In Week of Mar 28, 2026, Strides Pharma Science Ltd (Pharma - Formulators) is outperforming Nifty 500 with +14.8% relative strength. Fundamentals: Strong.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Mar 14, 2026
What: 20% YoY growth in Ex-US markets ($64m) with higher-margin ORM segment growing 21% YoY
Impact: +₹12.8 Cr revenue
“Ex-US Market Revenue at $64m, reported a strong growth of 20% YoY”
What: 3.6% revenue growth translating to 8.6% gross profit growth and 38.6% PAT growth
“Gross margin expansion of 280bps YoY, and EBITDA margin increase of 160bps YoY to 19.8%”
What: Debt reduction of ₹1,696 million improving capital efficiency
“Debt reduced by 170 crores, ROCE improved to 15.8%”
Earnings deceleration risks from management commentary
Trigger: Continued rapid Ex-US growth
Management view: Ex-US business has longer working capital cycle compared to institutional business
Monitor: Cash to cash cycle days
Trigger: US market remains flat
Management view: US revenue largely flat compared to previous year
Monitor: US revenue growth rate
Key quotes from recent conference calls
“We recorded almost about $48 million year on year, 21% growth. And what makes this ORM a very important market is it has got a very high quality revenue, high entry barrier, predictable pricing and the strong B2B partnerships which will drive this market. — Badree Komandur”
“Our strong focus on profitability resulted in gross margin expansion of 280bps YoY, and EBITDA margin increase of 160bps YoY to 19.8%. Operational PAT and Operational EPS registered a growth of ~38% YoY. — Management”
“Return on capital employed improved to 15.8% aided by consistent results, improved profit show as well as the better balance sheet management, cash to cash cycles. — Management”
“We believe that if we maintain the same trend, we will be able to surpass the goals what we have kept for ourselves. — Management”
Forward-looking targets from management for Next 2-4 quarters
Key Milestones
• Surpass financial targets for the year
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +4% | +14% | Decelerating |
| PAT (Net Profit) | +131% | +56% | Stable |
| OPM | 20.0% | +200 bps | Expanding |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Mar 14, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Strides Pharma Science Ltd's latest quarterly results (Dec 2025) show
Strides Pharma Science Ltd's profit is growing with an stable trend.
Strides Pharma Science Ltd's revenue growth trend is decelerating.
Strides Pharma Science Ltd's operating margin is expanding.
Strides Pharma Science Ltd's long-term compounding rates
Strides Pharma Science Ltd's earnings growth is stable with strong momentum on a sequential basis.
Strides Pharma Science Ltd's trailing twelve month (TTM) performance
Strides Pharma Science Ltd appears significantly undervalued based on our fair value analysis.
Strides Pharma Science Ltd's current PE ratio is 15.8x.
Strides Pharma Science Ltd's current PE is 15.8x.
Strides Pharma Science Ltd's price-to-book ratio is 3.1x.
Strides Pharma Science Ltd is rated Strong with a fundamental score of 75.43/100. This score is calculated from objective financial metrics
Strides Pharma Science Ltd has a debt-to-equity ratio of N/A.
Strides Pharma Science Ltd's return ratios over recent years
Strides Pharma Science Ltd's operating cash flow is positive (FY2025).
Strides Pharma Science Ltd's current dividend yield is 0.43%.
Strides Pharma Science Ltd's shareholding pattern (Dec 2025)
Strides Pharma Science Ltd's promoter holding has remained stable recently.
Strides Pharma Science Ltd has been outperforming Nifty 500 for 3 consecutive weeks, indicating early-stage outperformance.
Strides Pharma Science Ltd is an established outperformer with 3 weeks of consecutive Nifty 500 outperformance.
Strides Pharma Science Ltd has 3 key growth catalysts identified from recent earnings analysis
Strides Pharma Science Ltd has 2 key risks worth monitoring
In Q3 FY26, Strides Pharma Science Ltd's management highlighted
Strides Pharma Science Ltd's management has provided the following forward guidance for Next 2-4 quarters
Based on quantitative research signals, here is why Strides Pharma Science Ltd may be worth studying
Strides Pharma Science Ltd investment thesis summary:
Strides Pharma Science Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
