Venus Remedies Limited Earnings Summary — Q4 FY2026
Venus Remedies Reports Record Quarterly Profit with 126% YoY Growth and Announces 100% Dividend
Quarterly Business Intelligence
AI Quarterly Scorecard™
Computed deterministically from the last 10 reported quarters.
Quarterly Business Momentum
- Revenue declined 31.0% sequentially in Q1 FY2027.
- Revenue of ₹179 Cr is 30.4% higher year-on-year.
- Revenue has compounded at -3.8% annualised over the last 10 quarters.
- Net profit of ₹23 Cr is 139.3% above the same quarter last year.
- Profit growth is outpacing revenue growth, pointing to positive operating leverage.
- Net profit has compounded at 41.6% annualised across the period.
- Operating margin stands at 19.1% in Q1 FY2027.
- Operating margin expanded by 791 bps year-on-year.
- Over the last two years operating margin has expanded by 875 bps.
- PBT margin is 16.8%.
- Expense growth of 18.8% remained below revenue growth of 30.4%.
- Operating profit of ₹34 Cr is 122.3% higher year-on-year.
- Operating leverage continues to improve.
- 5 of the last 6 measured quarters delivered year-on-year revenue growth.
- Overall quarterly business momentum scores 64/100 (Healthy) on the latest 10 quarters.
- Business momentum remains positive heading into the next quarter.
Quarterly Financials
Last 10 Reported Quarters • All figures in ₹ Crore • Margins in %
| Metric | Trend | Latest Q1 FY2027 | Q4 FY2026 | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q4 FY2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | Improving | 179 | 259 | 180 | 193 | 137 | 195 | 177 | 170 | 109 | 195 |
| Expenses | Improving | 145 | 196 | 143 | 162 | 122 | 166 | 159 | 163 | 97 | 176 |
| Operating Profit | Volatile | 34 | 63 | 38 | 31 | 15 | 29 | 18 | 8 | 11 | 19 |
| Operating Margin | Volatile | 19.1% | 24.4% | 20.8% | 16.1% | 11.2% | 14.9% | 10.2% | 4.5% | 10.4% | 10.0% |
| Other Income | Volatile | 3 | 5 | 3 | 2 | 3 | 7 | 12 | 8 | 2 | 4 |
| Interest | Softening | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | Stable | 7 | 7 | 7 | 6 | 6 | 5 | 5 | 6 | 6 | 6 |
| Profit Before Tax | Volatile | 30 | 62 | 33 | 26 | 13 | 31 | 25 | 9 | 7 | 17 |
| Tax | Volatile | 7 | 14 | 8 | 6 | 3 | 10 | 5 | 6 | 6 | 7 |
| Net Profit | Volatile | 23 | 48 | 26 | 20 | 10 | 21 | 20 | 4 | 1 | 11 |
| Net Margin | Volatile | 12.8% | 18.3% | 14.2% | 10.4% | 7.0% | 10.8% | 11.1% | 2.1% | 1.1% | 5.4% |
Key Takeaways
- Delivered a robust performance in Q4 FY26 with consolidated net profit surging to ₹47.49 crore, up from ₹21.00 crore in the same period last year.
- The Board recommended a final dividend of 100% (₹10 per equity share), reflecting confidence in the company's strengthened cash position.
- Standalone revenue from operations reached ₹259.01 crore for the quarter, showcasing strong domestic and international demand for its critical care portfolio.
- Successfully maintained a lean balance sheet, with significant investments in research and development and capital work-in-progress (₹51.36 crore).
- Operational efficiency improved significantly, with quarterly consolidated EBITDA jumping to ₹68.37 crore compared to ₹34.77 crore YoY.
- The company continues to expand its global footprint through its German subsidiary, Venus Pharma GmbH, which contributed profitable operations to the group results.
Management Guidance
The management remains focused on the Antimicrobial Resistance (AMR) niche and oncology, targeting a structural shift toward higher-margin products and improved operating leverage while maintaining a debt-free status.
Sentiment Shift
Improving
The transition from a debt-heavy past to a research-led, lean financial model is yielding record high quarterly margins and net profitability.
Outlook
The outlook remains strong as the company capitalizes on its 135+ patents and 1,040+ marketing authorizations, particularly as it moves toward a higher-margin product mix in the global critical care market.
From the Annual Report (Key Quotes)
“The Board has recommended the Final Dividend of Rs.10/- (100% Dividend) per equity share for the Financial Year 2025-26.”
“The company has only one reportable segment namely 'Pharmaceuticals'.”
“Net Profit for the period (Consolidated) reached ₹102.78 crore for the full year ended March 31, 2026.”
Official Quarterly Documents
Ask AI about this quarter
This summary is AI-generated from Venus Remedies Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.