Ajanta Pharma Q2 FY26 Profit Rises 20%, Declares ₹28 Interim Dividend per Share

Mumbai, November 3, 2025 – Ajanta Pharma Limited (NSE: AJANTPHARM | BSE: 532331) has declared the financial performance report for the second quarter of the current financial year (Q2 FY26). The company has reported a 20% increase in consolidated net profit to ₹260 crore (year-on-year). This is driven by robust growth across branded generics (domestic and US markets).

In addition, the board has declared an interim dividend of ₹28 per share (on a face value of ₹2 per share), aggregating to ₹349.82 crore. The record date for the dividend is November 10, 2025, and the payments are scheduled for November 20, 2025.

Key Financial Performance (Consolidated)

The company reported strong growth for Q2 FY26, with revenue rising 14% YoY to ₹1,354 crore, driven by healthy order execution. EBITDA grew 5% to ₹328 crore, though the margin dipped slightly to 24% from 26% due to forex losses. Adjusted EBITDA (excl. MTM) rose 9% YoY to ₹369 crore, while PAT surged 20% to ₹260 crore, reflecting improved operational efficiency. For H1 FY26, revenue and PAT increased 14% and 12% YoY, respectively, with PAT margin improving to 22%.

Segment-Wise Revenue 

The company’s Q2 FY26 segmental revenue rose 15% YoY to ₹1,339 crore, driven primarily by robust growth in the US Generics division, which surged 48% YoY and contributed 25% of total revenue.

Branded Generics in India and Asia also showed healthy growth of 12% and 5%, respectively, together forming over 55% of total sales. However, the African institutional segment declined 25% YoY. For H1 FY26, total revenue grew 14% YoY to ₹2,628 crore, reflecting broad-based performance across geographies.

Operational Highlights

The expenses incurred on research and development were ₹119 crore for the first half of the current financial year, which is approximately 5% of the total revenue. The ROCE (Return on Capital Employed) remained quite strong (around 30%). The company currently has 50 commercialized ANDAs ( Abbreviated New Drug Application) and 22 pending approvals in the US with the USFDA.

Stock Price Movement

The shares of Ajanta Pharma closed at ₹2535 per share (2.83% higher than the previous day). The stock moved strongly after the earnings announcement (in the afternoon). Almost 70% of the total volume (over 2 lakh shares traded) exchanged hands in the afternoon session. The high-low range for the day was ₹2557.90 and ₹2462.40.

Ajanta Pharma Limited is a specialty pharma company with a diversified presence in different markets, including India, the US, and Africa. The company primarily deals in branded generics and has seven world-class production facilities. Ajanta Pharma employs 5600 professionals globally. Around 50% of its products are first-to-market in their segments. The company has a rich history of spending a major part of its revenue in research and development for therapeutic leadership.

REF: https://nsearchives.nseindia.com/corporate/PRACHI_03112025132314_BMOutcome03112025.pdf

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