Q2 2025 Sun Pharmaceutical Industries Ltd Earnings Call Transcript
Key Points
- Sun Pharmaceuticals Industries Ltd (BOM:524715) reported a 10.5% increase in sales for Q2 FY25 compared to Q2 FY24, indicating strong business growth.
- The company's EBITDA for Q2 FY25 increased by 23.9% year-over-year, with EBITDA margins improving to 29.6%.
- Net profit after tax for Q2 FY25 rose by 28% over the previous year, showcasing robust financial performance.
- The India business recorded an 11% growth in sales, maintaining its position as the market leader with an 8.1% market share.
- The US business saw a 20.3% increase in sales over Q2 last year, driven by strong performance in the specialty segment.
- Other expenses increased to 32.3% of sales, attributed to higher selling and distribution costs.
- Revenue in the Rest of the World (ROW) markets declined by 3.5% over Q2 FY25, impacted by Japan price cuts.
- There is a delay in the start of some clinical studies, affecting R&D spending, which is below the company's guidance.
- The company faces ongoing litigation related to the Leqselvi product, which could impact its launch timeline and profitability.
- The emerging markets segment showed only a modest growth of 3.2% over Q2 last year, with currency fluctuations affecting performance.
Ladies and gentlemen, good day, and welcome to the Q2 FY25 earnings conference call of Sun Pharmaceutical Industries Limited. (Operator Instructions)
I now hand the conference over to Dr. Abhishek Sharma, Vice President, Head, Investor Relations and Strategic Projects. Thank you, and over to you, sir.
Thank you. Good evening, and a warm welcome to our second-quarter FY25 earnings call. I'm Abhishek from the Sun Pharma Investor Relations team. We hope you have received our Q2 financials and the press release that was sent out earlier in the day. These are also available on our website. We have with us Mr. Dilip Shanghvi, Chairman and Managing Director; Mr. C.S. Muralidharan, CFO; Mr. Abhay Gandhi, CEO, North America; and Mr. Kirti Ganorkar, CEO India Business.
Today, the team will provide an update on financial performance and business highlights for the quarter. Pipeline update and respond to any queries -- that any questions that you may have. We will refer to the
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