Investor Presentation

Here's a concise, retail-friendly summary of Morepen Laboratories' investor presentation: Morepen Laboratories saw Q4 FY26 revenue jump 22% YoY to Rs 472 Cr, driven by 17% API growth and a strong 31% surge in Medical Devices.

Full FY26 revenue rose 8% to Rs 1703 Cr.

The company is strategically shifting to long-duration CDMO programs, securing a significant Rs 823 Cr multi-year mandate.

Manufacturing capacity is being expanded from ~500 KL to ~800 KL, targeting a 20%+ EBITDA profile.

Commercial production for these new CDMO projects has started.

In Q4 FY26, PAT soared 69% YoY to Rs 20 Cr, though EBITDA dipped 4% to Rs 32 Cr due to growth investments.

For FY26, PAT was Rs 66 Cr (down 20%) and EBITDA Rs 135 Cr (down 35%), affected by volatile API prices.

Management highlighted FY26 as a pivotal transition year, with new programs expected to boost operating leverage.