Akums Drugs and Pharmaceuticals Ltd

Meeting Details

• Date & time: 2 September 2026, 02:00 PM IST
• Type and mode: Group meet, physical at Hyatt Santacruz East, Mumbai

Participants

• Key company participants: Company Secretary & Compliance Officer

Purpose

• Purpose: investor/analyst meet to discuss company updates

Meeting Details

• Meeting date: August 25, 2026; physical investor/analyst meet at Trident, Mumbai.
• Company participation cancelled due to medical reasons.

Meeting Details

• Date and time: 25 August 2026, 09:00 AM IST.
• Type/Mode: Group meet, physical.
• Event: Antique Healthcare Investor Conference.

Participants

• Key company participants: not specified.

Purpose

• Purpose: investor/analyst meeting with Akums.

Additional Notes

• Disclosure updated on the company's website.

Meeting Details

• Date and time: August 10, 2026 at 12:00 IST.
• Type and mode: group investor conference call.
• Event/organiser: 1QFY27 earnings conference call hosted by Ambit Capital.
• Key company participants: MDs, CFO, Head Strategy, Head Investor Relations.
• Purpose: discussion of unaudited Q1 FY27 results.
• Recording: conference call was recorded; transcript may be available.
• Transcript availability: transcript on the company website.

Meeting Details

• Date & time: 14 August 2026, 09:00 IST.
• Type & mode: Group meet, physical.
• Event: Emkay Confluence 2026 – India: Full Throttle Ahead.
• Venue: Grand Hyatt, Mumbai.
• Company participants: not specified.
• Purpose: investor/analyst interaction.

Meeting Details

• Date and time: August 10, 2026 at 12:00 PM IST.
• Type and mode: Group conference call (virtual).
• Event/organiser: Investors/Analysts Conference Call for Q1 FY27 results.
• Key company participants: not specified.
• Purpose: Discuss un-audited Q1 FY27 results for quarter ended June 30, 2026.
• Availability: Audio recording released; transcript to be shared with exchanges and uploaded on website.

Publication of results via newspaper ads

• Newspaper ads published Aug 9, 2026 link to unaudited Q1 2026-27 results via QR code.
• Board approved the quarter's unaudited results at the Aug 8, 2026 meeting.
• Ads appear in Financial Express (English, New Delhi) and Jansatta (Hindi, New Delhi).
• QR code provides direct access to standalone and consolidated results.
• Results disclosed on the company's website.
• Publication complies with SEBI LODR Regulation 47.

Monitoring Agency Update

• Net proceeds updated to Rs 6,421.80 million after reallocation.
• Board-approved reallocation of unutilised expenses (Feb 13, 2026).
• Repayment of company indebtedness: Rs 1,599.10 million.
• Repayment for subsidiaries Maxcure Nutravedics and Pure & Cure: Rs 2,270.90 million.
• Funding incremental working capital: Rs 550.00 million.
• Pursuing inorganic growth acquisitions: Rs 301.80 million (revised from 278.70).
• General corporate purposes: Rs 1,700.00 million.
• Quarter utilization: Rs 48.10 million; total utilised Rs 6,421.80 million.
• Delay in inorganic growth implementation; fully utilized by Jun-2026 quarter.
• Public offer account balance: Rs 0.98 million.

Financial Highlights

• Revenue 1,167 cr; YoY +13.9%; EBITDA 175 cr; margin 15.0%; PAT 101 cr; margin 8.4%.
• CDMO revenue share 82.6%; Domestic Branded 9.9%; Intl Branded 3.0%; API 2.7%; Trade Generics 1.8%.

Strategic Actions & Growth

• Oriflame India manufacturing business acquired for Rs 56 crore; Noida and Roorkee facilities.
• CDMO double-digit volume growth; capacity utilization improved to 50%.
• Domestic branded growth 7%; margins pressured by expanded field force.
• International branded segment muted; expected to recover with geography-driven strategy.
• API prices rose in Q1; volatility anticipated in Q2.
• Trade Generics turning EBITDA positive; API losses curtailed significantly.
• Oriflame acquisition expands skincare/wellness capacity; halal-certified exports.

Risks & Outlook

• Volatility in API pricing; marketing segments muted; recovery expected in near term.

Q1 FY27 highlights

• Consolidated revenue for quarter ended June 30, 2026: ₹1,167 crore, up 13.9% YoY.
• EBITDA ₹175 crore, 15.0% margin, up from ₹129 crore and 12.6% in Q1 FY26.
• PAT ₹101 crore; PAT margin 8.4%, vs ₹65 crore and 6.2% in Q1 FY26.
• CDMO revenue ₹964 crore, up from ₹813 crore; CDMO EBITDA ₹163 crore, up from ₹119 crore.
• CDMO EBITDA growth 36.8% YoY; supported by volume growth and API price improvements.
• CDMO remains key growth driver; company focusing on leadership, high-value capabilities, and operational excellence.