Gufic Biosciences Q1FY27 Concall: Margins, CapEx & Revenue Guidance

Gufic Biosciences has uploaded the audio recording of its earnings conference call for the first quarter of FY27. The call was held on June 01, 2026, at 04:30 p.m., and the recording is now accessible on the company's official website. This move allows stakeholders to listen to the management's discussion regarding the quarterly performance. The disclosure was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, which mandates timely disclosure of material events to ensure transparency across stock exchanges.

The audio file can be accessed directly through a specific link hosted on the company's portal. While the audio is currently available, the company indicated that a written transcript of the proceedings is being prepared and will be submitted to the exchanges in due course. The filing was authenticated by Ami Shah, Company Secretary & Compliance Officer of Gufic Biosciences, and was addressed to BSE Limited and National Stock Exchange of India Limited.

Key Call Details

The following table summarises the key details of the earnings conference call:

Detail:	Information
Event:	Earnings Conference Call Audio Recording
Financial Period:	Q1FY27
Date of Call:	June 01, 2026
Time:	04:30 p.m.
Regulation:	Regulation 30 of SEBI (LODR) Regulations, 2015

Management Guidance Highlights

During the concall, the management provided forward-looking guidance across key operational and financial parameters. The company's CFO, Mr. Devkinandan Roonghta, outlined expectations for margin expansion and capital discipline over the coming years. The guidance reflects a focus on profitability improvement through product and geography mix optimisation.

The following table captures the key guidance shared by the management:

Guidance Parameter:	Details
Revenue Growth:	15% year-over-year increase targeted
EBITDA Margin (FY2027):	~18%, expected to increase by 0.50%-1% annually
EBITDA Margin Target (by 2030):	Exceeding 20%
Gross Margin Improvement:	0.50%-1% annually, driven by product and geography mix
Greenfield CapEx:	None foreseen for the next two years
Replacement CapEx:	~INR20 crore annually for business continuity
Gross Debt:	Expected to remain around INR400 crore

Capital Expenditure and Debt Outlook

On the capital expenditure front, the management stated that no greenfield CapEx is foreseen for the next two years, with only replacement CapEx of approximately INR20 crore annually planned for business continuity. Gross debt is expected to remain around INR400 crore, as additional working capital will be required to support top-line growth. This disciplined approach to capital allocation underscores the company's intent to grow profitably while managing leverage.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+3.67%	+13.52%	+27.18%	+4.19%	-1.13%	+87.88%

Gufic Biosciences reported a total revenue of ₹252.1 crore for the quarter ended March 31, 2026 (Q4 FY26), marking an increase from ₹205 crore in Q4 FY25. The company achieved a Profit After Tax (PAT) of ₹20.6 crore for the quarter, compared to ₹8 crore in the corresponding period of the previous year. For the full financial year FY26, the company recorded a total revenue of ₹940.5 crore and a PAT of ₹63.2 crore.

Financial Performance

The company's EBITDA for Q4 FY26 stood at ₹45.9 crore, with an EBITDA margin of 18.22%, up from 12.99% in Q4 FY25. The full-year EBITDA for FY26 was ₹152.9 crore. The Indore facility, which commenced production in October 2024, achieved 30% capacity utilization in FY26. The management indicated that at peak utilization (75%+), the Indore facility alone can generate approximately ₹675–700 crore of revenue from domestic and export markets.

The table below summarises the company's key financial metrics across recent quarters and full years:

Particulars (in ₹ Crore):	Q4 FY26	Q3 FY26	Q4 FY25	FY26	FY25
Total Revenue:	252.1	231.1	205	940.5	819.8
EBITDA:	45.9	37.1	26.6	152.9	138.6
EBITDA Margin %:	18.22%	16.05%	12.99%	16.26%	16.91%
Profit Before Tax:	27.6	21.1	10.8	85.5	94.4
Profit After Tax:	20.6	15.6	8	63.2	69.9

Operational Updates

The Indore facility is designed to meet WHO GMP, EU GMP, ANVISA, MHRA, and USFDA standards. It houses capabilities for 5 million lyophilized vials per month, 6 million liquid vials per month, and 10 million ampoules per month. The company has received 203 State FDA approvals to date. In Q4 FY26, the company executed GLP-1 validation batches for a big pharma client and commenced the migration of CMO clients from the Navsari Unit-2 to Indore.

International Business

Gufic Biosciences is shifting its international business model from a distributor-led approach to an IP-owned, complex-injectable-led market access model. Gufic Ireland secured its first Marketing Authorization in the EU, providing direct access to EU markets. The company filed 2 products in 18 EU countries in the current quarter. Additionally, 24 key product and facility approvals were secured across South Africa, Colombia, Portugal, Myanmar, Sri Lanka, Cambodia, Thailand, and Lithuania in H1.