Q1-FY24 · Rajesh Agrawal
We continue to grow faster than the IPM by 400 basis points, with Ajanta growing at 15% against IPM growth of 11%.
AJANTPHARM / language trends
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Ajanta Pharma · tone and specificity signals across the available quarters.
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Q1-FY24 · Arvind Agrawal
We retain our guidance of about 25% ±1% EBITDA margin for FY 2024.
Q1-FY24 · Yogesh Agrawal
We are seeing that into the high single digits, as a average, price erosion.
Q1-FY25 · Yogesh Agrawal
Our EBITDA margins expanded to 29%, reflecting our commitment to operational excellence and efficiency.
Q1-FY25 · Arvind Agrawal
We expect the EBITDA to be around this range, ±1%, for whole of 2025.
Q1-FY25 · Yogesh Agrawal
We are rather focusing on increasing the productivity for that. That is really the focus for us for the last few years.
Q1-FY26 · Yogesh Agrawal
The year commenced on a strong note, with revenue from operations growing by 14% and margins remaining resilient despite higher expenses.
Q1-FY26 · Rajesh Agrawal
We continue to outpace the IPM and the Indian Pharmaceutical Market by 29% as per IQVIA MAT June 2025 with Ajanta delivering an impressive growth of 10% compared to IPM's 8% growth.
Q1-FY26 · Yogesh Agrawal
Our geography focus remains first, primarily India for the acquisition, and second is Asia and Africa.
Q2-FY24 · Yogesh Agrawal
The customers are valuing the consistent supplier of high quality with high compliance rate over the prices of reducing by a few cents or few percentages.
Q2-FY24 · Rajesh Agrawal
We continue to outpace IPM by 400 basis points, with Ajanta growing at 14%, surpassing the IPM growth of 10% as per IQVIA MAT, September 2023.
Q2-FY24 · Yogesh Agrawal
We believe that the worst is behind us. Market has stabilized to a great extent.
Q2-FY25 · Yogesh Agrawal
We have completed first half of FY twenty twenty-five on a satisfactory note, with notable achievements in sales, PAT, and EBITDA.
Q2-FY25 · Rajesh Agrawal
Our faster growth is contributed mainly by volumes, which was about 1.5 times to the IPM.
Q2-FY25 · Arvind Agrawal
We expect the EBITDA to be around this range, plus/minus 1%, for whole of FY 2025.
Q2-FY26 · Yogesh Agrawal
We remain confident to continue this growth journey with all our business shaping up as planned.
Q2-FY26 · Yogesh Agrawal
The correct metrics will be to see what is the growth we are posting year over year on the top line and the bottom line.
Q2-FY26 · Rajesh Agrawal
We are in talks with IQVIA to see how this anomaly can be taken out... I'm not too worried.
Q3-FY24 · Rajesh Agrawal
Our performance has been excellent on the back of increased volumes, price increase, and new product launches.
Q3-FY24 · Arvind Agrawal
We are revising our full year guidance to 27% ±1% for full year financial year 2024.
Q3-FY24 · Yogesh Agrawal
We are always on the lookout for suitable brand acquisition targets and also opportunities.
Q3-FY25 · Yogesh Agrawal
Our concentrated efforts on improvement in working capital cycle have resulted in generating free cash flows of INR 675 crore, with 97% of PAT conversion in nine months, which is indeed a remarkable achievement.
Q3-FY25 · Rajesh Agrawal
We continue to outpace IPM by 300 basis points, with Ajanta growing at 11%, surpassing IPM growth of 8% as per IQVIA MAT December 2024.
Q3-FY25 · Yogesh Agrawal
We are looking to post a higher growth in the next year, much higher growth. It will be double-digit growth.
Q3-FY26 · Rajesh Agrawal
We continue to outperform the Indian pharmaceutical market by 28% as per IQVIA MAT December 2025, with Ajanta delivering an impressive growth of 11% compared to IPM's 9%.
Q3-FY26 · Yogesh Agrawal
We are actively looking for the acquisition also, and we are as, as it was there in the news that we are here INR 1,000+ crore for that.
Q3-FY26 · Rajesh Agrawal
We've never seen a launch of a product like this in the longest time. Already, globally, it's become, I think, what? $35-$40 billion and $25 billion each, $50 billion. And it's still growing at 25%-30%.
Q4-FY24 · Yogesh Agrawal
Our EBITDA margins have expanded to 28%. It reflects our commitment to operational excellence and efficiency.
Q4-FY24 · Yogesh Agrawal
We are basically aiming to grow at least 200 basis points, if possible, 300 basis points, faster than the IPM growth.
Q4-FY24 · Arvind Agrawal
If the position improves or some changes happen, we should be able to deliver 28% EBITDA. If we get some tailwinds, 100 basis point improvement should be possible.
Q4-FY25 · Yogesh Agrawal
We are committed to growing the branded generic business in mid-teens, and I am pleased to share that we delivered a healthy growth of 15% during the year.
Q4-FY25 · Yogesh Agrawal
Our primary objective remains to outpace each therapeutic segment that we are present in and operate in.
Q4-FY25 · Yogesh Agrawal
The situation is very, very fluid right now to make any comment. Having said that, we have evaluated our scenario, strategy, and options.
Q4-FY26 · Yogesh Agrawal
Our revenue from operations grew by 21% while margins grew by 18%, reflecting strong operating performance alongside continued investments to support future growth.
Q4-FY26 · Arvind Agrawal
We remain confident of maintaining EBITDA margin of 27% with a variation of ±1% in the coming year as well, while making further investment in developing our market.
Q4-FY26 · Rajesh Agrawal
Our new product contribution within that is 4.7% out of 13%, as against the industry which stands at 2.8% out of 10%.