NSE: VENUSREM · BSE: 526953 · ISIN INE411B01019
Venus Remedies Limited stock analysis
Venus Remedies Limited ranks #92 in the TickerSutra evidence-ranked universe with a score of 73/100 and 95% data confidence. The latest captured fundamentals show ROCE of 21.7%, quarterly sales growth of 30.4% and quarterly profit growth of 139.3%.Watchlist candidate
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 21.7%
- Low debt/equity of 0.02×
- Strong CFO/EBITDA of 1.06×
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹597cr | ₹62cr | ₹41cr | 10.0% |
| 2023 | ₹552cr | ₹60cr | ₹27cr | 11.0% |
| 2024 | ₹596cr | ₹60cr | ₹28cr | 10.0% |
| 2025 | ₹640cr | ₹64cr | ₹45cr | 10.0% |
| 2026 | ₹770cr | ₹147cr | ₹103cr | 19.0% |
| TTM | ₹811cr | ₹166cr | ₹116cr | 20.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Venus Remedies Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineCopy of Newspaper PublicationNSE · 10 Sept 2026Venus Remedies Limited has informed the Exchange about Copy of Newspaper Publication
RoutineVenus Remedies Ltd - 526953 - Announcement under Regulation 30 (LODR)-Newspaper PublicationBSE · 10 Sept 2026Newspaper publication of shareholder notice on Transfer of physical shares.
RoutineCopy of Newspaper PublicationNSE · 9 Sept 2026Venus Remedies Limited has informed the Exchange about newspaper publication of notice to physical shareholders for transfer of physical shares as per SEBI circular.
RoutineVenus Remedies Ltd - 526953 - Announcement under Regulation 30 (LODR)-Newspaper PublicationBSE · 9 Sept 2026Newspaper publication for shareholders awareness on transfer of physical shares.
MANAGEMENT COMMENTARY
Signals from filed documents
Consolidated net profit rose to H102.8 Cr from H45.3 Cr, more than doubling year on year. The step-up reflects operating leverage on higher volumes and a firmer product mix; sustaining it across cycles will confirm its structural nature. FY26 FY25 What it means: Margin expanded approximately 636 basis points as consolidated net profit more than doubled on ~18% revenue growth, aided by a richer product mix and operati
India’s external sector also remained resilient, with the current account deficit narrowing to 0.2% of GDP in Q1 FY26, supported by healthy foreign exchange reserves and stable capital inflows, which helped maintain relative currency stability amid global volatility. The country continued to witness healthy growth in exports, improving manufacturing activity and sustained investment momentum, supported by government-
The IMF notes that technological investments and fiscal support are boosting activity. Key international markets GCC economies continued to benefit from strong government spending, infrastructure diversification and non-oil sector expansion, supporting higher business activity and import demand across healthcare, manufacturing, and industrial sectors. ASEAN remained one of the fastest-growing economic regions globall
However, currency movements and energy price fluctuations continued to influence export competitiveness, procurement economics and overall margin profiles across the pharmaceutical value chain. Innovation and R&D Pharmaceutical companies globally increased investments in differentiated products, specialty therapies, complex generics and advanced drug delivery systems to address evolving treatment requirements and str
Second, selective entry into new geographies where Venus holds regulatory approvals and commercial readiness. Third, continued activation of dormant marketing authorisations in FY27. Fourth, increased revenue share from high-value therapies and private market channels.
The Company deployed H152.56 Crore into mutual funds and fixed deposits during the year, and total cash and investments on the balance sheet now exceed H250 Crore with zero debt against it. Capital work-in-progress doubled from H26.39 Crore to H51.36 Crore, confirming that the next phase of capacity expansion, particularly in lyophilisation and other high-value manufacturing lines, is already underway. The Company is
During FY26, Methylprednisolone Sodium Succinate Injection was successfully launched in Nepal, while Sulbactam Injection and Ceftazidime + Avibactam Injection continue to progress through the regulatory registration process. Why margins remain stable Venus’s domestic margins have remained stable and improved even as pricing pressure intensifies in price-controlled categories. Three structural factors explain this.
MANAGEMENT DISCUSSION & ANALYSIS Business enabler: 4 Manufacturing & Operations SCALE WITHOUT COMPROMISE. The Company achieved a record output of more than one Crore units in a single month, improved oncology product-transfer productivity by 44%, secured 90 first market-authorisation grants across 33 country-product combinations, and successfully cleared regulatory audits and renewals across multiple international ma
The oncology segment particularly witnessed strong innovation momentum through targeted therapies, immunotherapies, biosimilars and precision medicine advancements, while critical care therapeutics continued benefiting from growing ICU infrastructure, emergency care demand and hospital-based treatment expansion. Regulatory & Compliance focus Global pharmaceutical markets continued to witness increasing focus on compl
In an environment of global pricing pressure, tender competition and input cost inflation, Venus prioritised sustainable margin expansion over undifferentiated scale. Every new commercial opportunity was evaluated against defined profitability thresholds, ensuring disciplined capital allocation and sustainable margin expansion. Revenue from private markets continued to increase, supported by stronger pricing flexibil
Navigating a complex operating environment Supply Chain Resilience The international operating environment in FY26 was marked by geopolitical tensions, freight cost volatility, logistics disruptions and sharp increases in specialty API costs. Platinum-compound- linked products were particularly affected, with input cost inflation impacting margins on contracts where pricing had already been committed. Venus responded
VMRC is committed to bring to the world novel breakthroughs that cater to critical care and super specialty segments. Venus has more 100 patents for its Research products from worldwide (2) Date or expected date of commencement of commercial production: Not Applicable as the Company is already in Opera- tions. (3) In case of new companies, expected date of com- mencement of activities as per project approved by finan
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
DIRECTOR & BUSINESS NETWORK
Loading corporate intelligence
Loading universe coverage and exchange-backed evidence…