Emcure Pharmaceuticals Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Emcure's Q3 FY26 results show strong performance. Revenue surged 20.4% YoY to INR 2,363 Cr, with PAT growing 48% to INR 231 Cr. EBITDA margin expanded to 19.5%. Domestic business climbed 15.4% to INR 1,025 Cr, driven by chronic therapies and revived iron portfolio. International markets excelled, up 24.5% to INR 1,338 Cr, led by Europe (+29.6%) and Canada (+13%). Management is confident in its strategy of differentiated products, biologics, and key partnerships like Novo Nordisk for semaglutide, targeting low-to-mid teens revenue growth and significant EBITDA margin improvement over the next 3-5 years.