Kopran Limited — PPTs, 12-11-2025: Investor Presentation

Kopran reported a challenging first half of FY26. Revenue from operations for Q2 stood at ₹117.91 Cr, a decline from ₹151.56 Cr YoY, leading to a net loss of ₹9.92 Cr for the quarter. For the half-year ending September 30, 2025, the company posted a net loss of ₹2.47 Cr, with diluted EPS at -₹0.51. This downturn was significantly influenced by a substantial forex loss of ₹5.85 Cr during the period. The API segment remains the largest contributor, with HY sales of ₹158.70 Cr, while Formulations generated ₹90.95 Cr, exclusively from export markets.

Kopran's strategy focuses on R&D to develop niche, high-value APIs and expanding capacity, including a new API and R&D facility in Panoli, Gujarat. The company aims for cost leadership via process improvements, automation, and reducing foreign dependency. Business development initiatives include securing new customers and expanding into new geographies. Management's outlook emphasizes prudent capital allocation and maintaining strict global regulatory compliance for quality.