📈 Live Market Tracking
AI-Powered NSE Corporate Announcements Analysis
Akums Q3 FY26 Revenue Up 14.8% to ₹1,160 Cr; CDMO Segment Grows 16.3%
Akums Drugs and Pharmaceuticals reported a strong Q3 FY26 with operating revenue rising 14.8% YoY to INR 1,160 crores, primarily driven by a 16.3% growth in its core CDMO business. EBITDA grew 21% YoY to INR 147 crores, with margins expanding to 12.7% despite continued pricing pressure in the API segment. The company maintains a massive cash surplus of INR 1,573 crores and is actively evaluating M&A opportunities to complement its existing business. International branded formulations showed significant recovery, growing 120% sequentially to INR 50 crores.
Key Highlights
Consolidated revenue increased 14.8% YoY to INR 1,160 crores, with CDMO revenue reaching INR 916 crores.
Operating EBITDA rose 21% YoY to INR 147 crores, while PAT stood at INR 68 crores after a one-time labour code impact of INR 18.2 crores.
International branded formulation revenue surged 120% QoQ to INR 50 crores due to demand recovery in key markets.
Maintained a strong liquidity position with a cash surplus of INR 1,573 crores and free cash flow of INR 944.5 crores.
European expansion is on track with EU GMP accreditation received for Plant 2 and supplies already commenced from Plant 1.
💼 Action for Investors
Investors should monitor the company's deployment of its INR 1,573 crore cash pile for strategic acquisitions and the ramp-up of its European CDMO operations. The stock remains a strong play on the domestic outsourcing theme given its robust volume growth and margin expansion in the core CDMO segment.
Akums Drugs Q3 FY26 Revenue Up 14.8% to ₹1,160 Cr; CDMO Segment Grows 16.3%
Akums Drugs reported a strong Q3 FY26 with operating revenue reaching ₹1,160 crores, a 14.8% YoY increase, primarily driven by 16.3% growth in the core CDMO segment. EBITDA grew 21% YoY to ₹147 crores, with margins improving to 12.7% despite continued pricing pressure in the API business. The company maintains a robust cash surplus of ₹1,573 crores and is progressing on international expansions, including EU GMP accreditation for its oral liquids facility. Profit after tax stood at ₹68 crores, which includes a one-time labor code impact of ₹18.2 crores.
Key Highlights
Consolidated revenue grew 14.8% YoY to ₹1,160 crores, led by double-digit volume growth in CDMO.
EBITDA increased 21% YoY to ₹147 crores with margins expanding 65 bps to 12.7%.
CDMO segment revenue reached ₹916 crores, while API losses narrowed sequentially to ₹7 crores.
Company holds a significant cash surplus of ₹1,573 crores and generated free cash flow of ₹944.5 crores.
Plant 2 received EU GMP accreditation; European supplies for a major contract are expected to start in FY28.
💼 Action for Investors
Investors should focus on the company's ability to deploy its ₹1,573 crore cash surplus for inorganic growth and the upcoming ramp-up of international projects. The core CDMO business remains robust, and the narrowing of API losses suggests improving operational efficiency.
Akums Q3 FY26: Revenue Up 14.8% YoY to Rs 1,160 Cr, Adj PAT Jumps 29.5%
Akums Drugs and Pharmaceuticals reported a robust Q3 FY26 performance with revenue increasing 14.8% YoY to Rs 1,160 crore. The core CDMO business grew over 16% while Adjusted EBITDA rose 21% to Rs 147 crore, reflecting improved capacity utilization and margin expansion to 12.7%. Adjusted PAT saw a significant jump of 29.5% YoY to Rs 86 crore. Additionally, the company secured key regulatory approvals from EU GMP and UK MHRA, strengthening its position for expansion into regulated global markets.
Key Highlights
Revenue increased 14.8% YoY to Rs 1,160 Cr, driven by strong CDMO volumes and international demand.
Adjusted EBITDA grew 21% YoY to Rs 147 Cr, with margins improving to 12.7% from 12.0% in Q3 FY25.
Adjusted PAT surged 29.5% YoY to Rs 86 Cr, while 9M FY26 PAT reached Rs 193 Cr.
