Akums Drugs and Pharmaceuticals Limited — PPTs, 14-05-2026: Investor Presentation

Here's a concise summary of Akums' investor presentation:

**1. Business Performance:**

Akums delivered a strong FY26 performance, especially in H2, driven by robust volume growth in its CDMO business despite muted domestic market volumes. Gross margins improved significantly due to strong cost-optimization. CDMO contributed 80% to full-year revenue.

**2. Growth Drivers or Strategy:**

Key growth drivers include sustained domestic CDMO momentum, expanding exports to Europe, Asia, and Africa, successful execution of a multi-year European CDMO contract, and commissioning of the Zambian facility. Margin expansion is expected from an improved product/geographical mix and operating leverage.

**3. Recent Developments:**

A 200 Mn Euro CDMO contract is on track, with EU GMP approval for Plant 2 secured in Q3 FY26 and supplies starting FY28. Akums' JV with the Zambian government includes a commitment for USD 25 Cr annual supplies in FY27 and FY28. The company also secured its first EU dossier approval and filed 2 API CEPs, driving European expansion.

**4. Key Financial Metrics:**

For FY26, total income grew 7.6% YoY to 4,488 Cr. Adjusted EBITDA was 522 Cr (12.0% margin), up 13.3% YoY. Adjusted PAT increased 27.3% YoY to 276 Cr (6.2% margin). Q4 FY26 total income stood at 1,050 Cr.

**5. Management Commentary / Outlook:**

Management remains positive on growth for FY27 and beyond, anticipating strengthening margins. The plan is to strategically scale operations, including through inorganic growth, while focusing on creating long-term shareholder value.