Persistent insulin drug product shortages
DP shortages continue, causing a 20% gap in supply; management noted a ₹10 crore revenue hit in Q1 and a strategic stockpile increased working capital by ₹73 crore.
ERISLIFESCIENCES / Q3-FY26 / risks
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Eris Lifesciences · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Capacity constraints in injectables for 1.5-2 years
Management acknowledged capacity constraints in a couple of lines, limiting volume growth until new unit is commissioned, which may take 1.5-2 years.
GLP-1 market formation delay or competition
Liraglutide (LRA) ramp-up slower than expected due to stiff competition and delayed obesity approval for generic exenatide; management lowered near-term expectations.
Trade generics ramp-down impact on revenue
Trade generics revenue fell from ₹13 crore to ₹3 crore YoY; full-year impact could be ~₹40 crore revenue loss, though it was never profitable.