AKUMS
Akums Drugs share price & financials
- Price
- ₹604.7
- Market cap
- ₹11.8k Cr
- Sector
- Healthcare
- Calls analysed
- 7
Akums Drugs Q1 FY27
What went well
- Operating Revenue grew 13.9% YoY to ₹1,167 crores, indicating strong top-line performance.
- Operating EBITDA increased 35.4% YoY to ₹175 crores, with margins expanding 238 bps to 15%, driven by CDMO and API price improvements.
- PAT surged 56.1% YoY to ₹101 crores, reflecting strong operational leverage and improved profitability.
What to watch
- Domestic branded formulation (Akumentis) EBITDA declined 25.4% YoY to ₹12 crores, impacted by increased employee strength (200 new field force personnel).
- API segment remained EBITDA negative at minus ₹4 crores, despite lower losses compared to previous quarters.
What Akums Drugs does
Akums Drugs and Pharmaceuticals is a Contract Development and Manufacturing Organisation (CDMO) that manufactures formulations and Active Pharmaceutical Ingredients (APIs) for other pharma companies, alongside its own branded formulations (Akumentis) and nutraceutical/wellness products. It operates across the pharmaceutical value chain - developing, manufacturing and supplying tablets, capsules, liquids, injectables, sterile and topical dosage forms - earning revenue mainly from CDMO manufacturing contracts with domestic and multinational pharma clients, supplemented by branded formulation sales, trade generics and API sales. The company is expanding into regulated export markets (Europe) and entered a joint venture with the Government of Zambia to set up a manufacturing plant there.
Segments
- CDMO
- Domestic Branded Formulation
- International Branded Formulation
- Trade Generics
- API
- Manufacturing facilities
- 14 (across India)
- Annual manufacturing capacity
- 50.6 billion units
- CDMO manufacturing plants
- 11
- API manufacturing plants
- 3
- Total employees (including workers)
- 18,010
- Countries served
- 70+
Guidance record · Q1 FY27
what the last two calls moved 20 tracked 4 delivered 5 missed 11 open- API Segment Profitability missed said Q3 FY25 Promised: Breakeven in 1 to 2 years Q1 FY27: Original promise remains missed. Management has issued a new, more specific target to be monthly EBITDA positive by Feb-Mar 2027.
- Zambia JV Supply Revenue delayed said Q2 FY26 Promised: US$50 million over the next two years Q1 FY27: Timeline further clarified to 'likely be in Q3 and maybe some parts in Q4' of FY27, a slight pushback from 'end of Q2 FY27'.
- EU CDMO Contract Annual Revenue on track said Q4 FY25 Promised: INR 300-350 crores steady state FY28 onwards Q1 FY27: Management confirmed they will 'kickstart our European business' within the next financial year (FY28), keeping the project on its stated timeline.
All 20 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q1 FY27: revenue up 18.1%, net profit up 0.0% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 328 | 337 | 329 | 332 | 309 −6% | 369 +9% | 338 +3% | 392 +18% |
| EBITDA | 43 | 34 | 18 | 44 | 17 −60% | 25 −26% | 12 −33% | 49 +11% |
| Net profit | 50 | 41 | 28 | 45 | 23 −54% | 28 −32% | 15 −46% | 45 +0% |
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.
Performance +65.6% 1Y
1Y: ₹468.7 on 10 Sept 2025 → ₹776.35. High ₹780.55 (3 Sept 2026), low ₹414.05 (24 Nov 2025).
How the price took the results
close before → close after
- Q1 FY27
- +4.7%
- 10 Aug
- Q4 FY26
- +0.5%
- 18 May
- Q3 FY26
- +5.7%
- 16 Feb
- Q2 FY26
- +3.8%
- 17 Nov
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Financials, as filed
Revenue fell 3.4% a year over 2 years, FY24 to FY26. Operating margin widened to 7.3%.
