Strides Pharma Science Limited — Investor Meet, 03-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Strides Pharma Science reported Q1 FY27 revenue up 13% YoY, with Ex-US revenue at ₹587.5 Cr ($63 Mn), growing 17% YoY despite temporary shipment delays. US revenue stood at ₹628.2 Cr ($68 Mn). EBITDA was ₹229.8 Cr (18.2% margin), up 5.4% YoY, absorbing ₹13.1 Cr in geopolitical-related costs. Reported PAT jumped 56.7% to ₹165.5 Cr, aided by a ₹74.2 Cr gain from the Pivot Path divestment. Net debt reduced to ₹1,424.6 Cr.

Management noted strong diversification, with US business expected to accelerate in H2 FY27, driven by ~10 new launches and growth in niche products like controlled substances and nasal sprays. The company remains committed to its $375 Mn North America FY28 revenue ambition, supported by a robust pipeline and strategic focus.