RUBICON Rubicon Research Q2 FY26 results (Jul–Sep 2025) and concall
Rubicon Research reported a strong Q2 FY26, marking its first earnings call post-IPO with impressive growth across key financial metrics. The performance was driven by a combination of new launches and sustained momentum in its specialty product portfolio, which now accounts for nearly a third of gross profit. Management outlined a clear strategy focused on R&D, with a sustained investment of 10-11% of revenue guided for the next five years, targeting complex areas like neurology and drug-device combinations. While current manufacturing constraints are impacting gross margins, the upcoming Pit
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What they filed
Q2 FY26: revenue up 39.2%, net profit up 58.8% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 296 | 313 | 358 | 352 | 412 +39% |
| EBITDA | 62 | 70 | 72 | 79 | 94 +52% |
| Net profit | 34 | 38 | 36 | 43 | 54 +59% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
