Bajaj Healthcare Limited delivered exceptional financial performance in Q3, with net profit rising 34.20% year-on-year to ₹15.67 crores, compared with ₹11.72 crores in the corresponding quarter last year. The pharmaceutical company's board of directors approved the quarterly results on January 16, 2026, showcasing robust operational performance and improved margin efficiency.

Strong Revenue Growth Drives Q3 Performance

The company's quarterly performance demonstrated substantial improvement across multiple parameters, with revenue and profitability showing remarkable growth:

Revenue for the quarter increased 31.31% to ₹161.22 crores, up from ₹122.79 crores in Q3 of the previous financial year. The revenue surge was primarily driven by improved operational efficiency and market expansion. EBITDA grew at a faster pace of 42.13% to ₹30.70 crores, reflecting better cost control and operating leverage.

Margin Expansion Highlights Operational Efficiency

Operating margin expanded significantly to 19.03% from 17.62% year-on-year, indicating improved profitability despite ongoing cost pressures across the sector. The EBITDA margin improvement of 141 basis points reflects enhanced cost management and operational leverage. Total income for the quarter reached ₹162.87 crores compared to ₹125.17 crores in the corresponding quarter of the previous year.

Nine-Month Performance Shows Consistent Growth

For the nine-month period ended December 31, 2025, Bajaj Healthcare maintained its growth trajectory:

The nine-month results reflect sustained business momentum with revenue crossing ₹450 crores and net profit showing strong double-digit growth.

Leadership Continuity Through Executive Re-appointments

The board approved the re-appointment of four key executive directors for three-year terms:

All re-appointments are subject to shareholder approval through postal ballot. The leadership team brings decades of combined experience in pharmaceuticals, finance, marketing, and operations.

Market Performance and Business Outlook

Bajaj Healthcare shares closed at ₹389.30, down ₹4.85, or 1.23%, on January 16, 2026. The company operates primarily in the pharmaceuticals segment, dealing with formulations and active pharmaceutical ingredients. The strong Q3 performance underscores steady growth across key financial metrics, positioning the company well for the remainder of the financial year.

Bajaj Healthcare Limited delivered strong financial performance in Q3FY26, with the pharmaceutical company reporting significant growth across key metrics for the quarter ended December 31, 2025.

Strong Revenue Growth Drives Q3FY26 Performance

The company's revenue from operations surged 31.3% year-on-year to ₹16,122.27 crores in Q3FY26, compared to ₹12,279.40 crores in the corresponding quarter of the previous year. This represents a sequential growth of 9.0% from Q2FY26's revenue of ₹14,791.49 crores.

Nine-Month Performance Shows Consistent Growth

For the nine-month period ended December 31, 2025, Bajaj Healthcare maintained its growth trajectory with revenue from operations reaching ₹45,797.39 crores, representing an 18.0% increase from ₹38,812.99 crores in the corresponding period of FY25. Net profit for the nine-month period stood at ₹3,861.67 crores, up 36.4% from ₹2,831.77 crores in the previous year.

Operational Efficiency and Cost Management

The company's total expenses for Q3FY26 increased to ₹14,362.52 crores from ₹11,351.30 crores in Q3FY25. Key expense components included cost of materials consumed at ₹6,940.90 crores and other expenses at ₹3,425.87 crores. Despite higher expenses, the company maintained healthy profit margins with profit before tax reaching ₹1,924.46 crores, up 65.1% year-on-year.

Board Approves Key Leadership Reappointments

The Board of Directors approved several important reappointments during their meeting held on January 16, 2026:

The reappointments reflect the board's confidence in the existing leadership team's ability to drive continued growth and operational excellence.

Discontinued Operations and Strategic Focus

The company reported a loss of ₹42.71 crores from discontinued operations in Q3FY26, compared to a loss of ₹324.44 crores in Q3FY25. These discontinued operations relate to certain manufacturing units and land parcels that the company has classified as held for sale under its strategic restructuring initiatives.

Strong Earnings Per Share Performance

Basic earnings per share from total operations improved significantly to ₹4.96 in Q3FY26 from ₹3.65 in Q3FY25, representing a 35.9% increase. For continuing operations alone, basic EPS stood at ₹5.10 compared to ₹4.66 in the previous year quarter.