Ajanta Pharma

Ajanta Pharma delivered a strong Q4 FY26 with revenue of INR 1,422 croreCurrent reported value: INR 1,422 crore. No comparable prior figure is available in the source record. (+21Current 21 crore vs previous available quarter 20 crore.% YoY) and PAT of INR 267 croreCurrent reported value: INR 267 crore. No comparable prior figure is available in the source record. (+18Current reported value: 18. No comparable prior figure is available in the source record.% YoY), driven by stellar US generics growth (+56% YoY) and Africa branded generics (+37% YoY). The India business grew 9% in Q4, while Asia declined 10% due to Middle East supply chain disruptions. For FY27, management guides for high-teens revenue growth and EBITDA margin of ~27%Current reported value: ~27%. No comparable prior figure is available in the source record. (vs 26% in FY26), with US generics expected to moderate to mid-single-digit growth. Key risks include prolonged Middle East conflict impacting raw material and freight costs, and potential FDA action at the Paithan facility following a Form 483 with 5 observations.