Infinium PharmaChem delivered a strong H1FY26, with consolidated revenue up 1% YoY to Rs 84.05 Cr. EBITDA saw a robust 20% increase to Rs 11.44 Cr, and Profit After Tax (PAT) jumped nearly 35% to Rs 6.52 Cr. The company, a leader in iodine chemistry, boasts a 32.1% revenue CAGR over the last five years.
Key strategies include vertical integration with a secured iodine supply via a US joint venture for enhanced cost stability, and forward integration into high-value contrast media. The contrast media project is nearing completion by December 2025, with pilot scale production already commenced and commercial samples offered. This new segment targets Rs 30 Cr revenue in FY26, projected to grow to Rs 80-100 Cr in FY27, aiming for 30% EBITDA margins.
Recent developments include an exclusive distribution agreement with Japan's K Sakai & Company for iodine derivatives, and FDA India approval for API manufacturing. Infinium targets a Rs 200 Cr topline by FY26 and a 22% blended EBITDA margin once contrast media operations stabilize.