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Yogesh Agrawal

Managing Director, Ajanta Pharma

2 companies 15 earnings tracked 24 quotes 20% delivery

Promise Delivery Record

20% delivery rate

7 of 35 tracked promises delivered across 2 companies.

7 met 28 missed
EBITDA margin guidance of 27%±1% for FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY26
✗ MISSED
Gross margin around 78%±1% for FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY26
✗ MISSED
Capex guidance of ~INR 300 crore for FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY26
✗ MISSED
EBITDA margin of 27%±1% for H2 FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY26
✗ MISSED
US generics to sustain current run rate in H2

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY26
✗ MISSED
Africa business to achieve double-digit growth in FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY26
✗ MISSED
Capex of INR 300 crore for FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY26
✗ MISSED
US generics run-rate to sustain at current level for FY26

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

Ajanta Pharma · Q2 FY26
✓ MET
India business to grow 20-25% higher than IPM growth

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

Ajanta Pharma · Q2 FY26
✓ MET
EBITDA margin of 28% ±1% for FY25

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q1 FY26
✗ MISSED
Capex of ~INR 225 crore for FY25

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q1 FY26
✗ MISSED
R&D spend at 5% of revenue for FY25

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q1 FY26
✗ MISSED
EBITDA margin of 28% ±1% for FY25

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY25
✗ MISSED
Capex of ~INR 225 crore for FY25

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY25
✗ MISSED
R&D spend at 5% of revenue for FY25

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY25
✗ MISSED
Branded generics mid-teens growth for FY25

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY25
✗ MISSED
US generics mid-single digit growth for FY25

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY25
✗ MISSED
FY24 EBITDA margin guidance revised to 27% ±1%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q1 FY25
✗ MISSED
India business to grow low double digits in FY24

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q1 FY25
✗ MISSED
Asia branded to grow low teens in FY24

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q1 FY25
✗ MISSED
Africa branded to grow mid to high single digits in FY24

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q1 FY25
✗ MISSED
FY24 EBITDA margin guidance revised to 27% ±1%

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

Ajanta Pharma · Q4 FY24
✓ MET
India business to grow low double digits in FY24

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

Ajanta Pharma · Q4 FY24
✓ MET
Asia branded to grow low teens in FY24

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

Ajanta Pharma · Q4 FY24
✓ MET
Africa branded to grow mid to high single digits in FY24

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

Ajanta Pharma · Q4 FY24
✓ MET
US revenues to sustain at similar levels for next two quarters

Current-quarter results and commentary indicate the prior promise was delivered or materially on track.

Ajanta Pharma · Q3 FY24
✓ MET
US generics revenue similar level in next three quarters

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q2 FY24
✗ MISSED
FY26 EBITDA margin guidance of 27%±1%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY26
✗ MISSED
FY26 gross margin guidance of 78%±1%

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY26
✗ MISSED
FY26 capex guidance of ~₹300 crore

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY26
✗ MISSED
GLP-1 launch in India in March 2026

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q4 FY26
✗ MISSED
EBITDA margin guidance of 27% ±1% for H2 FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY26
✗ MISSED
US generics growth to sustain at current run-rate

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY26
✗ MISSED
Africa business upgraded to double-digit growth for FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY26
✗ MISSED
Capex guidance of ₹300 crore for FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

Ajanta Pharma · Q3 FY26
✗ MISSED

Notable Quotes

Our revenue from operations grew by 21% while margins grew by 18%, reflecting strong operating performance alongside continued investments to support future growth.
Yogesh Agrawal · Ajanta Pharma Q4 FY26
Our revenue from operations grew by 21%. While margins grew by 18%. Reflecting strong operating performance alongside continued investments to support future growth.
Yogesh Agrawal · Ajanta Pharma Q4 FY26
We are looking at a mid single digit growth for the US business considering that for the whole year we have delivered a extremely robust growth of 49%.
Yogesh Agrawal · Ajanta Pharma Q4 FY26
We are actively looking for the acquisition also, and we are as, as it was there in the news that we are here INR 1,000+ crore for that.
Yogesh Agrawal · Ajanta Pharma Q3 FY26
We are very clear about this. The clarification also came that it is by one of the promoters office not by Ajanta Pharma. So Ajanta Pharma remains only in pharma business and we will continue to do this business only.
Yogesh Agrawal · Ajanta Pharma Q3 FY26
We remain confident to continue this growth journey with all our business shaping up as planned.
Yogesh Agrawal · Ajanta Pharma Q2 FY26
The correct metrics will be to see what is the growth we are posting year over year on the top line and the bottom line.
Yogesh Agrawal · Ajanta Pharma Q2 FY26
We remain confident to continue this growth journey with all our business shaping up as planned.
Yogesh Agrawal · Ajanta Pharma Q2 FY26
The year commenced on a strong note, with revenue from operations growing by 14% and margins remaining resilient despite higher expenses.
Yogesh Agrawal · Ajanta Pharma Q1 FY26
Our geography focus remains first, primarily India for the acquisition, and second is Asia and Africa.
Yogesh Agrawal · Ajanta Pharma Q1 FY26
We are committed to growing the branded generic business in mid-teens, and I am pleased to share that we delivered a healthy growth of 15% during the year.
Yogesh Agrawal · Ajanta Pharma Q4 FY25
Our primary objective remains to outpace each therapeutic segment that we are present in and operate in.
Yogesh Agrawal · Ajanta Pharma Q4 FY25

Earnings Appearances