According to reports from CNBC TV18, Business Standard, PTI, TradingView News, and The Economic Times, Ajanta Pharma delivered robust June quarter results with net profit rising 31% year-on-year to ₹334.2 crore from ₹255.3 crore in the corresponding quarter last year. Revenue increased 25% to ₹1,626 crore compared with ₹1,303 crore a year earlier. The company's EBITDA climbed 20.6% to ₹423.6 crore from ₹351.4 crore in the corresponding quarter last year, though EBITDA margin eased marginally to 26.1% from 27% as the company continued to invest behind its growth initiatives. The latest financial data shows adjusted EBITDA, excluding forex loss, rose 21% to ₹454 crore from ₹377 crore, with adjusted EBITDA margin standing at 28%. The company also reported strong returns with ROCE of 37% and RONW of 28% during the quarter. As per Investing.com, the company achieved a 14% three-year CAGR in revenue, 13% in adjusted EBITDA, and 14% in profit after tax through Q1 FY27, with margins remaining stable despite investments in field force expansion and new product launches.
As reported by CNBC TV18, Business Standard, PTI, TradingView News, and The Economic Times, the standout performer during the quarter was the US generics business, where revenue surged 57% year-on-year to ₹487 crore from ₹310 crore in the year-ago period. The Africa Institutional business also posted robust growth of 83%, while the Africa branded business expanded 30%. India, Ajanta Pharma's largest branded generics market, delivered revenue growth of 24% to ₹509 crore from ₹409 crore a year ago. However, the Asia branded generics business remained the only weak spot, with revenue declining 16% year-on-year to ₹255 crore. The company's India branded generics business continued to outperform the broader pharmaceutical market, with Ajanta Pharma stating that its India branded generics business outpaced the Indian Pharmaceutical Market (IPM) in the 12 months ended June 2026, driven by strong traction from new product launches and volume growth. According to Investing.com, the US Generics segment delivered outstanding 57% growth in Q1 FY27, reaching ₹487 crores and representing 30% of consolidated revenue, significantly exceeding management's full-year guidance for mid-single-digit to upper mid-single-digit growth.
According to The Economic Times, the company's India branded generics business continued to outperform the broader pharmaceutical market. According to IQVIA MAT data for June 2026, Ajanta's branded generics business exceeded Indian Pharmaceutical Market (IPM) growth by 36%, aided by strong new product launches and volume expansion. New launches grew 76% faster than the IPM, while volume growth outpaced the market by 40%. The board declared the first interim dividend of ₹32 per equity share of face value ₹2 for FY27, amounting to a total payout of around ₹400 crore. August 5 has been fixed as the record date, with the dividend scheduled to be paid on or after August 18. The company operates seven manufacturing facilities in India and has posted a healthy 14% CAGR in both revenue and profit after tax over the last three financial years. As per Investing.com, Ajanta Pharma has maintained dividend payments for 20 consecutive years, demonstrating commitment to shareholder returns.
According to Prabhudas Lilladher's latest research report dated July 31, 2026, the company's EBITDA grew strongly by 20% YoY (₹4.54bn; 27.9% OPM) which was 3% above estimates, aided by higher domestic and Africa business revenues and margins. The brokerage highlighted the recent in-licensing agreement with Biocon for marketing semaglutide in 26 countries across RoW markets as a good strategic fit given Ajanta Pharma's strong existing franchise across these markets. Prabhudas Lilladher expects EBITDA/PAT CAGR of 18% over FY26-28E with healthy RoE/RoCE of 25%/31% in FY27E. The company's high growth branded generics (BGx) market spread across India, Asia and Africa contributed 70% to total revenue in FY26, with strong annual free cash flow of ₹8-10bn supporting sustained investments and potential inorganic opportunities. At current market price, Ajanta Pharma is trading at 30x P/E and 20x EV/EBITDA as of FY28E. Prabhudas Lilladher maintains a BUY rating with revised target price of ₹3,725/share (32x FY28E EPS), with FY27E and FY28E EPS estimates increased by 2-5%.
As reported by CNBC TV18, Business Standard, PTI, TradingView News, and The Economic Times, Ajanta Pharma continued to strengthen its product pipeline during the quarter. The company received approval for three ANDAs, launched two products in the US market and increased its total commercialised ANDA portfolio to 51 products. Another 17 ANDAs remain pending approval with the US FDA, while five applications have received tentative approval. The company spent ₹66 crore on research and development during the quarter, equivalent to around 4% of revenue, reflecting its continued focus on expanding its specialty and generics portfolio. Following the earnings announcement, shares of Ajanta Pharma climbed to an intraday high of ₹3,531.90 before paring some gains to trade at ₹3,434.50, up 1.12%, on the NSE as of 2:57 PM. According to Investing.com, the company maintained 55 active ANDAs (excluding 5 tentative approvals) with 51 products on shelf during Q1 FY27, with management expecting to file five to seven new ANDAs during the year.
