According to reports from CNBC TV18 and Business Standard, Eris Lifesciences delivered exceptional Q4FY26 results with consolidated net profit nearly tripling to ₹281.6 crore compared to ₹93.8 crore in the corresponding quarter last year. The sharp profitability jump was primarily driven by a significant deferred tax gain of ₹132.2 crore during the quarter, compared to a deferred tax gain of ₹4.9 crore in the year-ago period. The company's revenue rose 7.3% year-on-year to ₹756.6 crore from ₹705.3 crore, while EBITDA increased 8.5% to ₹274 crore with EBITDA margin improving marginally to 36.2% from 36%. As per Business Standard, the company's full-year FY26 performance was equally impressive with net profit rising 76.08% to ₹619.52 crore and sales growing 8.18% to ₹3,114.89 crore.
As reported by CNBC TV18, the company's Domestic Branded Formulations (DBF) business delivered robust performance with 12% revenue growth in the March quarter to ₹671 crore, while segment EBITDA rose 10% to ₹246 crore with EBITDA margin at 37%. For the full year, the DBF business reported 11% revenue growth to ₹2,778 crore and 12% EBITDA growth to ₹1,026 crore, with EBITDA margin expanding to 37% from 36.5% in FY25. The company highlighted strong traction in its insulin and dermatology businesses, with insulin segment growth significantly outpacing the broader chronic therapies market, as insulin market share rose from 12% in April 2025 to 16% in March 2026. According to Business Standard, the company's full-year performance showed PBDT growth of 16% to ₹935.28 crore and PBT growth of 34% to ₹655.78 crore.
According to CNBC TV18, the company highlighted strong initial response to its generic semaglutide brand 'Sundae', ranking first by sales volume and second by sales value in injectable semaglutide during April 2026. Management indicated the phased rollout of the semaglutide portfolio, including pen-based products and obesity-focused SKUs, is expected to support growth momentum going ahead. The company expects additional tailwinds from Q2FY27 as it begins in-house manufacturing of semaglutide pens, which is also expected to improve margins. As per Business Standard, the company's semaglutide portfolio continues to gain market traction with strong initial response across key markets.
As reported by CNBC TV18, the international business reported Q4 revenue of ₹86 crore and EBITDA of ₹28 crore with a margin of 32.4%. However, the company noted that around ₹30 crore worth of finished goods shipments were delayed during the quarter due to supply chain disruptions. For FY27, Eris Life guided for Domestic Branded Formulations growth at 1.3 times the growth rate of the Indian chronic therapies market, while EBITDA margin is expected to remain around 37%, with margins likely to improve further in the second half of the year. According to Business Standard, the company's international operations showed resilience despite challenges, with the business contributing meaningfully to overall growth momentum.
According to CNBC TV18, shares of Eris Lifesciences ended 11.4% higher after the earnings announcement at ₹1,489.2. The stock, after this move, has nearly turned positive on a year-to-date basis. The board declared an interim dividend of ₹7.21 per equity share for FY27 and fixed May 29, 2026, as the record date. The dividend will be paid on or before June 19, 2026. As per Business Standard, the strong quarterly performance and robust full-year results have reinforced investor confidence in the company's growth trajectory and strategic initiatives.
