Akums Drugs Management Guidance Tracker
8 forward-looking guidance items tracked across 2 quarters.
Growth
Management expects continued double-digit volume growth in CDMO for Q4 FY26 based on current visibility.
Q4 FY26CDMO double-digit volume growth in H1 FY27ActiveManagement expects continued double-digit volume growth in CDMO for the first half of FY27, with visibility of 45-60 days.
Revenue
The EU CDMO contract is expected to generate annual revenue of €35 million once commercial supplies begin, with supplies starting in FY28.
Q3 FY26Zambia project $25 million supplies from H1 FY27TrackedCommercial supplies of $25 million from Indian plants to Zambia expected in H1 FY27, with similar amount in FY28.
Q4 FY26Zambia contract to commence by Q2 FY27ActiveCommercial supplies of approximately USD 25 million from Indian facilities to Zambia expected to start by end of Q2 FY27.
Capex
Capital expenditure for FY27 is expected to be consistent with past levels, focusing on maintenance and modernization.
Q4 FY26Capex target of ₹300 crore for FY27TrackedThe company plans to spend around ₹300 crore on capex in FY27, primarily for oral solid capacity expansion.