Full Year 2025 Biocon Ltd Earnings Call Transcript - Thomson StreetEvents

Full Year 2025 Biocon Ltd Earnings Call Transcript

Full Year 2025 Biocon Ltd Earnings Call Transcript - Thomson StreetEvents
Full Year 2025 Biocon Ltd Earnings Call Transcript
Published May 09, 2025
19 pages (9833 words) — Published May 09, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of BION.NS earnings conference call or presentation 9-May-25 3:30am GMT

  
Brief Excerpt:

...(technical difficulty) Steady progress in Biosimilars and ongoing traction in Research Services. Moving to discuss the financial highlights. For Q4, revenue from operations reached INR4,417 crore, reflecting a solid 15% year-on-year increase on a like-for-like basis and a 16% sequential growth. This growth was driven by a 46% year-on-year growth for Generics, 9% for Biosimilars and 11% for Research Services. Sequentially, all segments reported growth. Generics, particularly, was up 53%, while both Biosimilars and Research Services were up 8%. Core EBITDA for the quarter stood at INR1,363 crore, a 16% increase from last year with a healthy core operating margin of 31%. R&D investment for the quarter was INR231 crore, accounting for 7% of revenues with, of course, excluding Syngene. Reported EBITDA for Q4 was INR1,150 crore, which is a 60% year-on-year growth on a like-for-like basis. Profit before tax, excluding exceptional items, was INR466 crore, a strong 45% increase on a like-for-like...

  
Report Type:

Transcript

Source:
Company:
Biocon Ltd
Ticker
BION.NS
Time
3:30am GMT
Format:
PDF Adobe Acrobat
Buy Now

The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Damayanti Kerai - HSBC Holdings plc - Analyst : Hey, thanks for the opportunities. My first question is on your biosimilars, Stelara, where you recently updated that you have gained access with leading formularies in the US So just want to understand what kind of market share you are building in view of this update? And if you could also comment on how the pricing scenario is playing out for this particular market.


Question: Damayanti Kerai - HSBC Holdings plc - Analyst : Sure. And if you could also comment on the pricing scenario, please?


Question: Damayanti Kerai - HSBC Holdings plc - Analyst : Sure. My next question is on two other products, bevacizumab and Aspart. So bevacizumab, have you launched in the US or it's yet to be launched? And then what kind of time line we are looking for Aspart launch in the US? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MAY 09, 2025 / 3:30AM, BION.NS - Full Year 2025 Biocon Ltd Earnings Call


Question: Damayanti Kerai - HSBC Holdings plc - Analyst : Sure. And my last question is on financial position of Biocon Biologics. So if you can comment on the current debt position? And also, how are the working capital looking compared to last year? If you can comment anything on, say, inventory days for Biocon Biologics or on the receivable front, that will be helpful.


Question: Damayanti Kerai - HSBC Holdings plc - Analyst : Sure, Kedar. And this net debt is excluding the structured instruments, right?


Question: Damayanti Kerai - HSBC Holdings plc - Analyst : Okay. And just like on the inventory days, you said USD 390 million inventories, but on a forward basis, it's around $280 million. Just in terms of days, how does it translate? And then if you can just compare it against FY24 numbers.

Table Of Contents

Biocon Ltd Update Call Transcript – 2025-12-08 – US$ 54.00 – Edited Transcript of BION.NS conference call or presentation 8-Dec-25 2:30am GMT

Half Year 2026 Biocon Ltd Earnings Call Transcript – 2025-11-12 – US$ 54.00 – Edited Transcript of BION.NS earnings conference call or presentation 12-Nov-25 3:30am GMT

Biocon Ltd Q1 2026 Earnings Call Transcript – 2025-08-08 – US$ 54.00 – Edited Transcript of BION.NS earnings conference call or presentation 8-Aug-25 3:30am GMT

Biocon Ltd Q3 2025 Earnings Call Transcript – 2025-01-31 – US$ 54.00 – Edited Transcript of BION.NS earnings conference call or presentation 31-Jan-25 3:30am GMT

Full Year 2025 Biocon Ltd Earnings Call Transcript – 2025-01-31 – US$ 54.00 – Edited Transcript of BION.NS earnings conference call or presentation 31-Jan-25 10:59am GMT

Half Year 2025 Biocon Ltd Earnings Call Transcript – 2024-10-30 – US$ 54.00 – Edited Transcript of BION.NS earnings conference call or presentation 30-Oct-24 1:00pm GMT

Biocon Ltd Q1 2025 Earnings Call Transcript – 2024-08-09 – US$ 54.00 – Edited Transcript of BION.NS earnings conference call or presentation 9-Aug-24 3:30am GMT

Biocon Ltd Q3 2024 Earnings Call Transcript – 2024-02-09 – US$ 54.00 – Edited Transcript of BION.NS earnings conference call or presentation 9-Feb-24 3:30am GMT

More from Thomson StreetEvents

Thomson StreetEvents—Thomson StreetEvents is a leading provider of Web-based solutions for the investment community, offering services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. Thomson StreetEvents service offers institutional investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool.
Purchase Thomson StreetEvents' Transcripts (verbatim reports) and Briefs (call summaries) of earnings, guidance, M&A and other corporate calls directly through Alacra. Discounted prices apply to reports produced over two weeks ago.

About the Author


Cite this Report

  
MLA:
Thomson StreetEvents. "Full Year 2025 Biocon Ltd Earnings Call Transcript" May 09, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Full-Year-2025-Biocon-Ltd-Earnings-Call-T16312210>
  
APA:
Thomson StreetEvents. (2025). Full Year 2025 Biocon Ltd Earnings Call Transcript May 09, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Full-Year-2025-Biocon-Ltd-Earnings-Call-T16312210>
  
US$ 54.00
$  £  €
Have a Question?

Any questions about the report you're considering? Our Customer Service Team can help! Or visit our FAQs.

More Research

Search all our Credit Research from one place.