Akums Drugs Q2 profit falls 36% YoY to ₹43 crore; CDMO volume up 7%

Akums Drugs & Pharmaceuticals , India’s largest contract development and manufacturing organisation (CDMO), reported a 35.82% year-on-year (YoY) decline in consolidated net profit at ₹43 crore for the second quarter ended September 30, 2025, as margins moderated amid a softer operating environment. The drug maker had posted a profit of ₹67 crore in Q2 FY25, Akums said in an exchange filing.

Consolidated revenue for the quarter stood at ₹1,018 crore, broadly flat compared to ₹1,033 crore a year ago. EBITDA came in at ₹94 crore, down 22.3% from ₹121 crore in the same period last year, while the EBITDA margin contracted to 9.3% from 11.7%.

According to the company, the CDMO segment remained Akums’ key growth driver, contributing ₹804 crore to total revenue, with volumes rising 7% YoY. The domestic branded formulations business generated ₹122 crore, with EBITDA margins improving to 21.6% on the back of focused portfolio management. While the branded exports business witnessed some seasonal softness, it maintained a healthy EBITDA margin of 24.5%.

For the first half of FY26, Akums reported revenue of ₹2,042 crore, EBITDA of ₹223 crore (10.9% margin), and PAT of ₹107 crore.

“Our performance this quarter reflects our focus on long-term priorities in a dynamic business environment. The developments in Zambia and Europe mark important milestones in our ongoing journey of becoming a global CDMO,” said Sanjeev Jain, Managing Director, Akums Drugs & Pharmaceuticals.

During the quarter, the company achieved two major international milestones. The President of Zambia inaugurated a pharmaceutical plant being set up as a joint venture between Akums and the Government of Zambia, marking a significant step in its African expansion. The new facility will cater to multiple therapeutic areas and dosage forms across SADC nations.

Additionally, Akums completed its first commercial formulation supply to Europe, delivering Dapagliflozin tablets to Switzerland, and plans to begin Rivaroxaban tablet shipments in Q3. Its oral liquids contract in Europe is also progressing, with Plant 2 undergoing an EU-GMP audit in October.

Ahead of the results, shares of Akums Drugs ended Thursday’s trade at ₹437.10, down 3.54%, giving the company a market capitalisation of ₹6,879.69 crore.