Cupid FY27 için gelir ve net kar hedeflerini yükseltti; 2026’da hisse %160 arttı

Kısaca

Cupid, FY27 gelirini 725-750 crore aralığında ve net karını 210-225 crore aralığında hedefledi. Şirket, 33. genel kurul toplantısında bu yönelimleri paylaştı. FY26’da gelir 391 crore, PAT 108 crore oldu; ihracat 208 crore olup toplam gelir içinde yaklaşık 60% paya sahipti. FY28 için 1.085 crore ve FY29 için 1.500 crore gelir hedefleri öngörüldü; bu, iki motorlu iş modeliyle destekleniyor.

Ana mesele

Cupid, FY27 için gelir ve net kar hedeflerini yukarı taşıyarak büyüme görünümünü güçlendirdi

Ne değişti?

Kısa vadede 142% gelir artışı ve 194% PAT artışıyla olumlu momentum sürüyor

Beni nasıl etkiler?

Yatırımcılar için güven ve kısa vadeli hisseler üzerinde hareket olasılığı artabilir

Ne oldu?

June çeyreğinde toplam gelir 157 crore, PAT 44 crore olarak açıklandı; EBITDA marjı 39% olarak belirtildi.

Neden şimdi?

FY26 performansı ve kapasite genişlemesiyle momentum oluştu; piyasa taleplerine yanıt olarak FY27 rehberi güncellendi.

Neden önemli?

Güçlü performans ve genişleyen üretim kapasitesi, iki ana iş kolunun büyüme yolunu destekliyor.

Kimler etkileniyor?

• Yatırımcılar
• BSE analitik kullanıcıları
• Uluslararası sağlık ve Bharat tüketici işlerini yürüten ekipler

Sektör ve piyasa etkisi

Finans ve tüketim sektörü üzerinde olumlu beklentiler doğabilir

Riskler

• Piyasa volatilitesi ve kur dalgalanmaları
• uluslararası ticaret koşulları
• temel yatırımcı duyarlılığına bağlı hareketler

Takip edilmesi gerekenler

• FY27 gelir aralığının gerçekleşmesi
• marjlar ve üretim kapasitesinin ilerleyişi
• ihracat payının değişimi

Haberin tamamı

Cupid Limited has raised its FY27 revenue and net profit guidance after reporting strong growth in the June quarter, with the company targeting revenue of Rs 725-750 crore and net profit of Rs 210-225 crore for the financial year.Cupid shares settled at Rs 273.10, higher by 5.83% from the previous close of Rs 258.05 per share on the BSE.

For the year till date, the counter has appreciated by a whopping 160% and 520% in the last one year, as per BSE analytics.The guidance was outlined by Aditya Kumar Halwasiya, Chairman & Managing Director, Cupid Limited, at the company's 33rd Annual General Meeting, where he highlighted the company's FY26 performance, progress in its consumer and international businesses, new manufacturing capacity and strategic priorities for FY27 and beyond.Cupid entered FY27 with strong momentum.

In the June quarter, total income grew 142% to Rs 157 crore, while profit after tax increased 194% to Rs 44 crore. EBITDA margin stood at 39%.Based on the strength of the quarter, the order pipeline and momentum across its two business engines — global healthcare and the Bharat consumer business — the company raised its FY27 guidance.

For the medium term, Cupid is working towards revenue of Rs 1,085 crore in FY28 and Rs 1,500 crore in FY29.Strong FY26 performanceCupid delivered strong growth during FY26, with total income increasing 93% to Rs 391 crore from Rs 203 crore, while profit after tax grew 165% to Rs 108 crore from Rs 41 crore.

EBITDA increased 180%, net profit margin crossed 30%, and net worth rose from Rs 342 crore to Rs 451 crore.The company exceeded its initial FY26 guidance of Rs 335 crore revenue and Rs 100 crore profit and ended the year with its strongest quarter in history.Consumer business and global healthcareCupid's business continues to be driven by two complementary growth engines — its global healthcare business and Bharat consumer business.During FY2026, exports reached Rs 208 crore, accounting for close to 60% of revenue, across more than 125 countries, with the company's order pipeline reaching its strongest level.The consumer business includes condoms, personal lubricants and a growing portfolio of Consumer Healthcare and FMCG products.

It contributed approximately Rs 122 crore in FY26, including Rs 84 crore from recently launched FMCG products.The company said its growth strategy increasingly focuses on moving from global leadership to consumer scale, combining its established global healthcare business with the growth opportunity in Bharat's consumer market.Palava expansionCupid is developing nitrile capabilities, including a premium, latex-free nitrile female condom aimed at a global market expected to exceed $1.2 billion by 2030.The company's 170,000 sq ft Palava facility is scheduled for commissioning in the next quarter and is expected to support total capacity of approximately 1.25 billion male condoms and 125 million female condoms annually at full capacity.

The facility represents Cupid's largest manufacturing investment.Expanding consumer distributionCupid has committed Rs 331.53 crore to Baazar Style Retail, providing access to more than 280 stores.

The network is expected to cross 500 stores over the next two to three years.The initiative is expected to contribute approximately Rs 150 crore of revenue in FY27, with potential to scale towards Rs 500 crore annually in the next few years.International expansionIn July 2026, Cupid made an additional $5 million follow-on investment in GII Healthcare Investment Limited, fully funded through internal accruals.

The investment provides greater exposure to the broader GCC healthcare opportunity, including healthcare assets in Saudi Arabia.In August 2026, the Board gave in-principle approval for a proposed manufacturing venture in South Africa with a local partner. Under the proposed structure, Cupid is expected to hold up to 49%, while the South African partner and/or qualifying local shareholders would hold at least 51%.

The proposed asset-light model would see Cupid contribute manufacturing expertise, technical know-how, technology transfer, quality systems and training, while the local partner would arrange capital expenditure, working capital and operating funding.FY27 and medium-term targetsCupid has raised its FY27 guidance to:Revenue: Rs 725-750 croreNet profit: Rs 210-225 croreFor the medium term, the company is working towards:FY28 revenue: Rs 1,085 croreFY29 revenue: Rs 1,500 croreCommenting on the development, Halwasiya said FY26 marked an important phase in Cupid's growth journey, with strong financial performance reflecting the progress made in strengthening its core business, expanding its consumer portfolio and building new capabilities.

Our global healthcare franchise continues to provide a strong foundation, while the growing Consumer Healthcare and FMCG business is opening a larger opportunity in Bharat, he said.As the company moves into FY27, Halwasiya said the focus remains on scaling the business in a disciplined manner, with the expansion of manufacturing capacity at Palava, deeper consumer distribution, new product capabilities and its growing international presence creating multiple avenues for long-term growth.

With a stronger platform, increased capacity and a clear growth roadmap, we remain focused on building a larger and more diversified healthcare and consumer business while maintaining discipline on profitability, governance and capital allocation.

Our objective is to convert the opportunities ahead into sustainable long-term value for all our stakeholders, Halwasiya said.Disclosure: This article has been written by Kumar Gaurav, who is not a SEBI-registered Research Analyst or an Investment Adviser. Gaurav and their ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication.

Haberin tamamı için kaynak bağlantısını ziyaret edin.

Kaynaklar

• Economic Times - Markets