Zim Laboratories Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Zim Labs reported Q3 FY26 operating income of ₹108.7 Cr (EBITDA ₹14.5 Cr, PAT ₹4.4 Cr), showing sequential improvement. Export business grew 23.2% YoY to ₹90.6 Cr. Management expects the EU-GMP audit in Q1 FY27, a key trigger for NIP product commercialization in Europe. A ₹35 Cr preferential issue funds CapEx for new blocks and compliance, avoiding additional debt. Alternate sites are being developed to derisk NIP product supply. Management is confident in resolving compliance issues and driving NIP growth in ROW/emerging markets (targeting 20% growth). Investors await EU-GMP clearance for significant traction.