WINDLAS / guidance tracker

Keep management guidance in view.

Windlas Biotech · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Plant 6 Commercialization Timeline

Plant 6 refurbishment expected to complete in 2-3 quarters (by Q4 FY26), followed by validation phase. Phase-wise commercialization may yield some capacity in FY26, but full facility operational in FY27.

expansion

Peak Revenue Capacity Target

Excluding injectables, ₹1,000 crore revenue potential upon Plant 6 capitalization; injectables add ₹100 crore, reaching ₹1,100 crore total. Potential upside through operational efficiencies.

revenue

Injectable Phase 2 Expansion

Phase 2 injectable capacity expansion (adding another floor) will only be triggered when facility approaches peak utilization (~₹100 crore run rate). Timeline: minimum 2 quarters from decision to operational.

expansion

No Quantitative Guidance Policy

Management explicitly declined to provide medium-term (3-5 year) revenue growth targets, citing need to focus on execution rather than percentage commitments.

growth

Revenue Capacity Target of Rs 1,000 Crore

Upon Plan 6 completion and full operationalization, total revenue capacity (excluding injectables) will reach Rs 1,000 crore, with injectables adding another Rs 100 crore on top.

expansion

Plan 6 Commercialization Timeline

Plan 6 mechanical completion expected by end of FY26, with quality systems validation and customer audits to follow. Net net, H1 FY27 expected for full commercialization with partial contributions possible earlier through intermediate phases.

expansion

Injectables Capacity Decision in FY27

As injectable capacity utilization improves, management will either pursue an acquisition opportunity or begin building new dosage form capacity. No specific timeline or investment quantum disclosed.

expansion