Eris Lifesciences

Eris Lifesciences reported Q1 FY26 consolidated revenue of ₹773 croreCurrent reported value: ₹773 crore. No comparable prior figure is available in the source record. (+7.4Current reported value: 7.4. No comparable prior figure is available in the source record.% YoY) and PAT of ₹125 croreCurrent ₹125 crore. Reported change: +41% YoY. (+41Current reported value: 41. No comparable prior figure is available in the source record.% YoY), driven by strong domestic branded business (DBS) growth of 11%Current 11%. Reported change: +330bps vs IPM. and margin expansion. DBS EBITDA margin improved to 37.2%Current reported value: 37.2%. No comparable prior figure is available in the source record. (+155 bps YoY), while the BioOn segment reached 30% EBITDA marginCurrent 30% EBITDA margin. Reported change: +1100bps vs acquisition. (vs 19% at acquisition). The company reaffirmed consolidated guidance despite a planned ramp-down of trade generics (₹3 crore revenue vs ₹13 crore last year). Key growth drivers include insulin cartridge manufacturing commencement at Bopal (Q4), GLP-1 pipeline progress (synthetic semaglutide validation, recombinant candidate entering Phase 1 in Q4), and a confirmed CDMO pipeline of ₹100 crore+Current ₹100 crore+. Reported change: New. for international business. Risks include persistent insulin drug product shortages (20% gap) and capacity constraints in injectables for 1.5-2 years.