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AKUMS DRUGS AND PHARMA L

AKUMSNSE
Market snapshot · 2026-08-11 11:58 UTC

760.95

+₹30.85 (+4.23%)

MARKET CAP

₹11.65K Cr

STOCK P/E

43.6x

52W HIGH

₹769.45

52W LOW

₹409.30

BOOK VALUE

₹216.41

EPS

₹17.45

ROE

8.02%

SECTOR

Health Care

DEBT/EQUITY

5.76

VOLUME

11.48L

P/B RATIO

3.52x

PEG RATIO

-1.02

Sector

Health Care

Themes

Pharmaceuticals
D
Dividend
E
Earnings
₹730.10₹652.08₹574.06₹496.04₹418.02VolumeEEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for AKUMS.

3.00 analysts

Price Forecast

Current
₹752.75
High Target
₹780.00
▲ +3.6%
Median Target
₹680.00
▼ -9.7%
Low Target
₹610.00
▼ -19.0%
Now₹752.75High ₹780.00Median ₹680.00Low ₹610.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
3 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹621.87 - ₹936.1480%
6M₹579.14 - ₹1,03380%
12M₹527.83 - ₹1,19680%
Realized vol: +31.9% · Drift: +10.5%

Revenue Forecast

₹ Cr
Jun '26Current₹392.0
Sep 2026 ETrend estimate range
High₹367.4Base₹340.2Low₹313.0
Sep '25: ₹309.0 · Dec '25: ₹369.0 · Mar '26: ₹338.0 · Jun '26: ₹392.0 · Sep '26: ₹340.2 · Dec '26: ₹406.3
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E309.0369.0338.0392.0340.2406.3
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹2.85
Sep 2026 ETrend estimate range
High₹1.24Base₹1.11Low₹0.98
Sep '25: ₹1.49 · Dec '25: ₹1.79 · Mar '26: ₹0.97 · Jun '26: ₹2.85 · Sep '26: ₹1.11 · Dec '26: ₹1.34
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E1.491.790.972.851.111.34
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Mixed
42%
Analyst Consensus
Positive

From 3 analysts

Mean upside-8.3%

Fundamentals

Weakening

Fundamentals institutional score is 39 using EVA spread proxy -4.0%; growth durability 59.1.

Valuation

Premium valuation

Valuation institutional score is 34 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Neutral

Analyst View institutional score is 56 using mean target upside -8.3%; dispersion penalty 9.9; recommendation breadth from available consensus.

Technical Structure

Weak Structure

Technicals institutional score is 25 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 10 recent ticker-linked news items.

Signal Summary

Market intelligence remains Mixed. Available evidence provides partial support, while fundamentals and valuation remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals WeakeningValuation Premium valuationAnalyst Consensus NeutralTechnical Structure Weak StructureMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price690 target
Mean Upside-8.3%
Technical Score25%
Fundamental Score39%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 45.0% above historical median. Valuation is stable — currently in the strongly overvalued zone (z-score: +1.38). Confidence: 75%.

Live forward EPS implies next-12-month EPS of ₹32.42. Applying the stock's normalized valuation corridor produces a fair range of ₹858.16 to ₹1,149.61, with base value near ₹975.19 (+28.2% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹32.42

