Orchid Pharma Limited has announced an analysts and investors earnings call to discuss its financial results for the third quarter of Financial Year 2025-26, ended December 31, 2025. The call is scheduled for February 12, 2026 at 4:30 PM IST and will be hosted by Systematix Institutional Equities.

Regulatory Compliance and Announcement Details

The company made this announcement on February 06, 2026, in compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The intimation also references SEBI Circular SEBI/HO/49/14/14(7)2025-CFD-POD2/1/3762/2026 dated January 30, 2026.

Management Participation

The earnings call will feature key members of the company's leadership team who will discuss the Q3FY26 financial performance:

Call Access Information

Systematix Institutional Equities has provided multiple dial-in options for participants:

Participants can also access the call through DiamondPass™, a premium service that allows direct connection without waiting for an operator.

Additional Information

The company has indicated that the earnings call information will be hosted on its official website at www.orchidpharma.com . The announcement includes a note that the schedule may undergo changes due to exigencies on the part of analysts, investors, or the company. For additional information regarding the call, participants can contact Vishal Manchanda, Equity Research Analyst, or Mrunal Pawar, VP & Group Head - Corporate Access & Corporate Communication at Systematix Institutional Equities.

Orchid Pharma , a prominent player in the antibiotics market, reported its Q2 FY26 results, revealing a challenging quarter amidst a global downturn in the antibiotics industry. The company's performance reflects the broader market conditions while highlighting strategic moves to position itself for future growth.

Key Financial Highlights

• Revenue: INR 194.00 crores, down 13% year-on-year
• Gross Margins: Compressed to 32% from 43% in the previous quarter
• EBITDA: INR 9.30 crores, down 75.46% from INR 37.90 crores in Q2 FY25
• Net Loss: INR 5.70 crores, compared to a profit of INR 27.20 crores in Q2 FY25

Market Challenges and Company Response

The global antibiotics market is experiencing one of its most prolonged and broad-based slowdowns in the past decade. Orchid Pharma's management cited several factors contributing to this downturn:

1. Inventory overhang from previous years' strong growth
2. Reduced demand in both domestic and export markets
3. Efforts to curb antibiotic misuse in some countries
4. Geopolitical factors affecting key markets like Russia

In response to these challenges, Orchid Pharma has:

• Focused on liquidating higher-priced inventory
• Increased sales in emerging markets, albeit at lower price realizations
• Maintained a cautious approach to volume and pricing strategies

Strategic Developments

Enmetazobactam Acquisition

A significant development for Orchid Pharma is the completion of its acquisition of global rights to Enmetazobactam (branded as Exblifep). This move gives the company full control over the regulatory and commercial strategy for this innovative antibiotic worldwide.

• European Market: Price approvals in the five largest EU markets expected by the end of the calendar year
• Global Expansion: Discussions underway for licensing opportunities in multiple markets, including Latin America and Southeast Asia
• India Performance: Over 15,000 patients treated and 200,000+ vials sold through partnership with Cipla

Domestic Market Performance

The company's brand Orblicef, in partnership with Cipla, has shown strong performance in the Indian market:

• Exceeded one-year target
• Growing acceptance among prescribers
• Positioned as a stable and growing segment in the Indian hospital antibiotics space

Ongoing Projects and Future Outlook

1. 7ACA Project:

   • All fermentals erected, a critical engineering milestone
   • Targeting mechanical completion as previously announced
   • Expected to strengthen API manufacturing base and reduce import dependency

2. Cefiderocol Project:

   • Building structure nearly complete
   • Equipment deliveries have begun
   • On track for production readiness by Q4 FY26

3. Antimicrobial Stewardship (AMS) Division:

   • Continues to expand engagement with hospitals and clinicians
   • Focus on responsible antibiotic use and AMR awareness
   • Expected to break even by next year

Management Commentary

Manish Dhanuka, Managing Director of Orchid Pharma, stated, "While persistent volume and price pressure in antibiotics continues to weigh on revenues, our priorities remain clear. We are focusing on finalizing licensing deals for Exblifep in new geographies, ensuring fast-track progress on our projects, and maintaining our frugal management strategy."

Conclusion

Despite the current market headwinds, Orchid Pharma's strategic acquisitions, strong domestic performance, and ongoing projects position the company to navigate the short-term challenges while preparing for long-term growth. The successful integration of Enmetazobactam and the expansion of its hospital-focused initiatives could be key drivers for the company's future performance in the evolving antibiotics market.

Investors and industry observers will be closely watching how Orchid Pharma leverages its new assets and navigates the challenging market conditions in the coming quarters.