Eris Lifesciences Ltd. share price target

Strong FY26 guidance with +15% revenue growth with 36% OPM. up 70% YoY). Eris has opted for inorganic route to diversify and scale up expect margins to scale up from the current level of 35% as revenue scales up from recent acquisitions, which are currently operating at sub-optimal profitability. The company has multiple growth levers such as broad-based...

Eris Lifesciences (ERIS) posted lower-than-expected 4QFY25 performance. This has been largely due to a marginal slip in the execution, particularly in the insulin revenue.

Base domestic growth at 12% vs IMP growth of 8% due to new product launches and price increase

Eris Lifescience’s (ERIS) 3QFY25 performance came in below our estimates. Lower-than-expected revenue growth led to lower operating leverage, which affected the overall performance.

Q2 revenue/PAT above our estimates due to better traction in both base and acquired businesses

ERIS posted strong revenue performance in Q4 with a beat of 8%, but EBITDA came below BBG consensus due to higher opex and one-offs

Harnessing Growth Through Strategic Acquisitions

Q1 revenue/PAT in line but operating margin ahead of consensus at 36.4% (+395bps YoY)

Consolidated Q4 revenue/EBITDA growth of 32%/23% YoY missed consensus by 3%/10%