Bajaj Healthcare Limited announced strong Q3FY26 financial results with revenue from operations growing 31.3% year-on-year to ₹1,612.2 million, driven primarily by exceptional performance in API exports. The pharmaceutical manufacturer, specializing in APIs, intermediates and formulations, demonstrated robust operational momentum across key business segments for the quarter ended December 31, 2025.

Financial Performance Highlights

The company's financial metrics showed significant improvement across multiple parameters during Q3FY26:

EBITDA growth of 34.6% to ₹323.3 million outpaced revenue growth, with margins expanding to 19.8% from 19.2% in the corresponding quarter last year. Profit for the period surged 33.7% to ₹156.7 million, reflecting improved operational efficiency.

Segment-wise Revenue Performance

API exports emerged as the standout performer, driving overall revenue growth:

API exports more than doubled with growth of 109.8% to ₹486.8 million, demonstrating the company's expanding presence in international markets. Domestic API business maintained steady growth of 15.3% to ₹838.5 million, while formulations contributed ₹287.0 million with 6.8% growth.

Nine-Month Performance

For the nine months ended December 31, 2025, Bajaj Healthcare sustained strong momentum:

Nine-month revenue reached ₹4,579.7 million with 18.0% growth, while profit for the period increased 36.4% to ₹386.2 million, indicating sustained operational improvements throughout the fiscal year.

Key Business Developments

The company achieved several significant regulatory and product milestones during the quarter:

• Became the first Indian company to receive CDSCO approval for Phase III clinical trials and bioequivalence studies of Suvorexant Tablets
• Successfully launched Magnesium L-Threonate (Magtein) in India through collaboration with Threotech LLC
• Filed 9 Drug Master Files (DMFs) during the quarter, bringing cumulative DMF filings to 69
• Maintained ten cumulative CEP filings with eight approved and two under review

These developments strengthen the company's position in regulated markets and expand its CNS portfolio offerings.

Management Commentary

Managing Director Anil Jain highlighted the company's resilient performance amid global volatility, emphasizing the strong API export growth and expanding CDMO business. He noted the company's continued focus on CNS portfolio advancement with ongoing Phase III trials for Cenobamate and the recent Magtein launch, while maintaining emphasis on regulatory compliance and product registrations across key geographies for sustained growth in regulated markets.

Bajaj Healthcare Limited has announced the reappointment of Sajankumar Bajaj as Chairman and Managing Director, ensuring leadership continuity at the pharmaceutical company.

Leadership Reappointment

The company's board has decided to continue with Sajankumar Bajaj's leadership by reappointing him to the dual role of Chairman and Managing Director. This decision reflects the board's confidence in his strategic vision and management capabilities.

Company Overview

Bajaj Healthcare Limited operates in the pharmaceuticals sector and is classified as a small-cap company. The reappointment of its key leadership position indicates stability in the company's management structure.

Strategic Continuity

The reappointment ensures that the company maintains its strategic direction under experienced leadership. Sajankumar Bajaj's continued role as Chairman and Managing Director provides operational consistency for the pharmaceutical company's ongoing business activities.