Q2 2025 Strides Pharma Science Ltd Earnings Call Transcript
Key Points
- Strides Pharma Science Ltd (BOM:532531) reported its highest ever EBITDA at INR236 crores, indicating strong financial performance.
- The company has successfully relaunched products from the dormant portfolio acquired from Endo, significantly improving US revenues.
- Strides Pharma Science Ltd (BOM:532531) has increased its commercialized products to 71, with new product approvals contributing to growth.
- The company is on track to meet its guidance, with revenues trending strongly at 17% growth.
- Strides Pharma Science Ltd (BOM:532531) has reduced its net debt to INR1902 crores, showing effective debt management and operational efficiencies.
- There was a slight reduction in gross margin due to the growth of the access market, which is a low-margin segment.
- The growth in other regulated markets, particularly continental Europe, has been slower than expected.
- The company faces delays in product launches in Europe due to longer-than-anticipated partner action times.
- Strides Pharma Science Ltd (BOM:532531) is currently investing heavily in new markets like Africa and MENA, which may take time to yield returns.
- The company's net interest costs are impacted by interest income on tax refunds, which may not be sustainable in the long term.
Ladies and gentlemen, good day and welcome to Strides Pharma Science Limited Q2 and H1 FY25 earnings conference call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Abhishek Singhal. Thank you and over to you, sir.
Thank you very good afternoon and thank you for joining us today for strides earnings call for the second quarter and half year ended financial year 2025.
Today we have with us, our own founder and executive Chairman Badree, Managing Director and Group CEO; and Vikesh Kumar, Group CFO to share the highlights of the business and financials for the quarter. I hope you've gone through our research and the quarterly minister position that have been uploaded on our website as well as Stock exchange website.
The transcript of this call
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