| Year ending | FY24 | FY25 | FY26 |
|---|---|---|---|
| Revenue | ₹1.4k Cr | ₹1.3k Cr | ₹1.3k Cr |
| Operating profit | ₹-127 Cr | ₹139 Cr | ₹98 Cr |
| Operating margin | -8.8% | 10.6% | 7.3% |
| Interest | ₹19 Cr | ₹15 Cr | ₹10 Cr |
| Depreciation | ₹32 Cr | ₹39 Cr | ₹45 Cr |
| Net profit | ₹-166 Cr | ₹161 Cr | ₹111 Cr |
| Net margin | -11.5% | 12.3% | 8.2% |
| Cash from operations | ₹248 Cr | ₹91 Cr | ₹-2 Cr |
| Free cash flow | ₹177 Cr | ₹-3 Cr | ₹-123 Cr |
| ROCE | -15.0% | 16.0% | 7.0% |
How to read this
From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹1 Cr | ₹14 Cr | ₹29 Cr | ₹29 Cr | ₹31 Cr | ₹31 Cr |
| Reserves | ₹566 Cr | ₹171 Cr | ₹283 Cr | ₹115 Cr | ₹3.1k Cr | ₹2.4k Cr |
| Borrowings | ₹41 Cr | ₹140 Cr | ₹146 Cr | ₹267 Cr | ₹90 Cr | ₹59 Cr |
| Other liabilities | ₹690 Cr | ₹1.5k Cr | ₹1.4k Cr | ₹1.7k Cr | ₹1.9k Cr | ₹326 Cr |
| Total liabilities | ₹1.3k Cr | ₹1.8k Cr | ₹1.9k Cr | ₹2.1k Cr | ₹5.2k Cr | ₹2.8k Cr |
| Fixed assets | ₹244 Cr | ₹253 Cr | ₹272 Cr | ₹317 Cr | ₹1.4k Cr | ₹425 Cr |
| Capital work in progress | ₹1 Cr | ₹1 Cr | ₹16 Cr | ₹9 Cr | ₹158 Cr | ₹52 Cr |
| Investments | ₹149 Cr | ₹141 Cr | ₹139 Cr | ₹139 Cr | ₹0 Cr | ₹366 Cr |
| Other assets | ₹903 Cr | ₹1.4k Cr | ₹1.5k Cr | ₹1.6k Cr | ₹3.6k Cr | ₹2.0k Cr |
| Total assets | ₹1.3k Cr | ₹1.8k Cr | ₹1.9k Cr | ₹2.1k Cr | ₹5.2k Cr | ₹2.8k Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jun 2026
Since Jun 2025, DIIs added +4.59 pp while FIIs trimmed −2.33 pp. The shareholder count grew 1% to 70,289.
- Promoters
- 75.3%
- FIIs
- 1.9%
- DIIs
- 13.4%
- Public
- 6.7%
- Others
- 2.7%
Since Jun 2025
- DIIs +4.59 pp
- FIIs −2.33 pp
- Public −2.25 pp
How it drifted, 8 quarters
Over this window DIIs went from 7.5% to 13.4% — +5.9 pp.
Ownership split by quarter, oldest first. Sep '24: Promoters 75.3%, FIIs 7.3%, DIIs 7.5%, Public 7.1%, Others 2.7%.Dec '24: Promoters 75.3%, FIIs 6.4%, DIIs 7.0%, Public 8.6%, Others 2.7%.Mar '25: Promoters 75.3%, FIIs 5.8%, DIIs 7.4%, Public 8.8%, Others 2.7%.Jun '25: Promoters 75.3%, FIIs 4.2%, DIIs 8.8%, Public 8.9%, Others 2.7%.Sep '25: Promoters 75.3%, FIIs 2.3%, DIIs 9.3%, Public 10.5%, Others 2.7%.Dec '25: Promoters 75.3%, FIIs 1.1%, DIIs 14.4%, Public 6.5%, Others 2.7%.Mar '26: Promoters 75.3%, FIIs 1.4%, DIIs 14.4%, Public 6.3%, Others 2.7%.Jun '26: Promoters 75.3%, FIIs 1.9%, DIIs 13.4%, Public 6.7%, Others 2.7%.
Who bought this quarter
since Mar 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- Clarus Capital I VC / PE +0.21 pp 2.17% held
The same filing shows 1 holder trimming and 0 off the list — both are in the register beside this.
Who is on the register
Named in the Jun 2026 filing
Every holder of Akums Drugs above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| AKUMS MASTER TRUST (Sanjeev Jain and Sandeep Jain) | 40.79% | unchanged |
| Sandeep Jain | 17.24% | unchanged |
| Sanjeev Jain | 17.23% | unchanged |
| Franklin India Opportunites Fund Mutual fund | 4.19% | unchanged |
| ICICI Prudential Pharma Healthcare And Diaganostics (P.H.D) Fund Mutual fund | 3.14% | −1.42 pp |
| Clarus Capital I VC / PE | 2.17% | +0.21 pp |
| Bandhan Small Cap Fund Mutual fund | 1.13% | unchanged |
| Lata Jain | 0.01% | unchanged |
| Anita Jain | 0.00% | unchanged |
| Rajiv Mittal | 0.00% | unchanged |
| Kiran Jain | 0.00% | unchanged |
| Kusum Jain | 0.00% | unchanged |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Mutual funds in AKUMS
Filings to Aug 2026
0 new, 0 added, 1 trimmed, 0 sold out — net −0.54 L shares (−3.8%).
- Held by funds
- ₹105 Cr
- 1 schemes
- Biggest holder
- Nippon India Pharma Fund
- ₹105 Cr · 1.1% of that fund
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| Nippon India Pharma Fund Nippon India Mutual Fund | ₹105 Cr | −0.54 L | Apr '25 |
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.
Mutual funds Aug 2026
0 added, 1 trimmed — net −53,611 shares (−3.8%)
- Funds are sitting on
- +11%
- vs est. average cost
- Held by funds
- ₹105 Cr
- 1 schemes · ≈ 0.69% of the company
Shares held by these funds −9%
Jul '24 14.05 L shares Jul '26
All earnings calls (7)
Read the Q1 FY27 call →Learn to analyse Akums Drugs
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