Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹1,771, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 28x in the Pharmaceuticals industry in India. Total returns to shareholders of 144% over the past three years. Valuation Update With 7 Day Price Move • May 26
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,400, the stock trades at a trailing P/E ratio of 34.1x. Average trailing P/E is 30x in the Pharmaceuticals industry in India. Total returns to shareholders of 99% over the past three years. Reported Earnings • May 18
Full year 2026 earnings released: EPS: ₹40.92 (vs ₹42.02 in FY 2025) Full year 2026 results: EPS: ₹40.92 (down from ₹42.02 in FY 2025). Revenue: ₹3.96b (up 9.3% from FY 2025). Net income: ₹414.8m (down 2.2% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 16
Beta Drugs Limited to Report Fiscal Year 2026 Results on May 14, 2026 Beta Drugs Limited announced that they will report fiscal year 2026 results on May 14, 2026 Valuation Update With 7 Day Price Move • Apr 02
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹1,387, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 26x in the Pharmaceuticals industry in India. Total returns to shareholders of 108% over the past three years. New Risk • Mar 25
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 17
Third quarter 2026 earnings released: EPS: ₹8.40 (vs ₹8.91 in 3Q 2025) Third quarter 2026 results: EPS: ₹8.40 (down from ₹8.91 in 3Q 2025). Revenue: ₹895.8m (down 1.6% from 3Q 2025). Net income: ₹85.2m (down 5.3% from 3Q 2025). Profit margin: 9.5% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₹1,130, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 27x in the Pharmaceuticals industry in India. Total returns to shareholders of 85% over the past three years. Announcement • Feb 12
Beta Drugs Limited to Report Q3, 2026 Results on Feb 14, 2026 Beta Drugs Limited announced that they will report Q3, 2026 results on Feb 14, 2026 Announcement • Nov 03
Beta Drugs Limited to Report First Half, 2026 Results on Nov 06, 2025 Beta Drugs Limited announced that they will report first half, 2026 results on Nov 06, 2025 Reported Earnings • Sep 10
Full year 2025 earnings released: EPS: ₹42.02 (vs ₹37.90 in FY 2024) Full year 2025 results: EPS: ₹42.02 (up from ₹37.90 in FY 2024). Revenue: ₹3.62b (up 23% from FY 2024). Net income: ₹424.2m (up 16% from FY 2024). Profit margin: 12% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 04
Beta Drugs Limited, Annual General Meeting, Sep 30, 2025 Beta Drugs Limited, Annual General Meeting, Sep 30, 2025, at 10:30 Indian Standard Time. Location: village nandpur, lodhimajra road, baddi, distt solan, h.p. - 174101, solan India New Risk • Jul 02
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company. New Risk • May 25
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹2,059, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 30x in the Pharmaceuticals industry in India. Total returns to shareholders of 251% over the past three years. New Risk • Jan 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Announcement • Nov 27
Beta Drugs Limited Approves Board Appointments Beta Drugs Limited announced that at its board meeting held on 27 November 2024, approved the appointment of Mr. Sanjay Sehgal as an additional non-executive director on the Board; (Independent) and Mr. Ajay Mahipal as an additional non-executive director on the board. Mr. Sanjay Sehgal is a Post graduate in Commerce, having approx 30 years of experience. He is having an experience in the field of Financial Management, Accounts and expertise in Logistics. Mr. Sanjay Sehgal is not related to any of the directors on the Board. Mr. Ajay Mahipal is a Partner at HealthQuad, India's largest healthcare transformation fund set up to nurture innovative models which radically improve healthcare access and affordability by leveraging technology. He leads the team at HealthQuad across fund raising, investments, portfolio management and exits. He has been an active & eminent speaker across multiple Global Healthcare conferences and author to several healthcare publications. Mr. Ajay Mahipal has over two decades of experience across Investment Management (Venture Capital, Private Equity), Corporate Strategy & Planning, Corporate Finance & Investment Banking. He is serving on Board and is a mentor to several marquee companies. He led India's first dedicated early stage Healthtech Fund, CURRAE Healthtech Fund. He chaired the Board of Directors for JV between Amazon & Patni Group. His experience ranges across Patni Family Office, E&Y, American Express, Elara Capital & Pepsi. He has won several awards including 40 under 40 Award for best Alternate Investment Professionals. He is a graduate from SRCC, a Chartered Accountant and MBA from Indian Institute of Management. Mr. Ajay Mahipal is not related to any of the directors on the Board. Date of appointment is 27 November 2024. Reported Earnings • Nov 12
