Fredun Pharmaceuticals Limited (539730) Earnings Call Transcripts

Fredun Pharmaceuticals Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Fredun Pharmaceuticals Limited reported a total income of INR 213 crores, reflecting a robust 27.27% year-on-year growth, and a net profit of INR 11.07 crores, up 56.47% YoY. The company demonstrated strong operational performance with an EBITDA of INR 29.13 crores, marking a 67.05% increase YoY. Management has guided for a top-line growth of 25% to 30% for FY '27, indicating continued momentum in their new age business segments, which are expected to drive profitability and margin expansion moving forward.

Reported metrics

Guidance from management

Management expects a top-line growth of 25% to 30% for FY '27, indicating confidence in sustaining growth momentum across their business segments.

What management said

Yes. So I always under promise if you have seen my BSE guidances for the last 10 years, we have always underpromised and overdelivered. We are not a company which has an unreal unnatural target. We can consider a growth and overall growth of around 25% to 30% on our top line from the last year. Which will automatically add up an increase from the expectation of what we had given guidance 2 years ago. We can do better...

Yes. See, debt as an absolute number is not relevant. As tomorrow when our turnover is INR 1,000 crores, INR 2,000 crores, INR 3,000 crores, the absolute number might increase the ratios are definitely improving for our manufacturing company for a company, which is launching.

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions on raw material costs and the company's working capital management. There is a focus on whether Fredun can maintain its growth trajectory amidst these external pressures.

Main topics on the call

• Strong Revenue Growth — Fredun Pharmaceuticals achieved a total income of INR 213 crores in Q4 FY '26, a 27.27% increase from INR 167.41 crores in Q4 FY '25. Management highlighted, "Overall, the company has demonstrated a strong revenue growth...
• Margin Expansion — The EBITDA margin improved to 13.67%, expanding by 326 basis points year-on-year. The management noted, "Our margins have improved because since 2016... the economies of scale in the vintage business will start hitting i...
• New Product Launches — Management announced the launch of hormonal and anti-aging products, stating, "We will be the first ones to have medicated hormone products sold online through our website and through our doctor channel." This indicates ...
• Mobility Division Growth — The Mobility division is projected to reach a run rate of INR 100 crores within 2 to 2.5 years, with management stating, "We have seen phenomenal growth... we can create amazing brands out of it."

Read the full Fredun Pharmaceuticals Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 2 Fredun Pharmaceuticals Limited earnings call transcripts on record, spanning February 12, 2026 to June 10, 2026. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

539730

Exchange

BSE

Country

IN

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

2

First call

February 12, 2026

Most recent

June 10, 2026