Q1 2025 Ajanta Pharma Ltd Earnings Call Transcript
Key Points
- Ajanta Pharma Ltd (BOM:532331) reported a 12% year-on-year growth in total revenue, reaching INR1,145 crores.
- The branded generics business saw a healthy growth of 17%, contributing significantly to the overall revenue.
- EBITDA margins expanded to 29%, reflecting operational excellence and efficiency.
- The company achieved a cash conversion ratio of 141%, indicating strong cash flow management.
- Ajanta Pharma Ltd (BOM:532331) launched nine new products in Q1 FY 2025, contributing to future growth potential.
- The Africa institution business experienced a sharp degrowth of 36% due to preponement of supplies in Q4 FY 2024.
- Personnel costs increased by 33%, partly due to a one-time charge for a change in gratuity policy.
- Gross margins, although improved, are expected to remain volatile due to changes in product mix and higher contributions from lower-margin businesses.
- The US generics business posted only a 7% growth, aligning with mid-single-digit guidance, indicating slower growth compared to other segments.
- Freight costs are expected to adversely impact the company by INR30 crores on an annualized basis.
Ladies and gentlemen, good day, and welcome to the Ajanta Pharma Q1 FY 2024 earning conference call.(Operator Instructions)
Please note that this conference is being recorded.
I now hand the conference over to Mr. Yogesh Agrawal, Managing Director of Ajanta Pharma Limited. Thank you, and over to you, Sir.
Thank you. Good evening, and welcome to all of you. With me, I have Mr. Rajesh Agrawal, our Joint Managing Director; Mr. Arvind Agrawal, our CFO; and Mr. Rajeev Agarwal, our AVP, Finance and Investor Relations. I hope that the results are already with you by now. We will take you through business-wise performance for the Q1 of the current year along with the comparison of the previous year same period.
FY 2025 started on a good note for Ajanta Pharma with notable achievements in first quarter sales, PAT, and EBITDA. Branded generics business saw a healthy growth of 17% on the back of our strategic approach and focused execution. Our consistent efforts yielded
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
