.