Forward P/E

23.5x

Base Fair Value

₹975.19

Fair Range

₹858.16 - ₹1,149.61

Upside To Base

+28.2%

Estimate Source

Live forward EPS

Growth Estimate

-42.6%

P/E
Strongly Overvalued

5Y Average

31.76

Current

43.61

Overvalued

35.46

Undervalued

26.47

EV/EBITDA
Strongly Overvalued

5Y Average

13.14

Current

18.04

Overvalued

14.38

Undervalued

10.84

P/S
Strongly Overvalued

5Y Average

1.95

Current

2.67

Overvalued

2.24

Undervalued

1.65

Peers & Comparison

Sector: Health Care · Theme: Pharmaceuticals

Pharmaceuticals Peers8 peers
Avg P/E: 64.3x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
CAPLIN POINT LAB LTD.
CAPLIPOINTPharmaceuticals
+19.0%29.3%
31.2x
Undervalued
-51% vs avg
+25.2%
ALIVUS LIFE SCIENCES LTD
ALIVUSPharmaceuticals
+6.4%23.3%
28.4x
Undervalued
-56% vs avg
+43.2%
CONCORD BIOTECH LIMITED
CONCORDBIOPharmaceuticals
+26.2%24.8%
49.1x
Undervalued
-24% vs avg
-13.9%
BLUE JET HEALTHCARE LTD
BLUEJETPharmaceuticals
-17.4%26.5%
43.6x
Undervalued
-32% vs avg
-23.8%
IPCA LABORATORIES LTD
IPCALABPharmaceuticals
+6.3%11.8%
38.8x
Undervalued
-40% vs avg
+22.5%
AJANTA PHARMA LIMITED
AJANTPHARMPharmaceuticals
+24.8%19.6%
38.6x
Undervalued
-40% vs avg
+30.0%
ASTRAZENECA PHARMA IND LT
ASTRAZENPharmaceuticals
+20.4%8.2%
116.9x
Premium
+82% vs avg
-6.7%
COHANCE LIFESCIENCES LTD
COHANCEPharmaceuticals
-23.1%5.0%
167.5x
Premium
+160% vs avg
-53.0%
WHY THESE PEERS

AKUMS DRUGS AND PHARMA L trades at a discount (43.6x vs peer avg 64.3x), suggesting potential undervaluation relative to the Pharmaceuticals cohort. Peers include CAPLIN POINT LAB LTD., ALIVUS LIFE SCIENCES LTD, CONCORD BIOTECH LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹392 CrJun 2026

Latest net profit

₹45 CrJun 2026

Latest EPS

₹2.85Jun 2026

Net margin

12.0%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%4.0%8.0%12.0%16.0%0.00 Cr100 Cr200 Cr300 Cr400 Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr100 Cr200 Cr300 Cr400 Cr₹0₹1₹2₹2₹3
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr100 Cr200 Cr300 Cr400 Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-950 Cr0.00 Cr950 Cr1.90K Cr2.85K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +316447383298317328337329332309369338392
Expenses +503358351359274285303311288292344327344
Operating Profit-1878932-61444334184417251249
OPM %-59%20%8%-20%14%13%10%5%13%5%7%3.5%12%
Other Income +2042525263234322927262526
Interest4555642332232
Depreciation78899911101011121213
Profit before tax-1788143-49546255376031362259
Tax %6%35%32%18%23%18%25%26%25%25%22%30%24%
Net Profit +-1905329-58425041284523281545
EPS in Rs-13.263.692.05-4.052.843.202.621.752.851.491.790.972.85
Raw PDF
YOY Sales Growth %0.53%-26.54%-11.94%10.19%4.78%-5.80%9.25%2.93%18.00%
Material Cost %64%55%63%62%59%58%64%63%59%62%64%61%60%
Employee Cost %12%10%12%16%15%15%15%16%15%18%15%17%15%
Exceptional items0.00-18.100.00-1.290.000.000.000.000.000.00-3.81-2.710.00
Other income normal20.4022.1724.8926.6626.1832.1233.8432.0528.5627.0829.6027.7326.10
Exceptional items AT0.00-11.790.00-1.060.000.000.000.000.000.00-2.90-1.890.00
Profit excl Excep-189.6764.5429.34-56.8141.8850.3741.1727.5944.8723.4631.0117.0944.84
Profit for PE-189.6764.5429.34-56.8141.8850.3741.1727.5944.8723.4631.0117.0944.84
Profit for EPS-189.6752.7529.34-57.8741.8850.3741.1727.5944.8723.4628.1115.2044.84
YOY Profit Growth %122.08%-21.96%40.32%148.57%7.14%-53.42%-24.68%-38.06%-0.07%

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +75.26%75.26%75.26%75.26%75.26%
FIIs +4.24%2.27%1.14%1.38%1.91%
DIIs +8.85%9.28%14.41%14.36%13.44%
Public +8.92%10.46%6.45%6.29%6.67%
Others2.73%2.73%2.74%2.71%2.72%
Jun 2026
Promoters +
FIIs +
DIIs +
Public +
Others

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Aug 10, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Aug 10, 2026PDFCompany Reports Open

Newspaper Publication

Aug 10, 2026PDFCompany Reports Open

Monitoring Agency Report

Aug 10, 2026PDFCompany Reports Open