Indoco Remedies Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Indoco Remedies reported a Q4 FY26 recovery, with consolidated revenue up 18.8% YoY to INR 455.9 Cr and EBITDA at INR 49.7 Cr (10.9% margin). This was largely driven by international formulations, which surged 94.6% to INR 214.7 Cr, led by strong US and Europe performance. Domestic sales were seasonally muted, yet key brands showed robust prescription growth. The company is actively reducing its ~INR 960 Cr debt, targeting INR 140 Cr in annual repayments for three years, with no major CAPEX planned. Management expressed confidence in improving efficiency, driven by strong international business and efforts to streamline operations.