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Sustained API price weakness
View Risks →Akums Drugs and Pharmaceuticals Limited — Q1 FY26
Akums Drugs reported a mixed Q1 FY26.
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2-Minute Summary
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Akums Drugs reported a mixed Q1 FY26. CDMO revenue grew 4% YoY to ₹813 crore, but volumes were modest at 1% due to continued API price declines. EBITDA margins remained healthy at 14.7%, supported by better product mix. The company received 27 DCGI approvals (vs 31 in all of FY25) and its first European dossier approval for rivaroxaban. API losses reduced by 50% YoY. Management guided for mid-single-digit CDMO growth in FY26, with the European contract (₹300 crore annual revenue) starting April 2027. Risks include sustained API price weakness and slower-than-expected ramp-up in European exports.
अकुम्स ड्रग्स की पहली तिमाही (अप्रैल-जून 2025) के नतीजे मिले-जुले रहे। दवा बनाने के ठेके (CDMO) से कमाई पिछले साल से 4% बढ़कर ₹813 करोड़ हुई, लेकिन बिक्री की मात्रा सिर्फ 1% बढ़ी, क्योंकि कच्चे माल (API) के दाम गिर रहे हैं। कंपनी का मुनाफा (EBITDA) 14.7% रहा, जो अच्छा है। उसे 27 नई दवाओं की मंजूरी मिली और यूरोप में भी पहली बार दवा (रिवेरोक्साबैन) के लिए मंजूरी मिली। API के घाटे में 50% कमी आई। कंपनी को इस साल CDMO में 4-6% बढ़ोतरी की उम्मीद है, और यूरोपीय ठेका (₹300 करोड़ सालाना) अप्रैल 2027 से शुरू होगा। जोखिम: API के दाम गिरते रह सकते हैं और यूरोपीय निर्यात धीमा रह सकता है।
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DCGI Approvals (Q1)
27
+27 vs FY25 full year 31
Received 27 DCGI approvals in Q1 alone, compared to 31 in the entire previous fiscal year.
CDMO Volume Growth
1%
+1% YoY
CDMO volumes grew modestly at 1% YoY, impacted by industry slowdown.
API Price Decline Impact
-2.5%
-2.5% YoY
API price decline impacted CDMO revenue growth by 2.5% in Q1.
European Contract Revenue Run-rate
₹300 Cr
New
Annual revenue run-rate of ₹300 crore from the European CDMO contract starting April 2027.
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Guidance and risk preview
Management guided for mid-single-digit revenue growth in CDMO for FY26, down from earlier mid-to-high single-digit guidance, due to continued API p...
API prices have declined 10-12% over the last 12 months and continue to slide, impacting CDMO revenue growth and margins.
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