Bajaj Healthcare Ltd

Shreekumar Shankarnarayan Nair holds a bachelor of science degree from SIES College, Mumbai, along with a Diploma in Materials Management from Mumbai University. He brings over 40 years of extensive leadership experience in the pharmaceutical industry, having served in senior roles at Alembic and Glenmark. His distinguished career reflects a consistent excellence in operational management, process optimization, and supply chain transformation. His deep expertise and proven track record will play a pivotal role in driving our organization towards greater efficiency and enhanced performance. Bajaj Healthcare specializes in manufacturing of intermediates, API, formulations & Nutraceuticals. The company has state-of-art manufacturing facilities of APIs, intermediates and formulations. These facilities are designed to meet the requirements of both advanced as well as emerging market opportunities. The company's standalone net profit jumped 17.56% to Rs 11.11 crore on 11.13% rise in revenue from operations to Rs 147.91 crore in Q2 FY26 over Q2 FY25. The scrip rose 0.06% to end at Rs 425.65 on the BSE.Powered by Capital Market - Live

Profit before tax stood at Rs 15.96 crore in Q2 FY26, up 28.29% from Rs 12.44 crore in Q2 FY25. EBITDA stood at Rs 28.6 crore in the quarter ended 30 September 2025, up 5.41% year on year (YoY). The EBITDA margin declined to 19.1% in Q2 FY26, as against 20% posted in Q2 FY25. API (Domestic) revenue declined 5.40% year-on-year to Rs 76.27 crore in Q2 FY26 from Rs 80.63 crore in Q2 FY25. However, API (Exports) recorded a strong growth of 66.88%, rising to Rs 48.73 crore from Rs 29.2 crore in the same period last year. Revenue from Formulations fell slightly by 1.50% to Rs 22.91 crore compared to Rs 23.26 crore in Q2 FY25. On a half-year basis, the company's net profit jumped 38.19% to Rs 22.94 crore on 11.83% rise in revenue from operations to Rs 296.75 crore in H1 FY26 over H1 FY25. Anil Jain, MD, said, 'Our Q2 FY26 performance underscores the resilience of our operations and the strength of our strategic execution, despite ongoing tariff tensions and global uncertainty. Revenue from operations grew 11% year-on-year. Sequentially, gross margin expanded by 462 basis points to 50.8%, while EBITDA margin improved by 217 basis points to 19.1%, resulting in profit from continuing operations growing by a strong 49% year-on-year and reaffirming our focus on sustainable earnings growth. This improvement in margins and profitability was driven by strong growth in exports (up 67% year-on-year) and formulations during the quarter. While pricing pressure persists in the domestic API segment, we continue to pursue opportunities in high-margin products to support long-term margin stability. On the regulatory front, we continue to strengthen our global compliance framework and advance product registrations across key geographies. Our focus remains on expanding our presence in regulated markets and aligning our pipeline with high-value therapeutic areas that offer long-term growth potential. With a strong foundation, enhanced regulatory preparedness, and continued investment in R&D, we are well-positioned to sustain growth momentum and drive expansion across our API and formulations businesses. We have also strengthened our key management people with industry leaders across key divisions, enabling us to achieve sustainable and scalable growth. We remain committed to creating long-term value for the healthcare ecosystem and our stakeholders.' Bajaj Healthcare a leading Manufacturer of APIs, Intermediates and Formulations. Established in the year 1993. It specializes in manufacturing of intermediates, API, formulations & Nutraceuticals. The Company has state-of-art manufacturing facilities of APIs, intermediates and formulations. These facilities are designed to meet the requirements of both advanced as well as emerging market opportunities. BHL has a strong presence globally in countries like Europe, USA, Australia, Middle East and South America. Shares of Bajaj Healthcare fell 2.23% to Rs 460 on the BSE. Powered by Capital Market - Live

Net profit of Bajaj Healthcare rose 17.44% to Rs 11.11 crore in the quarter ended September 2025 as against Rs 9.46 crore during the previous quarter ended September 2024. Sales rose 11.14% to Rs 147.91 crore in the quarter ended September 2025 as against Rs 133.09 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales147.91133.09 11 OPM %18.2218.42 - PBDT23.0419.25 20 PBT15.9612.44 28 NP11.119.46 17 Powered by Capital Market - Live

Bajaj Healthcare will hold a meeting of the Board of Directors of the Company on 17 October 2025.Powered by Capital Market - Live

Bajaj Healthcare has fixed 19 September 2025 as record date for payment of final dividend of Re 1 per equity share for FY 2024-25. Powered by Capital Market - Live

Bajaj Healthcare announced that the Annual General Meeting(AGM) of the company will be held on 26 September 2025.Powered by Capital Market - Live

Bajaj Healthcare has fixed 19 September 2025 as record date for the purpose of determining the eligibility of shareholders for payment of the final dividend, if declared.Powered by Capital Market - Live

Bajaj Healthcare has appointed Sandeep Shah as an Additional Director (Non-Executive Non-Independent Director Category) of the Company, with effect from 18 August 2025, whose office shall be liable to retire by rotation, subject to the approval of the shareholders of the Company.Powered by Capital Market - Live

Securities in F&O Ban: RBL Bank shares are banned from F&O trading on 29 July 2025. Upcoming Results: Amber Enterprises India, Larsen & Toubro, Asian Paints, Allied Blenders and Distillers, Varun Beverages, Welspun Corp, NTPC, ASK Automotive, Bank of India, Blue Dart Express, Craftsman Automation, Dilip Buildcon, Deepak Fertilizers & Petrochemicals Corporation, Gabriel India, Strides Pharma, Gateway Distriparks, GMR Airports, Greenply Industries, GE Vernova T&D India, Happiest Minds Technologies will declare their quarterly result later today. Stocks to Watch: Bajaj Healthcare's standalone jumped 51.7% to Rs 12.17 crore on 12.5% increase in net sales to Rs 148.84 crore in Q1 FY26 over Q1 FY25. Quess Corp reported a 3.75% jump in consolidated net profit to Rs 50.90 crore on 1.8% increase in revenue from operations to Rs 3651.41 crore in Q1 FY26 over Q1 FY25. Waaree Energies' consolidated net profit jumped 89.1% to Rs 745.20 crore in Q1 FY26, compared with Rs 394.14 crore in Q1 FY25. Net sales increased 29.8% YoY to Rs 4425.83 crore in Q1 June 2025. RailTel Corporation of India reported a 3.6% increase in standalone net profit to Rs 63.57 crore on 33.3% jump in net sales to Rs 743.81 crore in Q1 FY26 over Q1 FY25. Mazagaon Dock Shipbuilders' consolidated net profit declined 35% to Rs 425.15 crore in Q1 FY26, compared with Rs 696.10 crore in Q1 FY25. Net sales jumped 11.4% YoY to Rs 2,625.59 crore in Q1 FY26. Indusind Bank reported a 68.21% decline in standalone net profit to Rs 684.25 crore on 3.79% fall in total income to Rs 14,420.12 crore in Q1 FY26 over Q1 FY25.Powered by Capital Market - Live

Net profit of Bajaj Healthcare rose 65.92% to Rs 11.83 crore in the quarter ended June 2025 as against Rs 7.13 crore during the previous quarter ended June 2024. Sales rose 12.54% to Rs 148.84 crore in the quarter ended June 2025 as against Rs 132.25 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales148.84132.25 13 OPM %16.4718.53 - PBDT20.1616.91 19 PBT14.5210.18 43 NP11.837.13 66 Powered by Capital Market - Live