Ajanta Pharma Limited — Q4 FY26
Ajanta Pharma delivered a strong Q4 FY26 with revenue of INR 1,422 crore (+21% YoY) and PAT of INR 267 crore (+18% YoY), driven by stellar US generics growth (+56% YoY) and Afri...
bullish
high
✓ Verified against BSE filing
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 FY26
EBITDA margin guidance of 27%±1% for FY26
Management reiterated EBITDA margin guidance of 27%±1% for the full year, excluding mark-to-market forex impact.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Gross margin around 78%±1% for FY26
Gross margin expected to remain around 78%±1% 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
Q3 FY26
Capex guidance of ~INR 300 crore for FY26
Capital expenditure for 9M stood at INR 235 crore; full year guidance of around INR 300 crore.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1