Beta Drugs Limited — Investor Meet, 15-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Beta Drugs reported FY26 total revenue of 385 Cr, with Branded at 140 Cr, CDMO at 149 Cr, Exports at 71 Cr, and Others at 25 Cr. Gross Margin improved to 55.52% and EBITDA to 22.57%. Debt-to-Equity reduced to 0.63. The company aims for strategic transformation by 2030, focusing on oncology branded formulations, R&D-led innovation, and ramping up exports. New ventures like Dermatology (16.6 Cr sales) and IVF through Nivian (43 Cr sales) are expanding the portfolio. Management expresses confidence in future growth, especially for exports in FY27, driven by strategic execution and backward integration efforts.