Orchid Pharma Ltd.
NSE: ORCHPHARMA · Healthcare
Sector
Healthcare
Size band
Small cap
Market cap
2,638cr
P/E
62.1
ROE
8.4%
No price is shown on this page, live or delayed. It records what management said on the earnings call, and the company’s filings.
Measured against
Peer set
Pharmaceuticals & Drugs · largest 12 of 82 measured at Q1 FY27 · financials via Screener| Company | Operating margin | Revenue growth |
|---|---|---|
| Sun Pharmaceutical Industries Ltd. | 29.0% | 10.5% |
| Divi's Laboratories Ltd. | 41.0% | 27.8% |
| Torrent Pharmaceuticals Ltd. | 34.0% | 54.8% |
| Lupin Ltd. | 30.0% | 32.1% |
| Dr. Reddy's Laboratories Ltd. | 11.0% | −5.5% |
| Cipla Ltd. | 17.0% | 2.3% |
| Zydus Lifesciences Ltd. | 24.0% | 22.0% |
| Mankind Pharma Ltd. | 26.0% | 12.9% |
| Aurobindo Pharma Ltd. | 21.0% | 16.3% |
| Torrent Power Ltd. | 19.0% | 2.8% |
| Alkem Laboratories Ltd. | 20.0% | 10.9% |
| Orchid Pharma Ltd. | 4.6% | 15.6% |
What management said
9 statements on recordEarnings call · Q1 FY27 / Quarter ended June 30, 2026 · 24 Aug 2026
- 7-ACA project commissioning and first commercial batch→commissioning and the first commercial batch by March of '27· March 2027
“Finally, on the 7-ACA project, our objective remains unchanged, commissioning and the first commercial batch by March of '27.”
- 7-ACA ramp-up and utilisation→80% to 100% by the end of the first year· First year after start-up
“So, our ramp-up plan is to go to about 80% to 100% by the end of the first year.”
- 7-ACA captive use / third-party sales mix→80% in-house use and 20% selling to third party· Long-term
“With respect to utilization, our long-term guidance on this is 80% in-house use and 20% selling to third party.”
- Cefiderocol project commissioning and validation batches→commissioning by December of '26, followed by validation and initial batches during January to March '27 period· December 2026 to March 2027
“We target commissioning by December of '26, followed by validation and initial batches during January to March '27 period.”
- Cefiderocol approval timing in India→6 to 9 months from facility readiness· Q3 of next financial year
“7-ACA is March 2027, and Cefiderocol, facility would be ready by December, and first product approval will take 6 to 9 months from there for Cefiderocol approval in India depending on DCGI granting the clinical trial waiver. So, that would be Q3 of next financial year.”
- 7-ACA capex→INR750 crores· FY27 / project completion period
“Yeah, it's already there in the presentation, but INR750 crores is for the 7-ACA project and USD20 million to USD25 million, I don't remember the crores amount we have disclosed, for the cefiderocol project.”
- Cefiderocol capex→USD20 million to USD25 million· FY27 / project completion period
“Yeah, it's already there in the presentation, but INR750 crores is for the 7-ACA project and USD20 million to USD25 million, I don't remember the crores amount we have disclosed, for the cefiderocol project.”
- Exblifep Russia licensing arrangement value→approximately USD178 million estimated 10-year value· 10 years
“In Russia, the estimated 10-year value of our licensing arrangement is approximately USD178 million.”
- PLI benefit entitlement→2 years· Based on the current scenario
“PLI, we'll probably be entitled for 2 years. Based on the current scenario, we'll be entitled for 2 years.”
Taken from management commentary on the company’s earnings call and quoted verbatim. These are statements of intent made by the company, not forecasts by Bharatstox, and nothing here records whether they were met.
On air
4 calls · outcomes not trackedRecorded as stated on air, with the analyst's SEBI registration status where it was given. Anchor calls carry no registration and are marked. Bharatstox does not make, endorse or repeat these calls, and none of them is our view.
| Channel & show | Aired | Stated target | Stated stop | Outcome |
|---|---|---|---|---|
| Zee BusinessZee Business · no registration attached | 19 Aug | +24.2% | — | still open |
| Zee BusinessZee Business · no registration attached | 19 Aug | +24.1% | — | still open |
| Zee BusinessZee Business · no registration attached | 4 Aug | +4.4% | — | still open |
| Zee BusinessZee Business · no registration attached | 4 Aug | +4.4% | -2.1% | still open |
Shareholding
change across 4 filings| Category | Sep 26 | Aug 26 | Jun 26 | Mar 26 | Change |
|---|---|---|---|---|---|
| Promoters | 74.5 | 74.5 | 69.8 | 69.8 | +4.7 |
| Foreign institutions | 0.9 | 0.9 | 0.8 | 0.9 | 0.0 |
| Domestic institutions | 17.4 | 17.5 | 20.8 | 20.3 | −2.9 |
| Retail & others | 7.2 | 7.1 | 8.6 | 9.0 | −1.8 |
As filed with the exchange for the periods ending Mar 26 to Sep 26.
Filings
latest 25 of 207- Certificate under SEBI (Depositories and Participants) Regulations, 20189 Oct 2026
- Shareholders meeting1 Oct 2026
- Shareholders meeting29 Sept 2026
- Trading Window28 Sept 2026
- Updates23 Sept 2026
- Intimation under regulation 30- Trading Approval of Equity Shares issued and allotted under Scheme of Amalgamation23 Sept 2026
- Updates22 Sept 2026
- Intimation under Regulation 30 of SEBI (Listing Obligation and Disclosure Requirement) Regulations, 201522 Sept 2026
- Updates21 Sept 2026
- Investor roadshow scheduled to be held in Mumbai21 Sept 2026
- Annual Report of the Company for FY 2025-26.8 Sept 2026
- Business Responsibility and Sustainability Report for FY 2025-268 Sept 2026
- Updates8 Sept 2026
- Notice of 33rd Annual General Meeting of the Company7 Sept 2026
- Shareholders meeting7 Sept 2026
- Change in Management3 Sept 2026
- Appointment of cost auditor for FY 2026-27 and change in designation of director.3 Sept 2026
- Outcome of Board meeting.3 Sept 2026
- Outcome of Board Meeting3 Sept 2026
- Analysts/Institutional Investor Meet/Con. Call Updates24 Aug 2026
- Transcript of Analysts/Investors earning call held with public at large on August 21, 2026.24 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates21 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates20 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates17 Aug 2026
- Monitoring Agency Report14 Aug 2026
The 25 most recent of 207 filings we hold for ORCHPHARMA, back to January 2024. Every filing, by day.
Disclaimer
Guidance is quoted from management commentary on quarterly earnings calls; the words are the company's own and the targets are theirs, not ours. Peer comparisons use quarterly financials sourced from Screener, with every company measured at the same fiscal quarter; the peer set is companies sharing the same industry classification, and comparisons are descriptive, not a ranking or a view. Broadcast calls are reproduced as stated on air, attributed, with the analyst's SEBI registration status where given; they are not our calls and not our view. Filings are reproduced as companies filed them to the NSE and BSE; Bharatstox does not verify, endorse or comment on their contents. This page is for informational and educational purposes only and does not constitute investment advice, research, or a recommendation to buy or sell any security. Investing in securities markets is subject to market risks. Read all related documents carefully before investing.