First half 2025 earnings released: EPS: ₹25.42 (vs ₹20.67 in 1H 2024) First half 2025 results: EPS: ₹25.42 (up from ₹20.67 in 1H 2024). Revenue: ₹1.80b (up 28% from 1H 2024). Net income: ₹244.4m (up 23% from 1H 2024). Profit margin: 14% (in line with 1H 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,971, the stock trades at a trailing P/E ratio of 52x. Average trailing P/E is 38x in the Pharmaceuticals industry in India. Total returns to shareholders of 234% over the past three years. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹1,922, the stock trades at a trailing P/E ratio of 50.7x. Average trailing P/E is 43x in the Pharmaceuticals industry in India. Total returns to shareholders of 284% over the past three years. Announcement • Sep 02
Beta Drugs Limited, Annual General Meeting, Sep 30, 2024 Beta Drugs Limited, Annual General Meeting, Sep 30, 2024, at 10:30 Indian Standard Time. Location: village nandpur, lodhimajra road, baddi, distt solan, h.p. - 174101, India Valuation Update With 7 Day Price Move • Aug 29
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹1,663, the stock trades at a trailing P/E ratio of 43.9x. Average trailing P/E is 39x in the Pharmaceuticals industry in India. Total returns to shareholders of 362% over the past three years. New Risk • May 25
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹1,379, the stock trades at a trailing P/E ratio of 38.1x. Average trailing P/E is 32x in the Pharmaceuticals industry in India. Total returns to shareholders of 1,105% over the past three years. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹1,214, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 31x in the Pharmaceuticals industry in India. Total returns to shareholders of 903% over the past three years. Reported Earnings • Nov 12
First half 2024 earnings released: EPS: ₹20.67 (vs ₹16.47 in 1H 2023) First half 2024 results: EPS: ₹20.67 (up from ₹16.47 in 1H 2023). Revenue: ₹1.41b (up 26% from 1H 2023). Net income: ₹198.7m (up 26% from 1H 2023). Profit margin: 14% (in line with 1H 2023). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 108% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Sep 11
Full year 2023 earnings released: EPS: ₹31.95 (vs ₹25.83 in FY 2022) Full year 2023 results: EPS: ₹31.95 (up from ₹25.83 in FY 2022). Revenue: ₹2.27b (up 24% from FY 2022). Net income: ₹307.2m (up 24% from FY 2022). Profit margin: 14% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 136% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 18
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹988, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 29x in the Pharmaceuticals industry in India. Total returns to shareholders of 1,048% over the past three years. Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹788, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 26x in the Pharmaceuticals industry in India. Total returns to shareholders of 1,503% over the past three years. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Manmohan Khanna was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Oct 28
First half 2023 earnings released: EPS: ₹16.47 (vs ₹12.22 in 1H 2022) First half 2023 results: EPS: ₹16.47 (up from ₹12.22 in 1H 2022). Revenue: ₹1.13b (up 28% from 1H 2022). Net income: ₹158.3m (up 35% from 1H 2022). Profit margin: 14% (in line with 1H 2022). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 103% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improved over the past week After last week's 19% share price gain to ₹784, the stock trades at a trailing P/E ratio of 41.2x. Average trailing P/E is 22x in the Pharmaceuticals industry in India. Total returns to shareholders of 868% over the past three years. Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment deteriorated over the past week After last week's 21% share price decline to ₹707, the stock trades at a trailing P/E ratio of 37.2x. Average trailing P/E is 21x in the Pharmaceuticals industry in India. Total returns to shareholders of 656% over the past three years. Valuation Update With 7 Day Price Move • May 23
Investor sentiment improved over the past week After last week's 15% share price gain to ₹924, the stock trades at a trailing P/E ratio of 48.6x. Average trailing P/E is 22x in the Pharmaceuticals industry in India. Total returns to shareholders of 950% over the past three years. Valuation Update With 7 Day Price Move • Apr 29
Investor sentiment improved over the past week After last week's 38% share price gain to ₹903, the stock trades at a trailing P/E ratio of 47.5x. Average trailing P/E is 24x in the Pharmaceuticals industry in India. Total returns to shareholders of 693% over the past three years. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Manmohan Khanna was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 14
Beta Drugs Limited Gets DCGI Approval for Its New Drug KABONIB Beta Drugs Ltd. (BDL) has developed an in-house Cabozantinib under the brand name KABONIB and received approval from the Drug Controller General of India (DCGI) to manufacture its API & formulation. Valuation Update With 7 Day Price Move • Jan 03
