Venus Remedies – Snapshot (as of latest available data up to 27 May 2026)

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1. Company Overview

- Name: Venus Remedies Limited

- Sector: Pharmaceuticals – injectable formulations, research‑driven

- Incorporation: 1989; Headquartered in Chandigarh, India (thecompanycheck.com)

- Listings: BSE – 526953; NSE – VENUSREM (thecompanycheck.com)

Business profile

- Research‑based pharmaceutical company with strong focus on injectables, especially in:

- Anti‑infectives / antibiotics and antimicrobial resistance (AMR)

- Oncology

- Neurology, pain management, skin & wound care (screener.in)

- Among the larger makers of meropenem antibiotics in India; positioned as an emerging AMR player. (screener.in)

- Global presence with:

- 500+ to 1000+ marketing authorisations across regulated & emerging markets

- 130+ patents; 70–180 product portfolio (injectables, tablets, topicals) (screener.in)

- Subsidiaries for international business: Venus Pharma GmbH (Germany) and Venus Pharma Kft (Hungary). (icicidirect.com)

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2. Recent Financial Performance

FY26 (year ended 31 March 2026) – Standalone

- Revenue from operations: ₹768.73 crore (up ~19.3% YoY vs ₹644.47 crore in FY25). (icicidirect.com)

- Total income: ₹780.19 crore (up ~18.2% YoY vs ₹660.24 crore). (icicidirect.com)

- Net profit: ₹99.31 crore (up ~89% YoY vs ₹52.55 crore). (icicidirect.com)

- Basic EPS: ₹74.29. (icicidirect.com)

FY26 – Consolidated

- Revenue from operations: ₹769.60 crore (up ~17.9% YoY vs ₹652.89 crore). (icicidirect.com)

- Total income: ₹782.18 crore (up ~17.0% YoY vs ₹668.84 crore). (icicidirect.com)

- Net profit attributable to owners: ₹135.37 crore (up ~69.1% YoY vs ₹80.06 crore). (icicidirect.com)

- Basic EPS: ₹76.89. (icicidirect.com)

Q4 FY26 (Jan–Mar 2026) – Key trends

Standalone: (icicidirect.com)

- Revenue from operations: ₹259.01 crore,

- QoQ: +43.9% vs Q3 FY26 (₹179.95 crore)

- YoY: +31.7% vs Q4 FY25 (₹196.74 crore).

- Net profit: ₹43.45 crore,

- QoQ: +74.4% vs ₹24.92 crore

- YoY: +193.8% vs ₹14.79 crore.

- Basic EPS: ₹32.51.

Consolidated: (icicidirect.com)

- Revenue from operations: ₹259.40 crore (+43.9% QoQ, +31.2% YoY).

- Net profit attributable to owners: ₹40.68 crore (+25.6% QoQ, +248.6% YoY).

- EPS: ₹35.53.

Dividend: Board has recommended a final dividend of ₹10 per share (100% of face value) for FY26, subject to AGM approval. (icicidirect.com)

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3. Balance Sheet & Return Metrics (multi‑year snapshot)

From latest consolidated fundamentals (indicative, as of early July 2026): (screener.in)

- Market cap: ~₹2,400 crore.

- Return on Capital Employed (ROCE): ~20%.

- Return on Equity (ROE): ~15–16%.

- Debt profile: Described as “almost debt‑free” in recent screeners.

- 5‑year profit CAGR: ~26%+

- 5‑year sales growth: modest (~8–9% CAGR), implying recent strong profit upcycle is driven by margin improvement/operating leverage more than topline expansion.

(For exact capital structure and detailed balance sheet, refer to latest annual report and financial statements on company/stock‑exchange sites.)

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4. Valuation Snapshot (illustrative, not live)

Based on public data around 2 July 2026 from screening websites: (screener.in)

- Price (approx.): ₹1,795 per share (not live; please re‑check current quote on NSE/BSE).

- P/E: ~24x (on trailing earnings).

