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

Emcure's Q4 FY26 revenue grew 16.7% to INR 2,470 Cr, with FY26 revenue surpassing $1 billion (INR 9,204 Cr), up 16.6%. Adjusted PAT rose 41% for FY26, and EBITDA margins improved 80 bps to 19.4%. Domestic Q4 saw softer growth due to Zuventus reorganization and attrition, though April is back on track. International markets continued strong growth. Key initiatives include partnerships with Novo Nordisk (Poviztra), Sanofi, and Roche, plus M&A. R&D pipeline focuses on complex injectables, biosimilars, and Antibody Drug Conjugates. FY27 outlook projects low to mid-teen revenue growth and 75-100 bps EBITDA margin expansion. Management remains confident in achieving sustainable above-industry growth through execution and a diversified business model.