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Ex-US Markets Drive Quarterly Surge
Strides Pharma Science's strong quarterly results were primarily driven by growth in its key markets outside the United States. The company reported a fourth-quarter net profit of ₹129.28 crore for fiscal year 2026, a 51% increase from ₹85.62 crore in the prior year. Revenue from operations rose to ₹1,323.47 crore for the quarter, up from ₹1,190.39 crore a year ago.
Revenue from ex-US markets jumped to ₹645.8 crore, up from ₹480 crore last year. Revenue from the U.S. market was stable at ₹646.7 crore, slightly down from ₹651.5 crore. Total expenses for the quarter increased to ₹1,178.59 crore from ₹1,071.71 crore a year prior.
Full-Year Performance Amidst One-Offs
For the full fiscal year 2026, consolidated net profit was ₹574.52 crore, compared to ₹3,597.51 crore in FY25. The large difference in full-year profit was due to a significant one-time profit from discontinued operations in FY25, which was not a factor in FY26. Full-year revenue from operations for FY26 reached ₹4,858.68 crore, up from ₹4,565.34 crore in FY25.
Leadership Outlook and Shareholder Returns
Strides Pharma Science Managing Director & Group CEO Badree Komandur commented on the results. He highlighted the successful execution of their "calibrated strategy in ex-US markets," which is driving growth beyond the company's overall pace. Komandur noted that the U.S. business remained stable but was affected by a weaker flu season in the latter half of the year.
Despite geopolitical uncertainties and a challenging environment, Komandur affirmed the company's commitment to "delivering long-term sustainable and profitable growth." The board recommended a final dividend of ₹5 per equity share (₹10 par value), representing a 50% payout for FY26. This signals confidence in the company's financial health and commitment to shareholder value.