- P/B: ~3.4x.

- Book value per share: ~₹516.

- Dividend yield: near 0% historically, but FY26 proposed dividend (₹10/share) implies a modest yield on current price.

These numbers change with market price and new results; always cross‑verify on NSE/BSE or reputable data providers. Live tick‑by‑tick data is not provided here.

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5. Strategic/Business Highlights

- Core focus on AMR and critical‑care anti‑infectives: Positioning in antimicrobial resistance (AMR) and critical care injectables provides a niche within Indian pharma. (venusremedies.com)

- Oncology portfolio expansion: Recently received marketing authorisations for multiple cancer drugs in markets like Ukraine, supporting export‑led growth. (thecompanycheck.com)

- Global footprint: Approvals and presence across Europe, Australia, Africa, Asia‑Pacific, Latin America & Middle East; international business is a key growth driver. (in.linkedin.com)

- R&D‑driven:

- >130 patents and significant pipeline, especially in AMR space.

- In‑house research centre (Venus Medicine Research Centre) focused on infectious diseases and resistance. (in.linkedin.com)

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6. Key Positives (Analytical View – Example Only)

1. Earnings Momentum:

- Strong FY26 performance: revenue growth in high teens, net profit up 70–90% YoY, and EPS expansion. (icicidirect.com)

2. Improved Profitability & Returns:

- ROCE around 20% and ROE in mid‑teens now, after a period of balance‑sheet repair and margin improvement. (screener.in)

3. Cleaner Balance Sheet:

- Multiple sources describe the company as almost debt‑free, which reduces interest burden and risk in a cyclical/regulated sector. (screener.in)

4. Niche, complex products:

- Focus on injectables, carbapenems (e.g., meropenem) and AMR‑centric products can support higher entry barriers and margins versus plain‑vanilla generics. (screener.in)

5. Export Opportunity:

- Global marketing approvals (Europe, CIS, LatAm, etc.) provide diversification beyond India and can be a structural driver if regulatory compliance is maintained. (in.linkedin.com)

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7. Key Risks & Monitorables

1. Regulatory & Compliance Risk:

- As an injectable and export‑oriented company, it is heavily exposed to inspections and regulatory standards (EMA, other regulators). Any warning letters or GMP issues could materially impact exports.

2. Product/Geography Concentration:

- Heavy dependence on anti‑infective/AMR and a limited set of complex injectables means concentration risk. Pricing pressure or new competition in these molecules can hurt.

3. Volatility in Margins:

- Recent profit surge partly reflects operating leverage. If sales flatten, margins and ROE can revert. Raw material (API) cost swings can also affect profitability.

4. Valuation Risk:

- With P/E ~24x and P/B ~3.4x on trailing numbers, the stock is not “cheap” versus historical levels for mid‑cap injectables; any earnings disappointment could drive de‑rating. (screener.in)

5. Currency & Export Risk:

- Export‑heavy models are sensitive to FX moves, regulatory changes, and political risk in specific markets (e.g., CIS, Eastern Europe).

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8. Summary View (Not a Recommendation)

- Venus Remedies has transitioned into a higher‑profit, R&D‑driven injectable player with improving balance sheet quality and strong FY26 earnings momentum.

- The investment case revolves around:

- sustained growth in critical‑care injectables and AMR products,

- continued export scale‑up, and

- maintaining regulatory compliance at its facilities.

- At the same time, investors should be cautious about:

- sector‑wide pricing pressure,

- concentration in a few product/therapy pockets, and

- current valuation multiples that already factor in a good part of the recent turnaround.

This is an informational company report based on public data as of late May–early July 2026 and is not investment advice or a buy/sell recommendation. For any actual investment decision, please refer to the latest annual report, quarterly results, and your own/your advisor’s detailed valuation work.

If you have any further queries, please connect with us on 022-6290-10141 (Timings : 09.00 AM to 05.00 PM) or you can email us on info@cniinfoxchange.com