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Librella destocking impact
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Syngene International Ltd — Q4 FY26
Syngene reported Q4 FY26 revenue of ₹1,037 crore (+2% YoY, +13% QoQ) and EBITDA margin of 29%, beating revised guidance.
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Syngene reported Q4 FY26 revenue of ₹1,037 crore (+2% YoY, +13% QoQ) and EBITDA margin of 29%, beating revised guidance. Full-year revenue grew 3% to ~₹4,190 crore, impacted by the Librella destocking headwind. PAT before exceptional items was ₹153 crore (-16% YoY). Management guided for a broadly flat FY27 with EBITDA margins in the mid-20s, as Librella revenue largely disappears in H1. The Bristol-Myers Squibb partnership extension to 2035 and investments in ADC, peptides, and biologics position the company for growth from FY28. Key risk: Librella revenue declines faster than new contracts ramp up, pressuring near-term revenue.
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Sequential Revenue Growth (Q4 vs Q3)
13%
+13% QoQ
Strong sequential recovery in Q4, indicating underlying momentum.
Free Cash Flow (FY26)
₹521 crore
Healthy cash generation despite capex and Librella headwinds.
Net Cash Balance
₹1,800 crore
Strong balance sheet supports investments and buffers volatility.
CDMO Revenue Share (Q4)
41%
CDMO contributed 41% of Q4 revenue; CRO 59%.
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Guidance and risk preview
Full-year revenue expected to be broadly flat vs FY26, with H2 meaningfully stronger than H1.
Librella revenue decline will continue to pressure revenue in H1 FY27, with near-zero contribution in Q1 and Q2.
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