Are Guj. Themis Bio. latest results good or bad?

Gujarat Themis Biosyn's latest financial results for Q2 FY26 highlight a notable performance across several key metrics. The company reported net sales of ₹42.35 crores, reflecting an 18.07% quarter-on-quarter growth and a robust 21.98% increase year-on-year. This marks the highest quarterly sales figure in the company's recent history. The operating profit margin, excluding other income, reached a record 49.47%, indicating strong cost management and pricing power.
Net profit for the quarter stood at ₹14.26 crores, which represents a significant 57.40% increase compared to the previous quarter. The net profit margin improved to 33.67%, showcasing effective operational leverage and tax management. These results are particularly impressive given the broader challenges faced by the pharmaceutical sector, which has seen negative returns over the past year.

The company also demonstrated exceptional capital efficiency, with a return on equity of 34.65% and a return on capital employed of 55.97%. This performance positions Gujarat Themis Biosyn favorably within its peer group, highlighting its operational excellence and ability to generate strong returns on shareholder capital.

In terms of evaluation, the company saw an adjustment in its evaluation, reflecting the strong operational metrics and financial performance. Overall, Gujarat Themis Biosyn's results indicate a strong operational foundation, with significant growth in revenue and profitability, despite the challenges in the pharmaceutical industry.