Torrent Pharmaceuticals Q4’25 Conference Call #conferencecall #concall #earningscall #torrentpharma #fundamental #fundamentals #future #futureoutlook

Here are the highlights from the Q4 FY25 earnings conference call of Torren Pharma:

1. Overall Performance:

• Strong performance in branded markets, contributing 73% of overall revenues.
• India business grew by 12% in Q4, while Brazil’s constant currency growth was 5%.
• US generic business grew by 15%, and Germany saw a 2% increase.

1. Financial Highlights:

• Revenues reached ₹2,959 crores, an 8% year-on-year increase.
• Operating EBITDA was ₹964 crores, up 9% year-on-year, with an operating EBITDA margin of 32.6%.
• A one-time impact of ₹17 crores on gross margins due to inventory revaluation was noted, with adjusted operating EBITDA growth at 11%.

1. India Business Insights:

• Revenue in India was ₹1,545 crores, with a 12% growth.
• Chronic business outperformed the market, growing at 14%.
• The company has 21 brands in the top 500 of the Indian Pharmaceutical Market (IPM), with 14 brands exceeding ₹100 crores in sales.

1. International Business Updates:

• Brazil’s branded generics market showed a 5% growth, with 63 molecules filed for ANVISA approval.
• Germany’s revenue was €31 million, with new tenders expected to boost sales in future quarters.
• The US market reported constant currency revenues of $35 million, up 10%.

1. Future Outlook:

• The company expects continued growth in India, with a focus on improving market share and new product launches.
• Anticipated double-digit growth in Brazil for FY26, despite currency fluctuations.
• The US market is expected to see more traction from new launches in FY27.

1. R&D Investments:

• R&D spending is expected to increase, focusing on complex products in the US and India.
• The company aims to enhance its product pipeline with more complex and higher-value products.

1. Market Dynamics:

• The insulin business reported ₹75 crores in Q4, with expectations to maintain this run rate.
• The semaglutide market in Brazil is projected to grow significantly, with competition expected post-patent expiration.

1. Dividend Announcement:

• The board recommended a final dividend of ₹6 per equity share.

1. Operational Expansion:

• Field force strength in India increased to 6,400, with plans for further expansion.
• Brazil currently has 330 Medical Representatives (MRs), with no immediate plans for further additions.

1. Closing Remarks:
   • The management expressed optimism about future growth and reiterated their commitment to enhancing market presence and product offerings.

The call concluded with an invitation for further questions and a note of thanks to participants.

Disclamer – The conference call/presentation materials/information’s used in this video are copyright material of the company and have been fairly used solely for educational purposes. The information shared in this video is for educational purposes only and should not be considered as financial advice. Investing in the stock market carries risks, and it’s crucial to conduct your own research or consult with a qualified financial advisor before making any investment decisions.

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