$400M US Revenue Target by FY28
Company reiterated medium-term target for US market despite current quarter weakness; growth to be driven by 60+ products in pipeline, control substances normalization, and relaunches from dormant portfolio.
STAR / guidance tracker
Keep management guidance in view.
Strides Pharma Science · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
revenue
XUS Markets to Mirror US in ~2 Years
XUS markets (other regulated + growth markets) aimed to reach parity with US revenues within two years; currently running $64M quarterly vs US at $70M with gap narrowing to ~$6M.
Gross Margin Sustainability at 58-60%
Management indicated sustainable gross margin range of 58-60% going forward, with current quarter at 61% driven by favorable business mix and reduced institutional business.
Maintenance Capex at ₹100-125 Crore Annually
Maintenance capex expected in ₹100-125 crore range annually; additional opportunistic investments for global product rights (both US and XUS markets) not quantified.