AKUMSDRUGSPHARMACEUTICAL / guidance tracker

Keep management guidance in view.

Akums Drugs & · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Q4 FY26 double-digit volume growth in CDMO

Management expects continued double-digit volume growth in CDMO for Q4 FY26 based on current visibility.

growth

EU CDMO contract annual run-rate of €35 million

The EU CDMO contract is expected to generate annual revenue of €35 million once commercial supplies begin, with supplies starting in FY28.

revenue

Zambia project $25 million supplies from H1 FY27

Commercial supplies of $25 million from Indian plants to Zambia expected in H1 FY27, with similar amount in FY28.

revenue

Capex to remain in line with historical trend

Capital expenditure for FY27 is expected to be consistent with past levels, focusing on maintenance and modernization.

capex

CDMO double-digit volume growth in H1 FY27

Management expects continued double-digit volume growth in CDMO for the first half of FY27, with visibility of 45-60 days.

growth

Zambia contract to commence by Q2 FY27

Commercial supplies of approximately USD 25 million from Indian facilities to Zambia expected to start by end of Q2 FY27.

revenue

Capex target of ₹300 crore for FY27

The company plans to spend around ₹300 crore on capex in FY27, primarily for oral solid capacity expansion.

capex

API losses to reduce sharply in FY27

Management expects API segment losses to come down significantly in FY27, though full-year EBITDA may still be negative.

margins