Ajanta Pharma Ltd (BOM:532331)
₹ 2840.05 -15.35 (-0.54%) Market Cap: 354.76 Bil Enterprise Value: 347.51 Bil PE Ratio: 40.83 PB Ratio: 9.65 GF Score: 99/100
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Q2 2025 Ajanta Pharma Ltd Earnings Call Transcript

Oct 28, 2024 / 11:00 AM GMT
Release Date Price: ₹2921.1 (-1.68%)

Key Points

Positve
  • Ajanta Pharma Ltd (BOM:532331) reported a healthy revenue growth of 15% in Q2 FY 2025, driven by strong performance across its business verticals.
  • The Branded Generics business, which constitutes a significant portion of the company's revenue, grew by 20% during the quarter.
  • The company achieved a cash conversion ratio of 121%, indicating efficient management of its working capital cycle.
  • Ajanta Pharma Ltd (BOM:532331) declared an interim dividend of INR28 per share, reflecting a strong commitment to shareholder returns.
  • The company's gross margin improved by 200 basis points to 77% in H1 FY 2025, supported by a higher contribution from the Branded Generics segment.
Negative
  • The US Generics segment experienced a slight decline in sales by 2% in Q2 FY 2025, reflecting ongoing challenges in this market.
  • Ajanta Pharma Ltd (BOM:532331) reported an increase in personnel costs by 25% in H1 FY 2025, partly due to a one-time charge related to a change in gratuity policy.
  • The company's US Institution business remains unpredictable due to reliance on procurement agencies' schedules and funding.
  • Forex losses impacted other expenses, with a notional loss of INR26 crore in Q2 FY 2025.
  • The company anticipates a tapering of growth in the Africa region in the second half of FY 2025, which may affect overall revenue growth.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AJPH.NS - Ajanta Pharma Ltd
Q2 2025 Ajanta Pharma Ltd Earnings Call
Oct 28, 2024 / 11:00AM GMT

=====================
Conference Call Participants
=====================
* Yogesh Agrawal
* Rajesh Agrawal
* Arvind Agrawal
* Sudarshan Padmanabhan
* Foram Parekh
* Ankush Mahajan
* Abdulkader Puranwala
* Kunal Randeria
* Tushar Manudhane
* Rashmi Sancheti
* Vishal Manchanda
* Shrikant Akolkar

=====================
Presentation
--------------------------------------------------------------------------------
Operator [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day, and welcome to Ajanta Pharma Q2 FY 2025 Earnings 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.

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