Secured EU GMP certifications for two facilities and first UK MHRA approval for Rivaroxaban tablets.
International branded formulation segment revenue more than doubled on a sequential basis.
💼 Action for Investors
The strong earnings growth and regulatory breakthroughs in regulated markets like the EU and UK are positive indicators. Investors should monitor the company's ability to maintain this momentum in international markets and the turnaround in the API segment.
Akums Drugs Q3 Standalone Revenue Up 18% Q-o-Q to ₹3,656M; PAT Declines 31% Y-o-Y
Akums Drugs and Pharmaceuticals reported a standalone revenue of ₹3,656.06 million for Q3 FY26, showing a healthy sequential growth of 18.2% from Q2. However, Net Profit (PAT) at ₹281.14 million declined by 31.7% year-on-year, impacted by rising expenses and an exceptional loss of ₹38.08 million. The company has successfully utilized 100% of its ₹6,373.70 million IPO proceeds for debt repayment and working capital. Investors should remain cautious regarding the ongoing Income Tax search proceedings, which are yet to reach a final conclusion.
Key Highlights
Standalone Revenue from operations grew 18.2% Q-o-Q to ₹3,656.06 million.
Net Profit (PAT) stood at ₹281.14 million, down from ₹411.68 million in the same quarter last year.
Reported an exceptional item loss of ₹38.08 million during the quarter ended December 2025.
Total expenses increased to ₹3,585.35 million compared to ₹3,063.58 million in Q3 FY25.
IPO proceeds of ₹6,373.70 million have been fully utilized as of December 31, 2025.
💼 Action for Investors
Investors should monitor the company's ability to recover margins which have seen year-on-year compression despite revenue growth. The ongoing Income Tax department's search and seizure proceedings remain a key regulatory risk to track.
Akums Drugs Secures EU-GMP Certification for Two Haridwar Facilities; Valid Until 2028
Akums Drugs and Pharmaceuticals has received European GMP certifications for its Plant 1 and Plant 2 located in Haridwar from the Bulgarian Drug Agency. Plant 1 received a renewal, while Plant 2 achieved its first-ever EU-GMP certification, both valid for three years until October 2028. This milestone allows the company to export tablets, capsules, and oral liquids to EU-regulated markets and other regions following similar standards. Crucially, Plant 2 will now begin servicing a European CDMO contract that was signed in December 2024.
Key Highlights
EU-GMP certification granted by Bulgarian Drug Agency for two Haridwar-based manufacturing plants.
Plant 1 certification is a renewal, while Plant 2 receives its first-time EU-GMP approval.
Certifications are valid for a 3-year period, expiring in October 2028.
Plant 2 will service the European CDMO contract signed by the company in December 2024.
Enables supply of tablets, capsules, sachets, and oral liquid formulations to EU regulated markets.
💼 Action for Investors
This is a positive development that expands the company's addressable market and validates its manufacturing standards for high-margin exports. Investors should monitor the execution of the December 2024 CDMO contract as a key revenue driver.
Akums Drugs President – Finance Rajkumar Bafna Resigns Effective Dec 31, 2025
Akums Drugs and Pharmaceuticals Limited has announced the resignation of Mr. Rajkumar Bafna from his position as President – Finance, a Senior Management Personnel role. The resignation is effective from the close of business hours on December 31, 2025. Mr. Bafna cited personal health concerns specifically related to Delhi's pollution levels as the reason for his departure. The company has accepted the resignation and is managing the transition of his responsibilities.
Key Highlights
Mr. Rajkumar Bafna, President – Finance, to step down effective December 31, 2025.
The resignation was formally tendered on December 3, 2025, and accepted by the company on December 12, 2025.
Departure is attributed to personal health issues linked to environmental conditions in Delhi.
Mr. Bafna is categorized as Senior Management Personnel (SMP) under SEBI Listing Regulations.
💼 Action for Investors
Investors should monitor the company's upcoming announcements regarding the appointment of a successor to ensure continuity in financial leadership. The clear personal reason provided for the resignation mitigates concerns regarding internal corporate governance issues.