Strides Pharma Science Ltd delivered robust Q4FY26 results with consolidated net profit rising 54.44% year-on-year to ₹126.94 crore from ₹82.19 crore in the corresponding quarter last year. According to Business Standard, revenue from operations increased 11.17% year-on-year to ₹1,323.47 crore in the quarter ended March 31, 2026. The company's profit before exceptional items and tax increased 17.09% YoY to ₹153.01 crore, while the company also reported an exceptional loss of ₹6.41 crore during the quarter. EBITDA stood at ₹239.7 crore, registering a growth of 10% compared with ₹217.9 crore in Q4FY25, though EBITDA margin declined by 20 basis points to 18.1% in Q4 FY26, as against 18.3% in the year-ago period.
Following the earnings announcement, shares of Strides Pharma Sciences gained over 4% intraday to hit ₹1,198.80 on the NSE before paring gains to trade largely flat at ₹1,158.20 in afternoon trade. As reported by Business Standard, the board recommended a final dividend of ₹5 per equity share of face value ₹10 each for FY26, representing 50% of the face value. The company stated that the record date for determining eligible shareholders will be announced later, while the dividend will be paid within 30 days of shareholder approval at the upcoming AGM after deduction of applicable tax at source.
For the full year, Ex-US market revenue rose sharply by 21% to ₹2,240.4 crore, emerging as the key growth driver for the business, while US market revenue stood at ₹2,489.7 crore, growing 2% year-on-year. According to Business Standard, Managing Director and Group CEO Badree Komandur highlighted that the company delivered strong performance across profitability, efficiency, and growth metrics during FY26, primarily driven by Ex-US markets. He added that operational PAT and EPS grew by 50% YoY, reflecting strong operating leverage, while the US business remained stable despite a weaker flu season in the second half. The company's gross margin expansion of 310 basis points YoY and EBITDA margin improvement of 140 basis points YoY to 19% were key highlights of the performance.
For the full financial year FY26, the company reported an 84.52% tumble in net profit to ₹556.19 crore, compared with ₹556.19 crore in the previous year. However, revenue from operations rose 6.42% to ₹4,858.68 crore in FY26, as reported by Business Standard. The company's net debt stood at ₹1,436.5 crore at the end of FY26, impacted by foreign exchange depreciation of ₹111.5 crore. However, the net debt-to-EBITDA ratio improved to 1.55x from 1.9x in FY25, indicating better financial leverage. The company's return on capital employed (RoCE) rose to 15.8% from 14.9% in the previous year, demonstrating enhanced capital efficiency.
Despite ongoing geopolitical uncertainties and a challenging external environment, Badree Komandur emphasized the company's commitment to delivering long-term sustainable and profitable growth. As reported by Business Standard, the company's calibrated strategy in Ex-US markets is delivering results, with these markets outpacing overall company growth. The management remains focused on delivering to long-term sustainable and profitable growth despite the challenging external environment, with the company's continued focus on profitability driving operational improvements across key metrics.
