Concord Biotech Limited — PPTs, 30-05-2026: Investor Presentation

Concord Biotech faced a challenging FY26 with revenue down 12% to Rs 1,054.9 Cr and PAT falling 30% to Rs 259.2 Cr. This was primarily due to customer procurement delays, US tariff uncertainty, geopolitical disruptions, and a shift to staggered purchasing patterns.

Despite this, the company strengthened operations by completing global regulatory inspections (USFDA, EU-GMP), commercializing new injectable and soft gel facilities, and launching Fusidic Acid. They also initiated supplies to innovator companies, established Stellon Biotech in the US for direct market presence, and invested in Cell & Gene Therapy.

Management is optimistic for strong FY27 performance, citing product expansion, customer diversification, and a robust order pipeline. Strategic focus includes expanding API and formulation portfolios, growing CDMO opportunities, and enhancing operational efficiencies for sustainable long-term growth.