Concord Biotech Limited — PPTs, 11-02-2026: Investor Presentation

Concord Biotech's Q3FY26 revenue jumped 14% YoY to ₹278 Cr, driven by robust 24% growth in its API segment. However, 9MFY26 revenue saw a 5% dip to ₹729 Cr. Q3 PAT stood at ₹64 Cr (-16% YoY). EBITDA margins were 35.6%, impacted by new injectable facility commercialization and US subsidiary setup costs; normalized margins would be around 40%.

The company received WHO GMP for its injectable plant, opening doors for domestic market entry and contract development. They also established Stellon Biotech Inc. in the US for direct commercial footprint and global expansion, and appointed Mr. Raviraj Karia as CFO.

Management notes improved order visibility and positive global trade momentum, expecting higher order inflows and CDMO engagements. The strategy focuses on expanding API portfolio, new dosage forms, and broadening geographic reach, aiming to sustain historical growth.