Granules India Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Granules India reported Q1 FY26 revenue of Rs.1,210.1 Cr (+3% YoY), with Gross Margin at 64.9% (+593 bps). EBITDA stood at Rs.246.7 Cr (20.4% margin), impacted by FDA remediation costs and Senn Chemicals acquisition-related manpower expenses. Remediation at Gagillapur is nearing completion, with re-inspection expected by December. The new Genome Valley facility received FDA clearance, adding 10 billion doses capacity, boosting formulation supply. The company is strategically expanding into high-growth peptide therapeutics via Senn Chemicals acquisition (Rs.450 Cr investment), aiming for strong returns. Management is confident about returning to growth trajectory from Q4 FY26, with FY27 poised for significant growth, driven by new product approvals and normalized operations.