Emcure Pharma Shares Rally 20% in 2 Days After Stellar Q4 Earnings

Market Performance

Emcure Pharma shares witnessed a remarkable two-day rally, climbing 20% this week. The stock hit the 10% upper circuit at ₹1,288.65 on Friday, May 23, building on a 9% surge in the previous session.

This impressive upswing comes after the company posted strong Q4 earnings, catching the eye of market participants.

Main News

The pharmaceutical firm, backed by Shark Tank India's Namita Thapar, delivered a robust performance in the quarter ending March 2025 (Q4FY25). Thapar, who serves as a key face in the investor community, owns 50.71 lakh shares, representing a 2.68% stake in the company.

Q4FY25 Highlights:

• Total two-day stock gain: +20%
• Friday's close: ₹1,288.65 (locked in 10% upper circuit)
• Surge attributed to strong Q4 earnings

Company Financials

Emcure's fourth-quarter results underscore a consistent growth trajectory, domestically and internationally.

Revenue

• ₹2,116 Crore in Q4FY25
• Up 20% YoY from ₹1,771 Crore

EBITDA

• Detailed EBITDA was not disclosed, but the company highlighted improvement due to operational efficiency and new product introductions.

EBITDA Margins

• Margins are improving, driven by international market penetration and domestic product pipeline expansion.

Net Profits

• Q4FY25: ₹189 crore
• +64% YoY from ₹115 crore in Q4FY24
• +26.4% QoQ from ₹156 crore in Q3FY25

Segment-Wise Performance

Domestic Business:

• Revenue: ₹929 crore
• Growth: +24.8% YoY
• Strong performance in women's health, cardiology, dermatology, and OTC products

International Business:

• Revenue: ₹1,187 crore
• Growth: +15.6% YoY

Region-wise Highlights:

• Rest of the World: ₹481 Crore (+39.3% YoY)
• Canada: ₹310 Crore (+6.2% YoY), aided by Mantra acquisition
• European Union: Modest +1.7% YoY growth

The management emphasized continued focus on margin improvement through new product launches and operational efficiency in FY26.

Dividend Update

The Board has recommended a final dividend of ₹3 per equity share (30% of the face value). This is subject to approval at the upcoming AGM and will be disbursed as per regulatory timelines.

Stock Performance Since Listing

• IPO Price (July 2024): ₹1,008
• Current Price (May 23): ₹1,288.65
• +28% gain from IPO
• 18% below all-time high of ₹1,577.50 (September 2024)
• +45% rise from 52-week low of ₹890 (April 2025)

Monthly Stock Movement:

• May 2025: +25%
• April 2025: –5%
• March 2025: +9%
• February 2025: –20%
• January 2025: –15%

Summary

Emcure Pharma shares have surged sharply following a stellar Q4FY25 performance, marking a 20% jump in just two sessions. With robust growth across domestic and international markets, a strong product pipeline, and a focus on operational efficiency, the company is positioning itself for continued upward momentum in FY26.

The performance of Emcure Pharma shares in recent months reflects growing investor confidence and a positive shift in market sentiment.