Orchid Pharma Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Orchid Pharma's Q4 FY26 revenue hit INR 238 Cr and EBITDA INR 42.3 Cr, showing recovery from a tough FY26 (revenue INR 811 Cr, EBITDA INR 101 Cr). Management believes antibiotic pricing has peaked, targeting 10-15% sales growth and ~12% EBITDA margin in FY27. Key strategic moves include the pending Dhanuka merger, 7ACA project (Q1 CY27 commissioning), and Exblifep's expanding reach with US deals expected soon. Orchid develops US sterile formulation capabilities for a $1.2 billion market, complementing Cefiderocol facility completion by year-end, building an integrated anti-infectives platform.