Emcure Pharmaceuticals Limited — PPTs, 05-05-2026: Investor Presentation

Here is a concise, retail-friendly summary:

**Business Performance:** Emcure Pharma had a stellar FY26, crossing US$1 billion in revenue with 16.6% growth, beating guidance. Adjusted PAT surged over 40%, and base business EBITDA margins expanded 100 bps. International markets fueled a robust 22% YoY growth, while domestic business saw resilient 10% growth, led by Cardiac, CNS, and Oncology.

**Growth Drivers/Strategy:** Key strategic moves include new partnerships with Novo Nordisk, Sanofi, and Roche to expand its portfolio, alongside full consolidation of Zuventus and acquisitions in Europe/Canada. R&D pipeline is promising, with Amphotericin B and biosimilar Bevacizumab progressing, and HIV Lenacapavir registration eyed for FY27.

**Key Financials:** For Q4 FY26, revenue hit ₹2,470 Cr (+16.7% YoY), with EBITDA at ₹485 Cr (19.7% margin) and Adj PAT at ₹279 Cr (11.3% margin). International sales jumped 25.7%, making up 60% of Q4 revenue. Full-year FY26 revenue reached ₹9,204 Cr, EBITDA ₹1,789 Cr (19.4% margin), and Adj PAT ₹1,008 Cr (10.9% margin). ROCE improved 170 bps to 23.7%.

**Outlook:** Management expects continued growth, focusing on its expanded portfolio, new domestic leadership, and advanced pipeline, especially complex injectables for global markets.