Quarterly & Annual Financial Results

Akums Reports Strong Q4FY26 Performance; Adj. PAT Jumps 135% YoY

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akums

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Akums Drugs & Pharmaceuticals Limited reported healthy Q4FY26 and FY26 financial performance driven by strong growth in its domestic CDMO business. The company posted double-digit EBITDA growth, margin expansion, and sharp improvement in adjusted profitability while also announcing final and special dividends.

PRICE-SENSITIVE TRIGGER

Event: Announcement of audited Q4FY26 and FY26 financial results along with dividend recommendation

Type: Quarterly & Annual Financial Results

Impact: Positive

Immediate Effect: The company reported strong operational improvement, significant EBITDA growth, and sharp expansion in adjusted profitability led by core CDMO operations.

Key Metrics:

Q4FY26 Highlights:

Revenue from operations stood at ₹1,158 crore, up 9.7% YoY
Adjusted EBITDA increased to ₹152 crore, up 61.6% YoY
Adjusted EBITDA Margin improved to 13.1% from 8.9%
Adjusted PAT rose to ₹83 crore, up 135% YoY
Adjusted PAT Margin improved to 7.0% from 3.3%
CDMO revenue increased to ₹952 crore from ₹840 crore
CDMO EBITDA increased 54.9% YoY to ₹137 crore

FY26 Highlights:

FY26 revenue stood at ₹4,359 crore, up 5.9% YoY
Adjusted EBITDA increased to ₹522 crore, up 13.3% YoY
Adjusted PAT grew to ₹276 crore, up 27.3% YoY
Domestic Branded Formulations revenue rose to ₹446 crore
International Branded Formulation revenue remained stable at ₹143 crore
Trade Generics EBITDA turned positive in Q4FY26

Dividend Announcement:

Final dividend recommended: ₹1 per share
Special dividend recommended: ₹2 per share

Highlight:

Adjusted PAT surged 135% YoY in Q4FY26 with strong margin expansion across core operations.

What Happened ?

Akums Drugs & Pharmaceuticals Limited announced audited Q4FY26 and FY26 results reporting healthy growth in revenue, EBITDA, and profitability. The performance was largely driven by strong execution in the CDMO segment, better capacity utilization, operational efficiencies, and stable domestic formulation demand.

The company also highlighted progress in international expansion, including first commercial supplies to Europe, UK MHRA approval for Rivaroxaban, Brazil ANVISA approval for injectable facilities, and commencement of its Zambia pharmaceutical project.

key highlights

Segment Performance:

CDMO remained the primary growth engine during Q4FY26
Domestic Branded Formulations business remained stable
International Branded Formulations showed flat annual revenue but improved EBITDA
Trade Generics business returned to positive EBITDA territory in Q4FY26
API business continued to face pricing pressure and reported operating losses

Operational & Startegic Updates:

First commercial formulation supply to Europe completed
EU GMP certifications received for Oral Solids and Oral Liquids facilities
UK MHRA approval received for Rivaroxaban
Brazil ANVISA approval received for injectable plant
Ground-breaking ceremony conducted for Zambia pharmaceutical facility

Note:

Management indicated continued focus on automation, digitization, capacity utilization, and operational discipline for long-term growth.

Risk Analysis

Key Risks:

API segment continues to face pricing pressure
Margin sensitivity in export markets
Dependence on CDMO growth momentum
Regulatory approval and compliance risks in international markets

Worst Case Scenario:

If API pricing pressure intensifies further or export market demand weakens, profitability growth could moderate despite strong domestic CDMO execution.

Risk Level: Medium

Company Commentary

Management stated FY26 was a year of steady progress with healthy growth in revenue and profitability
Akums highlighted continued focus on capability building and operational efficiency
The company emphasized strong domestic performance and international regulatory milestones
Management said digitization and automation initiatives are expected to create long-term value

Official Exchange Filing: Akums Drugs & Pharmaceuticals Limited