Ajanta Pharma Limited — Q3 FY26
Ajanta Pharma delivered a strong Q3 FY26 with consolidated revenue of INR 1,375 crore (+20% YoY) and EBITDA of INR 382 crore (+19% YoY).
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.
Q2 FY26
EBITDA margin of 27%±1% for H2 FY26
Management expects EBITDA margin (excluding forex impact) to remain at 27%±1% for the remaining two quarters.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
US generics to sustain current run rate in H2
US generics revenue run rate of ~INR 343 crore per quarter is expected to be sustained for the next two quarters.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Africa business to achieve double-digit growth in FY26
Africa business guidance upgraded from mid-single-digit to double-digit growth for the full year.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Capex of INR 300 crore for FY26
Capex incurred INR 145 crore in H1, expected to be in line with full-year guidance of INR 300 crore.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1