Ajanta Pharma Limited — Q1 FY26
Ajanta Pharma delivered a 14% revenue growth to INR 1,303 crore in Q1 FY26, driven by a 36% surge in US generics (INR 310 crore) and 16% India growth (INR 409 crore).
bullish
high
Financial stats pending filing verification
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY25
EBITDA margin of 28% ±1% for FY25
Management expects EBITDA margin to remain around 28% for the full fiscal year, with quarterly fluctuations of 50-100 bps.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY25
Capex of ~INR 225 crore for FY25
Capital expenditure for FY25 is estimated at about INR 225 crore, including maintenance capex.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY25
R&D spend at 5% of revenue for FY25
R&D expenses are expected to remain at 5% of total revenue for the fiscal year.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1