Risks
3 risks
Risk Intelligence
Raw material cost inflation from geopolitical tensions
View Risks →RPG Life Sciences Limited — Q4 FY26
RPG Life Sciences delivered a strong Q4 FY26 with revenue of 176.9 cr (+23.6% YoY) and EBITDA of 45.2 cr (+48% YoY), driven by domestic formulation growth of 18.2% (1.8x IPM) and a sharp recovery in API (Q4 revenue 33.3 cr).
bullish
high
✓ Verified against BSE filing
2-Minute Summary
✦ AI-Generated from Full Transcript
RPG Life Sciences delivered a strong Q4 FY26 with revenue of 176.9 cr (+23.6% YoY) and EBITDA of 45.2 cr (+48% YoY), driven by domestic formulation growth of 18.2% (1.8x IPM) and a sharp recovery in API (Q4 revenue 33.3 cr). The domestic business outpaced the market on volume growth (9% vs 1.1%), while new introductions contributed 5.1%. Management guided for sustained mid-teens domestic growth, API as a growth driver with a pipeline of 13 molecules, and international formulation returning to growth post inventory normalization. Key risks include potential raw material cost inflation from geopolitical tensions and regulatory delays in export markets.
Risks3 trackedTranscriptfull text
Research workspace
Focused Modules
Transcript
Full text
Call Transcript
Full transcript text is available on this route.
Read Transcript →Quarter Snapshot
Domestic Formulation Growth (Q4)
18.2%
+8.1pp YoY
Grew 1.8x the IPM growth of 10.1% in Q4 FY26.
Salesforce Productivity (Overall)
₹6.5 lakhs/month
+14% YoY
Improved from ₹5.7 lakhs last year; specialty productivity at ₹16.7 lakhs.
IPM Rank Improvement
Rank 52
+6 places YoY
Moved from rank 58 in FY25 to rank 52 in FY26.
API Revenue (Q4)
₹33.3 cr
+144% QoQ
Strong bounce back after fire disruption; plant fully operational.
Fast read
Guidance and risk preview
Management expects to maintain historical domestic growth trajectory of ~12% driven by volume and new launches.
Management noted monitoring of West Asia war developments; prices locked for 6 months but escalation could impact margins.
View Risks →