Q1-FY26 · Rajar Ram
We have moved beyond consolidation and course correction into a phase of accelerated growth as we shape a future ready company.
SEQUENTSCIENTIFIC / language trends
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Sequentscientific · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY26 · Dr. Hari Babu
The current margins are in line with our medium-term aspiration of 20 plus margins. In line with previous quarters, we generated strong free cash flow.
Q1-FY26 · Dr. Hari Babu
There is no alternative for India. The only either China or India for all these things where there is large manufacturing capability. So they won't go back to China. So still I say there's a good opportunity for India.
Q2-FY26 · Rajaram
We would recall that a few quarters ago we had set ourselves a target of crossing 15% EBITDA and moving to high teens. We are now firmly on that path while also improving our profit after tax substantially.
Q2-FY26 · Dr. Hari Babu
Whatever we indicated [for] FY27 [20% margins] actually it's going to happen from now right sir
Q2-FY26 · Rajaram
After the merger, we will be a far more R&D and science-driven animal health company. In many markets which are less regulated, the regulations are getting tighter on animal health products, and we are very well positioned compared to some of the other players who may not have the kind of quality and regulatory capability.