What was Eris Lifesciences's revenue in Q3 FY26?

Eris Lifesciences reported revenue of ₹807 Cr in Q3 FY26, a +7.4% change year-over-year.

Did Eris Lifesciences management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Eris Lifesciences Q3 FY26 Research Workspace: Revenue ₹807 Cr (+7.4%)

Q: What guidance did Eris Lifesciences management give?

Consolidated revenue growth 15-21% for FY26: Management reaffirmed the earlier guidance despite Q1 growth of 7.4%, citing ramp-down of trade generics as a temporary drag.

Revenue ₹807 Cr +7.4%

EBITDA ₹277 Cr

PAT ₹109 Cr +41%

EBITDA Margin 35% +100bps

Duration 49 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Eris Lifesciences reported Q1 FY26 consolidated revenue of ₹773 crore (+7.4% YoY) and PAT of ₹125 crore (+41% YoY), driven by strong domestic branded business (DBS) growth of 11% and margin expansion. DBS EBITDA margin improved to 37.2% (+155 bps YoY), while the BioOn segment reached 30% EBITDA margin (vs 19% at acquisition). The company reaffirmed consolidated guidance despite a planned ramp-down of trade generics (₹3 crore revenue vs ₹13 crore last year). Key growth drivers include insulin cartridge manufacturing commencement at Bopal (Q4), GLP-1 pipeline progress (synthetic semaglutide validation, recombinant candidate entering Phase 1 in Q4), and a confirmed CDMO pipeline of ₹100 crore+ for international business. Risks include persistent insulin drug product shortages (20% gap) and capacity constraints in injectables for 1.5-2 years.

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Focused Modules

!Risks 4 risks

Risk Intelligence

Persistent insulin drug product shortages

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Quarter Snapshot

DBS Revenue Growth 11%

+330bps vs IPM

Domestic branded business outperformed the Indian Pharma Market by 330 bps.

BioOn EBITDA Margin 30%

+1100bps vs acquisition

BioOn segment margin improved from 19% at acquisition to 30% in Q1.

Cash EPS ₹12

+41% YoY

Cash EPS grew 41% year-on-year, driven by PAT growth and lower depreciation.

CDMO Contracted Revenue ₹100 crore+

New

Confirmed CDMO contracts worth over ₹100 crore annual revenue in various execution stages.

Fast read

Guidance and risk preview

Top guidance Consolidated revenue growth 15-21% for FY26

Management reaffirmed the earlier guidance despite Q1 growth of 7.4%, citing ramp-down of trade generics as a temporary drag.

Top risk 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 capi...