Akums Drugs & Pharmaceuticals Ltd (AKUMS) announced its consolidated financial results for the quarter ended September 30, 2026. The company reported a 31.9% year-on-year revenue growth to ₹1,342 crore, driven by its Contract Development and Manufacturing Organisation (CDMO) business. The EBITDA surged by 106% to ₹195 crore, while Profit After Tax (PAT) jumped by 168% to ₹115 crore. The company’s strong performance was supported by robust demand and improved operating performance.

Revenue and Profitability

For Q2 FY27, Akums’ revenue stood at ₹1,342 crore, compared to ₹1,018 crore in the same quarter last year. The EBITDA margin improved to 14.5% from 9.3% in Q2 FY26. The PAT margin also improved to 8.4% from 4.1%. The company’s focus on operational excellence and consistent quality has paid off, leading to significant growth in both revenue and profitability.

CDMO Business Performance

The CDMO business continued to be the key growth driver, reporting a year-on-year revenue growth of 38.6% to ₹1,115 crore. CDMO EBITDA increased by 99.6% to ₹168 crore, reflecting sustained demand and increasing penetration in the Indian pharma market. The company’s efforts to expand its manufacturing capabilities and product pipeline are paying off, as evidenced by its robust performance in the CDMO segment.

As a result, Akums remains committed to strengthening its position as India’s largest CDMO player and expanding its global footprint. The company’s focus on building long-term relationships based on trust and operational excellence will continue to drive its growth in the future.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Akums Drugs and Pharmaceuticals Limited

Akums Drugs and Pharmaceuticals Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.

Akums posts a 10.0% three-month gain, but softens in the last few weeks. Thin margins at 6.5% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock gives back 5.2% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Both the business and the stock move in the right direction. Revenue grows at 7.0%, profits at 39.1%, and the PEG sits at 0.98 — below its growth rate. That combination is rare. Check Fundamentals of Akums Drugs and Pharmaceuticals Limited.

Lupin Limited (LUPIN) today announced that it has received approval from the United States Food and Drug Administration for its Abbreviated New Drug Applications for Amifampridine Tablets, 10 mg. This marks a significant milestone as Lupin is now eligible for 180 days of shared generic exclusivity. The tablets are bioequivalent to the reference listed drug (RLD), Firdapse® Tablets, 10 mg, of Catalyst Pharmaceuticals, Inc., for the indication in the approved labeling.

Global Pharmaceutical Leader

Lupin Limited, a global pharmaceutical leader headquartered in Mumbai, India, has a strong presence across the U.S., Other Developed Markets, and Emerging Markets. The company’s diversified portfolio spans generics, complex generics, specialty medicines, and biosimilars. With 15 state-of-the-art manufacturing facilities and 6 research centers, Lupin continues to strengthen its market position through a differentiated portfolio.

Commitment to Innovation

Lupin maintains strong leadership in the U.S. and India across core therapeutic areas, including cardiovascular, respiratory, diabetes, gastrointestinal, and women’s health. The company’s dedication to innovation and sustainability is evident through its expansion into diagnostics, digital health, patient-support programs, and disease management initiatives. This latest FDA approval further underscores Lupin’s commitment to enhancing global healthcare access.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Lupin Limited

Lupin Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.

Lupin drops 19.7% over three months and trades near its 52-week lows. The PEG of 0.12 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. The business compounds revenue at 19.1% and profits at 131.5% CAGR. That is strong double-digit growth on both counts. The stock sits at 10% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. The business compounds at 19.1% revenue and 131.5% profit CAGR, with D/E of 0.32. Yet the stock drops 19.7% in three months. The business does not deteriorate — the stock does. That gap is what long-term investors look for. Check Fundamentals of Lupin Limited.

Granules India Limited (GRANULES), a vertically integrated pharmaceutical company, announced its financial results for the quarter ended September 30, 2026. The company reported a revenue from operations of INR 15,600 Mn, marking a 20% year-on-year growth. EBITDA stood at INR 3,376 Mn, up 21% YoY, while PBT and PAT increased by 38% and 39% YoY to INR 2,434 Mn and INR 1,818 Mn respectively.

Financial Summary

The financial performance highlights include:

• Revenue from Operations: INR 15,600 Mn, up 20% YoY
• EBITDA: INR 3,376 Mn, up 21% YoY
• PBT: INR 2,434 Mn, up 38% YoY
• PAT: INR 1,818 Mn, up 39% YoY

Operational Insights

The company’s revenue share from North America decreased to 72% in Q2FY27 from 76% in Q2FY26, while Europe’s share increased to 16% from 12%. Finished dosages, API, PFI, and peptides CDMO contributed 73%, 13%, 10%, and 3% of revenue respectively. The Return on Capital Employed (ROCE) remained at 17.6%, consistent with FY26. The company ended the quarter with a net cash position of INR 8,280 million, compared to net debt of INR 1,012 million in Q1 FY27.

Forward-Looking Statement

Dr. Krishna Prasad Chigurupati, Chairman & Managing Director of Granules India Limited, commented, “Our quarterly revenue has crossed ₹1500 Cr in Q2 FY27 with EBITDA of ₹338 Cr, despite higher input and logistics costs from tensions in West Asia. We filed two potential first-to-file ANDAs in H1, making it a total of three potential first-to-file ANDAs. With the balance warrant proceeds received, we hold net cash of ₹828 Cr to invest in R&D, manufacturing, and quality.”

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Granules India Limited

Granules India Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.

Granules holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG stands at 6.40 — severely stretched. Any earnings miss could trigger a sharp de-rating. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock trades at 75% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The stock rises -6.3% in three months on 5.9% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Granules India Limited.