Investor sentiment improved over the past week After last week's 18% share price gain to ₹655, the stock trades at a trailing P/E ratio of 34.4x. Average trailing P/E is 26x in the Pharmaceuticals industry in India. Total returns to shareholders of 770% over the past three years. Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improved over the past week After last week's 21% share price gain to ₹624, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 23x in the Pharmaceuticals industry in India. Total returns to shareholders of 755% over the past three years. Recent Insider Transactions • Nov 09
Chairman & MD recently bought ₹1.7m worth of stock On the 4th of November, Rahul Batra bought around 3k shares on-market at roughly ₹598 per share. This was the largest purchase by an insider in the last 3 months. This was Rahul's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Oct 19
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹506, the stock trades at a trailing P/E ratio of 41.5x. Average trailing P/E is 26x in the Pharmaceuticals industry in India. Total returns to shareholders of 743% over the past three years. Valuation Update With 7 Day Price Move • Sep 29
Investor sentiment improved over the past week After last week's 19% share price gain to ₹470, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 26x in the Pharmaceuticals industry in India. Total returns to shareholders of 563% over the past three years. Valuation Update With 7 Day Price Move • Sep 09
Investor sentiment improved over the past week After last week's 16% share price gain to ₹372, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 25x in the Pharmaceuticals industry in India. Total returns to shareholders of 298% over the past three years. Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improved over the past week After last week's 20% share price gain to ₹347, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 25x in the Pharmaceuticals industry in India. Total returns to shareholders of 273% over the past three years. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improved over the past week After last week's 23% share price gain to ₹219, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 23x in the Pharmaceuticals industry in India. Total returns to shareholders of 75% over the past three years. Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment improved over the past week After last week's 19% share price gain to ₹145, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 20x in the Pharmaceuticals industry in India. Total returns to shareholders of 5.7% over the past three years. Recent Insider Transactions • Nov 20
Chairman & MD recently bought ₹827k worth of stock On the 14th of November, Vijay Batra bought around 6k shares on-market at roughly ₹129 per share. This was the largest purchase by an insider in the last 3 months. Vijay has been a buyer over the last 12 months, purchasing a net total of ₹2.9m worth in shares. Is New 90 Day High Low • Oct 10
New 90-day high: ₹131 The company is up 112% from its price of ₹61.95 on 09 July 2020. The Indian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 19% over the same period. Is New 90 Day High Low • Sep 18
New 90-day high: ₹102 The company is up 65% from its price of ₹61.50 on 19 June 2020. The Indian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 19% over the same period. Announcement • Jul 30
Beta Drugs Limited (NSEI:BETA) acquired Adley Lab Ltd from group of shareholders for INR 45 million. Beta Drugs Limited (NSEI:BETA) acquired Adley Lab Ltd from group of shareholders for INR 45 million on October 25, 2019. Beta Drugs Limited (NSEI:BETA) will acquire 1.75 million shares. The total value of the consideration payable is INR 45 million which is discharged by issue of 0.31 million Equity Shares preferential basis and the remaining by normal banking channels. The transaction is approved by the acquirer's shareholders on June 28, 2019.
Beta Drugs Limited (NSEI:BETA) acquired Adley Lab Ltd from group of shareholders on October 25, 2019. Announcement • Jul 17
Beta Drugs Limited to Report Fiscal Year 2020 Results on May 28, 2020 Beta Drugs Limited announced that they will report fiscal year 2020 results on May 28, 2020 Announcement • Jun 22
Beta Drugs Limited (NSEI:BETA) agreed to acquire Adley Lab Ltd from a group of shareholders for INR 45.04 million Beta Drugs Limited (NSEI:BETA) agreed to acquire Adley Lab Ltd from a group of shareholders for INR 45.04 million on May 29, 2019. Beta Drugs Limited entered into share purchase agreement to acquire Adley Lab Ltd from group of shareholders on June 28, 2019. Beta Drugs Limited (NSEI:BETA) will acquire 1.75 million shares. The total value of the consideration payable is INR 45 million which is discharged by issue of 0.31 million Equity Shares preferential basis and the remaining by normal banking channels. The transaction is approved by the acquirer's shareholders on June 28, 2019.