NSE: FREDUN · BSE: 539730 · ISIN INE194R01017
Fredun Pharmaceuticals Limited stock analysis
Fredun Pharmaceuticals Limited ranks #858 in the TickerSutra evidence-ranked universe with a score of 59/100 and 95% data confidence. The latest captured fundamentals show ROCE of 21.5%, quarterly sales growth of 90.5% and quarterly profit growth of 94.5%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 21.5%
- 32.2% three-year sales CAGR
- Institutional ownership is rising
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- CFO/EBITDA is below 0.6×
- Valuation is above 40× earnings
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹222cr | ₹14cr | ₹6cr | 6.0% |
| 2023 | ₹275cr | ₹28cr | ₹11cr | 10.0% |
| 2024 | ₹348cr | ₹38cr | ₹16cr | 11.0% |
| 2025 | ₹454cr | ₹53cr | ₹21cr | 12.0% |
| 2026 | ₹635cr | ₹91cr | ₹33cr | 14.0% |
| TTM | ₹748cr | ₹111cr | ₹44cr | 15.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Intimation of Trading Window Closure
RoutineFredun Pharmaceuticals Ltd - 539730 - Announcement under Regulation 30 (LODR)-AllotmentBSE · 23 Sept 2026Revised Allotment of Equity Shares pursuant to conversion of warrants.
RoutineFredun Pharmaceuticals Ltd - 539730 - Revised Outcome Of Board Meeting Dated 16Th September, 2026BSE · 22 Sept 2026Revised Outcome of Board Meeting Dated 16th September, 2026
Positive CatalystFredun Pharmaceuticals Ltd - 539730 - Announcement under Regulation 30 (LODR)-Press Release / Media ReleaseBSE · 22 Sept 2026Press Release by FPL dated- 22-09-2026
RoutineFredun Pharmaceuticals Ltd - 539730 - Announcement under Regulation 30 (LODR)-Press Release / Media ReleaseBSE · 15 Sept 2026PRESS RELEASE
MANAGEMENT COMMENTARY
Signals from filed documents
So next 3, 4 years are quite dynamic. But through higher margins through better cash flows and through a strong repeatability that will reduce the customer acquisition cost, that will also improve the gross margins tremendously and net margins tremendously actually. So we are quite comfortable actually in terms of working capital.
In Lakhs) STATEMENT OF AFFAIRS OF THE COMPANY: During the Financial Year 2025-26, the Company continued to strengthen its position in the pharmaceutical industry through a focused approach towards business expansion, operational efficiency and product portfolio enhancement. The Company witnessed significant growth in its revenue and profitability during the year, reflecting the effectiveness of its business strategies and
Key achievements during the year included: • Successful execution of the TNMSC institutional tender programme; • Expansion of branded generic exports across international markets; • Ongoing engagement with government healthcare agencies across the MENA region; • Continued strengthening of product registrations and regulatory approvals. A key differentiator of Fredun's export model is its strategy of owning or co-ownin
Margin Expansion Reflects Improving Business Quality One of the most encouraging aspects of FY26 performance was the significant improvement in profitability metrics. EBITDA increased by 72.05% to /uni20B994.79 crore, substantially outpacing revenue growth and demonstrating the operating leverage embedded within the business model. EBITDA Margin expanded by 276 basis points to 14.83%, reflecting a favourable product mix,
At present, the Company operates a single integrated manufacturing facility serving diverse product segments with shared production infrastructure. With the successful execution of the planned capacity expansion, the Company is expected to emerge as one of India's largest single-location healthcare manufacturing facilities by FY28, providing a strong platform for sustainable growth, enhanced competitiveness, and incr
Sd/- Kala Agarwal Practising Company Secretary C P No.: 5356 UDIN: F005976H000478547 Place - Mumbai Date :- May 25, 2026 11 Annual report 2025-26Fredun Pharmaceuticals Ltd. Key growth drivers include: • Rising burden of chronic and lifestyle diseases; • Expansion of healthcare infrastructure and insurance coverage; • Government support through PLI and healthcare initiatives; • Growing export opportunities in regulate
We could book orders at old prices with our customers and got a better order book. We, in fact, told our customers that we will add in another -- if you give us further orders, we can kind of hit you with a very lower price increase than the world is giving. So we definitely got a slight boost from there as well.
The Company witnessed significant growth in its revenue and profitability during the year, reflecting the effectiveness of its business strategies and continued demand for its products across domestic and international markets. The Company remains committed to maintaining high standards of quality, regulatory compliance and customer satisfaction. Continuous efforts were undertaken towards process optimisation, strengtheni
The Company currently maintains over 813 product registrations globally and continues to expand its pipeline with more than 1,426 additional registrations under development. Key achievements during the year included: • Successful execution of the TNMSC institutional tender programme; • Expansion of branded generic exports across international markets; • Ongoing engagement with government healthcare agencies across th
/bullet.case Shareholder has no reason to believe that its claim for the benefits of the DTAA is impaired in any manner. /bullet.case In case of Foreign Institutional Investors and Foreign Portfolio Investors, self-attested copy of the registration certificate issued by the Securities and Exchange Board of India. /bullet.case In case shareholder is tax resident of Singapore and desires to claim treaty benefit, satisfact
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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