Beta Drugs Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Beta Drugs reported H1 FY26 sales of Rs. 204 Cr (up 13%) and PAT of Rs. 28.71 Cr (up 18%), with EBITDA margins at 23.08%. Management anticipates stronger H2 performance, driven by tender-based exports and new product launches, aiming for 20-25% annual growth. Key highlights include principal approval for NSE main board migration, approval for the first-in-India NDDS Methotrexate oral solution, and a profitable Derma division (EBITDA Rs. 0.11 Cr). The company is expanding into regulated markets with 43 new approvals and has acquired an intermediate facility for backward integration. The outlook remains confident, with plans for biosimilars and sustained 23-25% EBITDA margins.