Bajaj Healthcare Limited — Investor Meet, 27-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Healthcare reported Q1 FY27 revenue of INR165.6 Cr (+11.3% YoY) and EBITDA of INR29.6 Cr (17.8% margin). PAT rose 14.1% YoY to INR13.9 Cr. Domestic API was a key growth driver.

Management guides for 10-15% revenue and profit growth in FY27, targeting 18-20% EBITDA margins. The company is advancing into high-value Peptides (plant commissioning Q4 2027) and Oncology APIs (commercialization Q4 2028). Cenobamate Tablets secured a first-in-India SEC, expecting INR10-12 Cr revenue in FY27. Debt-to-equity improved to 0.45, with a long-term revenue target of INR900-1000 Cr in 2-3 years.