Granules India to host IIFL webinar on transformation journey Sep 29
- Granules India hosts IIFL Capital webinar on September 29, 2026
- Formulations contribute ~75% of revenue; legacy-5 share drops to <50%
- Peptide CDMO platform targets $100 million revenue in 4-5 years
- Oncology segment explores 180-day exclusivity opportunities from FY28

*this image is generated using AI for illustrative purposes only.
Granules India will host a webinar with IIFL Capital on September 29, 2026, at 4:30 pm IST to discuss its corporate transformation journey.
The session aims to provide insights into the company's strategic pivot beyond legacy generics. Formulations now account for approximately 75% of revenue, marking a significant shift from the legacy-5 portfolio which has reduced to under 50% of revenue in FY26 from roughly 85% in FY23.
Strategic growth engines
The company identified five key pillars driving its next phase of growth:
- Controlled substances: Focus on sustaining momentum in a regulated market with structural barriers like DEA quotas.
- Complex formulations & injectables: Roadmap for complex products to reshape portfolio and margins.
- Oncology: Monetisation of existing gross block and product pipeline, including potential 180-day exclusivity opportunities from FY28.
- FTF opportunities: Assessment of first-to-file/Para IV pipeline size and quality.
- Peptide CDMO: Building platform through Senn with a targeted $100 million revenue opportunity over the next 4-5 years.
Webinar details
| Detail | Information |
|---|---|
| Date | September 29, 2026 |
| Time | 4:30 pm IST |
| Organizer | IIFL Capital |
| Topic | Granules India 2.0 Transformation |
The interaction will feature Granules' promoter and senior management team. Registration is open for investors seeking clarity on how the evolving business mix translates into revenue growth and margin expansion over the next 3-5 years.
Historical Stock Returns for Granules
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +1.83% | -0.20% | +1.56% | +43.26% | +63.65% | +169.93% |
How will the targeted $100 million peptide CDMO revenue via Senn impact Granules India's overall margin profile compared to its legacy generics business?
What specific regulatory or competitive risks could hinder the realization of 180-day exclusivity opportunities in oncology starting FY28?
How does the structural barrier of DEA quotas affect the scalability and long-term sustainability of the controlled substances segment?


































