Sun Pharma Q4 FY26 Net Profit INR 27.1 Billion

The document is the transcript of Sun Pharma's Q4 FY26 Financial Results Conference Call, an earnings call held for analysts and investors.
The event was held on May 22, 2026, at 06:30 pm IST.
The stated purpose was to provide an update on the company's financial performance, business highlights for the quarter, and pipeline, and to respond to questions.
The call was scheduled after the earnings announcement for Q4 and full year FY26.
Management participants included:
Mr. Dilip Shanghvi, Chairman
Mr. Kirti Ganorkar, Managing Director
Mr. Aalok Shanghvi, Chief Operating Officer
Ms. Jayashree Satagopan, Chief Financial Officer
Mr. Richard Ascroft, CEO (North America)
Dr. Abhishek Sharma, Vice President and Head of Investor Relations and Strategic Projects (Moderator)
The company stated that the call recording and transcript would be put on the company's website shortly.
The company explicitly stated that the discussion might include forward-looking statements and that no questions would be taken regarding the recently announced acquisition of Organon & Company, as it remains a publicly listed company.

Q4 FY26 Performance: Sales were INR 145,598 million, up 13.6% YoY. EBITDA was INR 39,542 million (margin 27.1%). Net profit was INR 27,140 million (EPS INR 11.31).
Full Year FY26 Performance: Sales were INR 582 Billion, up 11.9%. EBITDA was INR 177,314 million (margin 30.3%). Adjusted net profit was INR 124,015 million.
Dividend: A final dividend of INR 5 per share was approved for FY26, in addition to an interim dividend of INR 11 per share, taking the total to INR 16 per share.
Business Unit Performance:
Global Innovative Medicine sales were $354 million in Q4 (up 20.1% YoY) and $1,420 million for FY26 (up 16.8%). Ilumya global sales were $796 million for the year.
India formulation sales were INR 48,359 million in Q4 (up 14.8% YoY). Sun Pharma is ranked #1 in the Indian pharma market with an 8.4% share.
U.S. formulation sales were $459 million in Q4. Innovative Medicines crossed $1 billion in the U.S. for the first time.
Guidance: The company expects high single-digit consolidated top-line growth for FY27. FY27 R&D spend is expected to be 6% to 7% of sales.
Acquisition Update: Regulatory filings for the acquisition of Organon & Company are in progress, with an expected completion in Q4 FY27.

The document was an attachment to a regulatory filing submitted pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015.
The document contained the full transcript of the earnings call, including the prepared management remarks and the complete Q&A session with analysts.
Significant financial data was disclosed and discussed in detail during the call.