Hester Biosciences / Q4-FY26

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Positive2026-05-15Back to HESTERBIO

Revenue

₹100 Cr

verified against source

Revenue YoY

—

reported change

EBITDA

Pending

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Revenue (₹ Cr)PositiveWatchNegative
2 actual records
Actual quarterly Revenue (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q3 FY26: 77 · Positive source sentiment · 2026-02-12Q3 FY26Q4 FY26: 100 · Positive source sentiment · 2026-05-15Q4 FY2610077
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Quarter read

What the record says.

Hester Biosciences reported a strong Q4 FY26 with standalone revenue growing 22% YoY and PAT surging 174% YoY, driven by a 41% YoY jump in poultry healthcare revenue. The poultry segment benefited from deeper market penetration and the launch of H9N2 avian influenza vaccine. Animal healthcare faced tender delays but improved in Q4 with 6.3 crore PPR doses supplied. Consolidated revenue grew 22% YoY in Q4 and 7% for the full year, while PAT nearly doubled. Management expects animal healthcare to recover from Q1 FY27 and aims for a 50:50 revenue mix between poultry and animal health. Risks include tender timing volatility and rising raw material costs.

Colored figures show movement against the previous available record.

Guidance to track

  • Management expects animal healthcare division to recover from Q1 FY27 after tender delays in FY26.
  • Management aims to achieve a balanced revenue mix of 50% poultry and 50% animal health over time.
  • Management aims to sustain the Q4 poultry revenue run-rate of ~₹65 crore and EBITDA margins around 30%.

Risks flagged

  • Animal healthcare revenue fell 30% YoY due to delayed government tenders; recovery depends on timely rollout.
  • Global geopolitical developments and supply chain disruptions are increasing raw material costs, pressuring margins.
  • Receivables of ₹92 crore on ~₹300 crore revenue are elevated; Q4 sales spike contributed but management is working to reduce days.
  • Evolving regulatory requirements may necessitate further capital allocation, though management did not quantify.

Key quotes

  • The poultry healthcare division delivered a strong performance during the year growing by 41% in Q4 and 21% for the entire financial year.
  • We have supplied 6.3 cr doses in Q4 for PPR.
  • This is a base and we want to sustain this.

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