Orchid Pharma Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Orchid Pharma reported Q2 FY26 sales of INR194 Cr (down 13% YoY) and EBITDA of INR6 Cr, due to weak antibiotic market prices and inventory revaluation. Gross margins declined to 32%. The global antibiotics industry faces prolonged slowdown with no recovery in volumes or prices expected this financial year.

Strategically, Orchid completed the acquisition of global rights for Enmetazobactam (Exblifep), aiming for significant future revenue from worldwide licensing. Its domestic brand, Orblicef, is performing strongly. Key projects like 7ACA and Cefiderocol are advancing, targeting production readiness by Q4 FY26. Management is focused on securing new Exblifep deals and strengthening its hospital sales division for long-term growth.