Windlas Biotech Limited (WINDLAS) Earnings Call Transcripts

Windlas Biotech Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Windlas Biotech Limited reported a revenue of INR 238 crores, reflecting an 18% year-over-year increase, while full-year revenue reached INR 904 crores, up 19% YoY. The company achieved its highest post-listing EPS of INR 31.60, with a PAT of INR 83 crores for FY '26, marking a 9% increase. Management maintained a positive outlook, emphasizing ongoing investments in capacity and quality systems, while signaling potential growth in exports and injectables as key areas for future performance.

Reported metrics

Guidance from management

Management maintained a positive outlook for FY '27, focusing on enhancing operational efficiencies and expanding dosage forms. They indicated that Plant 6 is expected to contribute to revenue growth in H2 FY '27.

What management said

And there is one more factor, institutional, which is part of trade generics and institutional business, which is a bit lumpy in nature. So a couple of quarters, it's good, and there are other quarters when it's not that high. So a combination of these 2 factors. So short term, we can't really say. But long term, we continue to see -- have the exact same mindset and story that we have maintained for the trade generic...

So as Hitesh mentioned, we have gotten the regulatory approval from Philippines for our injectables plant. And we are continuously also working for GMP approval or the readiness and the preparedness is working, is it -- is on track. In terms of business, business is scaling. There was a lag earlier in terms of time line against what we were thinking. And we seem to be catching up in line with where we want it to be...

What analysts pressed on

Analysts expressed concerns regarding the impact of regulatory changes on the trade generics vertical, particularly related to codeine products. There were also questions about the company's capacity to meet future demand as growth accelerates.

Main topics on the call

• Strong Revenue Growth — Windlas Biotech achieved a revenue growth of 19% YoY for FY '26, totaling INR 904 crores, with Q4 revenue at INR 238 crores, up 18% YoY. Management stated, "this performance demonstrates our focus on scalability, durabil...
• Record EPS Achievement — The company reported its highest post-listing EPS of INR 31.60 for FY '26, indicating strong profitability. This was highlighted as a reflection of operating discipline and capital efficiency.
• CDMO Vertical Growth — The CDMO vertical saw a revenue increase of 20% YoY, contributing INR 664 crores in FY '26. Management noted, "our growing relevance as a dependable and agile manufacturing partner continues to strengthen our position wi...
• Export Revenue Surge — Export revenue grew by 40% to INR 46 crores in FY '26, with Q4 seeing a 67% increase YoY. Management views this as validation of their efforts towards regulatory approvals and product registrations.

Read the full Windlas Biotech Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 Windlas Biotech Limited earnings call transcripts on record, spanning February 9, 2024 to August 11, 2026. Based on this history, Windlas Biotech Limited reports annually. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

WINDLAS

Exchange

NSEI

Country

IN

Sector

Health Care

Industry

Life Sciences Tools and Services

Calls on record

5

First call

February 9, 2024

Most recent

August 11, 2026

Reporting cadence

annually