• The document is a transcript of the Q4 FY '26 Earnings Conference Call held on Tuesday, May 26, 2026, hosted by Systematix Shares & Stock Limited. The call discussed the company's financial performance for Quarter-IV and Financial Year 2025-26, ended March 31, 2026.
  • The event was an earnings conference call held after the results announcement. Management participants included:
  • Mr. Manish Dhanuka – Managing Director
  • Mr. Mridul Dhanuka – Whole-Time Director
  • Mr. Sunil Kumar Gupta – Chief Financial Officer
  • Mr. Nishant Dalal – Vice President, Finance
  • Mr. Kapil Dayya – Company Secretary
  • The company confirmed that no Unpublished Price Sensitive Information (UPSI) was shared or discussed during the call.
  • The transcript of the call has been made available on the company's website at https://www.orchidpharma.com/invr_conferencecalls.html as required under Regulation 46 of SEBI LODR Regulations.
  • Financial highlights discussed during the call:
  • Q4 FY26 standalone revenue: INR238 crores (vs. INR237 crores in Q4 FY25)
  • Q4 FY26 EBITDA: INR42.3 crores (vs. INR40 crores in Q4 FY25)
  • Full year FY26 standalone revenue: INR811 crores (vs. INR922 crores in FY25)
  • Full year FY26 EBITDA: INR101 crores (vs. INR155 crores in FY25)
  • Strategic updates and forward-looking statements included:
  • Dhanuka Laboratories merger awaiting formal written order from court, expected to contribute 1-2% EBITDA margin expansion
  • 7ACA project on track for commissioning in Q1 calendar year 2027
  • Exblifep showing 4x quarter-over-quarter sales growth in Europe
  • Cefiderocol facility commissioning expected by end of calendar year 2026
  • Plans to invest ~INR50 crores in fill-finish capabilities for US market
  • Targetting 5-6 sterile product launches for US market addressing ~$1.2 billion opportunity
  • FY27 base business growth target: 10-15%
  • FY27 base business EBITDA margin target: ~12%

Additional Notes Section

  • The document includes the full transcript of the earnings conference call with analyst Q&A session.
  • The company submitted this transcript to the stock exchanges pursuant to Regulation 30 and Schedule III of SEBI LODR Regulations, referencing SEBI Master Circular No. SEBI/HO/49/14/14(7)2025-CFD-POD2/I/3762/2026 dated January 30, 2026.
  • The audio recording of the call was previously submitted via letter dated May 26, 2026.
  • No financial data was disclosed in the announcement itself beyond what was already reported in the earnings; the transcript contains detailed discussion of already-published results.