Bajaj Healthcare Ltd

Bajaj Healthcare Limited has received approval from the Drug Controller General of India (DCGI) to manufacture and market Cenobamate API and Cenobamate Tablets in various strengths (12.5 mg to 200 mg). This makes Bajaj Healthcare the first company to launch Cenobamate in India. The approval follows a recommendation from the Subject Expert Committee (SEC) and strengthens the company's presence in the Central Nervous System (CNS) segment. Cenobamate is an antiseizure medication for partial-onset seizures in adults. The company highlights its integrated API and formulation capabilities and aims to make this advanced therapy available to patients in India, expecting it to drive long-term growth.

Bajaj Healthcare Ltd announced the grant of 275 employee stock options under its 2024 ESOP plan. The options have an exercise price of ₹5 each and are convertible into equity shares. The Nomination & Remuneration Committee approved the grant on July 20, 2026. The options vest over a period of up to 4 years, with a minimum one-year period between grant and vesting. Vested options can be exercised within 5 years of vesting. The shares arising from exercised options will not be subject to a lock-in period, though insider trading regulations may apply.

Bajaj Healthcare Limited announced its unaudited financial results for Q1 FY27, reporting a 11.3% year-on-year (YoY) increase in revenue from operations to ₹165.6 Crore. Gross profit rose by 16.2% YoY to ₹80.4 Crore, with gross margin expanding to 48.3%. EBITDA grew 16.4% YoY to ₹29.6 Crore, and EBITDA margin improved to 17.8%. Profit after tax (PAT) saw a 15.8% YoY increase to ₹13.7 Crore, with PAT margin at 8.3%. The API division showed strong performance, particularly domestic API sales up 27% YoY. The company also achieved a significant milestone by securing SEC recommendation for Cenobamate Tablets and filed two new CEP applications.

Bajaj Healthcare Ltd has submitted its Monitoring Agency Report for the quarter ended June 30, 2026. Issued by CARE Ratings Limited, the report confirms nil deviation in the utilization of funds raised through a preferential issue of equity shares and warrants, aggregating to ₹204.97 crore. The report adheres to SEBI regulations and the monitoring agency agreement. The company's promoter is Mr. Sajankumar Rameshwarlal Bajaj, and it operates in the Pharmaceuticals and Biotechnology sector.

Bajaj Healthcare Ltd announced the continuation of Mr. Gopalakrishnan Kesavan's directorship as a Non-Executive Independent Director. This decision was approved by the Board of Directors at their meeting held on July 20, 2026, following Mr. Kesavan attaining the age of 75 years. The company confirmed that Mr. Kesavan is not debarred from holding such an office by any regulatory authority. The board meeting also reviewed and approved the un-audited standalone financial results for the quarter ended June 30, 2026, along with the limited review report from statutory auditors Walker Chandiok & Co LLP. The meeting commenced at 5:00 p.m. and concluded at 5:31 p.m.

Bajaj Healthcare Ltd announced that its Board of Directors, in a meeting held on July 20, 2026, approved the un-audited standalone financial results for the quarter ended June 30, 2026. The company also informed about the continuation of directorship for Mr. Gopalakrishnan Kesavan as a Non-Executive Independent Director upon attaining the age of 75. The limited review report from statutory auditors Walker Chandiok & Co LLP was also submitted.

Bajaj Healthcare (standalone; the company files only standalone results, with Genrx not yet consolidated pending NCLT approval) posted Q1 FY27 revenue from operations of ₹165.63 Cr, up 11.3% YoY from ₹148.84 Cr and 8.2% QoQ from ₹153.06 Cr, with net profit for the period of ₹13.70 Cr versus ₹11.83 Cr a year ago — a clean +15.8% YoY with profit outpacing revenue. Because the YoY base (Q1 FY26) carried no exceptional items either, reported and adjusted YoY growth are the same ~15.8%; the eye-catching sequential swing (from a ₹22.85 Cr net loss in Q4 FY26 back to profit) is almost entirely the unwinding of a one-off — Q4 had absorbed a ₹33.25 Cr reversal of previously-booked Middle East technical know-how income — and should not be read as a fresh operating turnaround. The quality of the print sits in the margins: EBITDA/operating margin widened to ~17.4% from 16.5% a year ago and net margin to 8.3% from 7.9%, even as cost of materials (₹91.59 Cr, ~55% of sales) rose with volume — indicating pricing/mix rather than input relief drove the gain. There are no formal street estimates or company guidance on record for this small-cap, so the result can't be benchmarked to consensus; management's only framing is the auditor's unmodified limited-review conclusion. Concurrent developments support the pharma-formulations/API base rather than move the needle yet: the SEC-CDSCO recommendation (Jun 2026) to manufacture/market anti-epileptic Cenobamate adds a pipeline product with no revenue in this quarter, and the board-approved sale of the Tarapur unit (up to ₹4.05 Cr) continues winding down the discontinued-operations drag, which narrowed to a ₹0.19 Cr loss this quarter from ₹0.34 Cr a year ago.

Bajaj Healthcare Ltd has announced that its Board of Directors will convene on July 20, 2026. The primary agenda item is to consider and approve the un-audited financial results for the quarter ended June 30, 2026. Concurrently, the company has informed that the trading window for its securities will be closed for all insiders and designated persons from July 1, 2026, until 48 hours after the declaration of these financial results, in compliance with SEBI regulations.

Bajaj Healthcare Limited has received a recommendation from the Subject Expert Committee (SEC) of the Central Drugs Standard Control Organisation (CDSCO) for manufacturing and marketing of Cenobamate Tablets in various strengths (12.5mg to 200mg). This makes Bajaj Healthcare the first company in India to secure this recommendation for the next-generation antiseizure medication. Cenobamate is used for treating partial-onset seizures in adults. The company's Managing Director, Anil Jain, stated this is a significant regulatory milestone and reinforces their commitment to expanding their CNS therapies portfolio. Bajaj Healthcare plans to work with regulatory authorities for final approvals and commercialize the product, strengthening its position in specialty pharmaceuticals.

Bajaj Healthcare Ltd has announced the closure of its trading window for all designated persons and their immediate relatives. This closure is in effect from June 23, 2026, until 48 hours after the definitive agreements for the sale of its operational business unit are signed, as disclosed on June 23, 2026. Additionally, the trading window will be closed from July 01, 2026, until 48 hours after the declaration of the unaudited financial results for the quarter ended June 30, 2026. This measure is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's internal code of conduct.