Gufic Biosciences Q1FY27: consolidated PAT +71% YoY on margin gains, revenue +16.6%
PAT +70.71% YoY · revenue +16.58% · margins expanding
₹260.82 Cr
+16.58% YoY
₹22.31 Cr
+70.71% YoY
8.54%
+2.7pp YoY
₹2.22
Gufic Biosciences' consolidated Q1 FY27 (quarter ended June 30, 2026) results show revenue from operations of ₹260.82 Cr, up 16.6% YoY from ₹223.72 Cr and up 3.6% QoQ from ₹251.82 Cr. Consolidated PAT came in at ₹22.31 Cr, up a sharp 70.7% YoY from ₹13.07 Cr, though QoQ growth was muted at just 1.9% over the ₹21.90 Cr posted last quarter. EPS was ₹2.22 (consolidated) versus ₹1.30 a year ago and ₹2.18 last quarter; standalone PAT of ₹22.46 Cr and EPS of ₹2.24 track closely with the consolidated numbers, indicating minimal divergence between the two bases this quarter. Neither the current nor the year-ago quarter carries any exceptional items, so the YoY PAT jump is on a clean, comparable base.
Q1 FY-2027 vs prior quarters
The margin story is the driver behind the outsized PAT growth: operating margin (OPM) expanded to 17.87% from 14.89% a year ago, and net margin (NPM) rose to 8.56% from 5.82%, both YoY gains of roughly 270-300 basis points. Sequentially, however, OPM eased from 18.75% and NPM from 8.74%, so the quarter's margin trajectory is a YoY expansion story rather than a QoQ one — the sharp headline PAT growth is largely a base-effect off a weak year-ago quarter rather than fresh sequential improvement.
The stock went into the print at ₹422.2, up 8.3% over the past month of trading.
For context: this is the highest quarterly PAT in the last 6 quarters on our records; PAT has now risen for 2 consecutive quarters.
Management expects a 15% year-over-year revenue growth for the next 2-3 years, with an ongoing focus on improving gross margins by 0.5% to 1% annually due to product mix, geography, and pricing. EBITDA margins are projected to reach around 18% in FY27 and potentially exceed 20% by 2030, driven by operational leverage f
— This quarter: met
No consensus/street estimate specific to this quarter could be verified via search — results surfaced only prior-quarter data and an earnings-call announcement for August 17, 2026, so vsStreet is marked unknown rather than guessed. Against management's own prior guidance (from the FY26-end concall), the 16.6% YoY revenue growth runs slightly ahead of the stated 15% multi-year target, and the 17.87% OPM is closing in on, though still just under, the ~18% FY27 EBITDA-margin goal management flagged as driven by Indore-facility operating leverage and improved international business. No management press release commentary for this quarter has been extracted yet, so there is no company framing to cross-check against the print. Alongside the results, the board also approved incorporating a wholly-owned subsidiary in the Philippines (investment up to USD 250,000, ~99.99% stake) for marketing and distribution of the company's pharma products — a step consistent with the 'improved international business' lever management cited toward its FY27 margin target, though it is a small, non-numeric commitment this quarter.
W1
Whether OPM rebuilds toward the ~18% FY27 target after easing to 17.87% from 18.75% QoQ.
W2
Progress on the Philippines subsidiary (incorporation targeted within 12 months, up to USD 250,000 investment) and its contribution to international revenue.
W3
Whether YoY revenue growth holds at/above the 15% guidance pace as comparables get tougher through FY27.
Standalone and consolidated current-quarter revenue/other income/total income figures are identical (foreign subsidiaries added negligible topline this quarter); no exceptional items in current or year-ago quarter; minority interest only shows up in the full-year column, not the quarter column.