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Latest filing: 2026-08-13 18:38
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Rs 36.91 Cr Revenue: Novelix Pharmaceuticals Reports 65% YoY Revenue Growth in Q1 FY27
Novelix Pharmaceuticals (formerly Trimurthi Ltd) reported a significant scale-up in operations for Q1 FY27, with revenue reaching Rs 36.91 Cr, a 65% increase from Rs 22.35 Cr in the same quarter last year. Net profit surged to Rs 1.18 Cr from a low base of Rs 0.11 Cr YoY, reflecting the company's transition into the API (Bulk Drugs) segment. While the top-line growth is substantial, the business remains a low-margin operation with total expenses accounting for 97% of revenue. The company's paid-up equity capital also increased to Rs 23.90 Cr during the quarter.
Confidence: HIGH
What changedThe company has successfully scaled its new business activity in API manufacturing and trading, significantly exceeding its historical revenue levels.
Why it mattersThe current quarterly revenue of Rs 36.91 Cr is nearly 9 times the TTM revenue of Rs 4 Cr mentioned in historical context, indicating a fundamental shift in the company's scale and business model.
Revenue (Q1 FY27): Rs 36.91 CrNet Profit (Q1 FY27): Rs 1.18 CrYoY Revenue Growth: 65.1%Net Margin: 3.2%Equity Share Capital: Rs 23.90 Cr
📅 Short termThe sharp improvement in both top-line and bottom-line figures compared to previous years is likely to be viewed positively by the market in the coming weeks.
📈 Long termThe long-term outlook depends on the company's ability to transition from a trading-heavy model to a manufacturing-led model with higher value-addition and better margins.
⚠ Risk flags
- Thin net margins (3.2%)
- High concentration in stock-in-trade purchases
- Significant increase in equity capital may lead to dilution
Key Highlights
Revenue from operations grew 65.1% YoY to Rs 36.91 Cr from Rs 22.35 Cr.
Net profit increased more than 10-fold to Rs 1.18 Cr compared to Rs 0.11 Cr in the year-ago period.
Purchases of stock-in-trade remained the largest cost component at Rs 31.93 Cr, indicating a trading-heavy model.
Paid-up equity share capital increased to Rs 23.90 Cr from Rs 21.09 Cr in the preceding quarter.
The company has fully transitioned to a single business segment: Manufacturing and Trading of APIs.
👀 What to Watch
Investors should monitor if the company can maintain this higher revenue run-rate and whether it can improve its thin net margins, which currently stand at approximately 3.2%.
₹1.18 Cr Net Profit in Q1 FY27; Revenue Jumps 65% YoY to ₹36.91 Cr
Novelix Pharmaceuticals (formerly Trimurthi Ltd) reported a strong start to FY27 with Q1 revenue reaching ₹36.91 Cr, a 65% increase from ₹22.35 Cr in the same quarter last year. Net profit surged to ₹1.18 Cr from a marginal ₹0.11 Cr YoY, reflecting the company's pivot into API manufacturing and trading. Paid-up equity capital increased to ₹23.90 Cr from ₹21.09 Cr in the preceding quarter, suggesting recent capital infusion. Despite the top-line growth, operating margins remain thin at approximately 3% due to high trading/purchase costs.
Confidence: HIGH
What changedThe company has fully transitioned its business model to API (Bulk Drugs) manufacturing and trading, resulting in a significant scale-up in quarterly revenue compared to historical levels.
Why it mattersThe quarterly revenue of ₹36.91 Cr is nearly 28% of the total FY26 revenue (₹132.31 Cr), indicating continued growth momentum in its new business vertical.
Revenue (Q1 FY27): ₹36.91 CrNet Profit (Q1 FY27): ₹1.18 CrRevenue vs FY26 Total: 27.9%Operating Margin: 3.02%Paid-up Equity Capital: ₹23.90 Cr
📅 Short termThe sharp turnaround in profitability and significant revenue growth are likely to be viewed positively by the market in the coming weeks.
📈 Long termThe long-term outlook depends on the company's ability to scale its API manufacturing capabilities and reduce reliance on low-margin trading activities.
⚠ Risk flags
- Thin operating margins (~3%)
- High concentration of expenses in stock-in-trade purchases
- Recent increase in equity capital may lead to share dilution
Key Highlights
Revenue from operations grew 65.1% YoY to ₹36.91 Cr from ₹22.35 Cr.
Net profit increased more than 10-fold to ₹1.18 Cr compared to ₹0.11 Cr in Q1 FY26.
Paid-up equity share capital rose to ₹23.90 Cr from ₹21.09 Cr as of March 31, 2026.
Purchases of stock-in-trade accounted for ₹31.93 Cr, representing 86.5% of total revenue.
Earnings Per Share (EPS) improved to ₹0.49 from ₹0.09 in the year-ago period.
👀 What to Watch
Monitor the sustainability of this higher revenue run-rate and whether the company can improve its thin operating margins as it transitions from trading to manufacturing APIs.
