Pharma Stock in Focus After Announcing Q4 Results and 50% Revenue Growth Guidance

Synopsis: The share of this pharmaceutical company came into focus after reporting Q4 FY26 results and outlining a plan to achieve nearly 50 percent revenue growth over the next three years.

The shares of this company, which is focused heavily on R&D and novel drug delivery systems, holding multiple patents for products such as anti-malarial Artemisinin injections and Tinnex, gained attention after posting Q4 numbers.

With a market capitalization of Rs 1,335 crore, Lincoln Pharmaceuticals Ltd’s shares made a day low of Rs 660 per share, down 12.96 percent from its previous day’s close price of Rs 758.35 per share. The share of this company gave a return of  23 percent over the last year.

Result Overview and Dividend

• QoQ View: The revenue from operations grew by 12.7 percent to Rs 187 crore in Q4 FY26 from Rs 166 crore in Q3 FY26, and EBIDT grew by 5.5 percent to Rs 24.9 crore in Q4 FY26 from Rs 23.6 crore in Q3 FY26. However, due to higher tax outlays of 30 percent, the net profit decreased by 59.4 percent to Rs 11.6 crore in Q4 FY26 from Rs 28.6 crore in Q3 FY26, resulting in a sequential EPS decline of 59.3 percent to Rs 5.81 per share from Rs 14.28 per share in Q3 FY26.
• YoY View: The revenue from operations grew by 11 percent to Rs 187 crore in Q4 FY26 from Rs 168 crore in Q4 FY25, while EBIDT decreased by 7 percent to Rs 24.9 crore in Q4 FY26 from Rs 26.7 crore in Q4 FY25. This was accompanied by a flat net profit performance of Rs 11.6 crore in Q4 FY26, the same as Rs 11.6 crore in Q4 FY25, resulting in a marginal EPS growth of 1 percent to Rs 5.81 per share in Q4 FY26 from Rs 5.78 per share in Q4 FY25.
• Fiscal year comparison: revenue from operations rising by 7.7 percent to Rs 671 crore from Rs 623 crore in FY25. Operating margin, however, moderated to 15 percent from 16 percent in the previous year. Profit before tax increased by 6.4 percent to Rs 116 crore compared to Rs 109 crore in FY25, while profit after tax grew by 7.3 percent to Rs 88 crore from Rs 82 crore. EPS also improved by 6.7 percent to Rs 43.88 in FY26 against Rs 41.11 reported last year.
• Dividend: The company’s board has recommended a dividend of 18 percent, translating to Rs 1.80 per equity share with a face value of Rs 10 each for FY2025-26, subject to shareholders’ approval at the upcoming annual general meeting.

Q4 Business Performance

• Growth Strategy and Revenue Target: Lincoln Pharmaceuticals is targeting revenue of Rs 1,000 crore within the next three years, implying nearly 49 percent growth from FY26 levels. The company aims to achieve an annual growth rate of 15 to 18 percent, driven by strong demand in cardiac, diabetic, dermatology, and ENT therapeutic segments.
• Global Expansion and Product Portfolio: The company currently exports to more than 60 countries across Africa, Latin America, Southeast Asia, and North America, with plans to expand its footprint to 90 countries over the next two to three years. Lincoln Pharmaceuticals has developed over 600 formulations across 15 therapeutic areas and holds more than 1,700 registered products globally.
• Manufacturing Strength and Investor Confidence: Lincoln Pharmaceuticals operates advanced manufacturing facilities in Gujarat, certified by EU-GMP, TGA Australia, and WHO-GMP standards. Institutional participation also improved during FY26, with FII holdings increasing to 5.20 percent as of March 2026. Meanwhile, CRISIL reaffirmed its ‘CRISIL A/Stable/CRISIL A1’ ratings on the company’s bank facilities.

About the Company

Lincoln Pharmaceuticals Limited is one of Gujarat’s leading healthcare and pharmaceutical companies, established in 1979 with a focus on developing affordable and innovative medicines. The company has built a diversified portfolio with more than 600 formulations across 15 therapeutic areas, including anti-infective, respiratory, gynaecology, cardio & CNS, anti-bacterial, anti-diabetic, and anti-malaria segments.

The company has over 1,700 registered products globally, with another 700 products under development and in the pipeline stages. Lincoln Pharmaceuticals also has a strong domestic presence supported by its dedicated field force, while its international operations span more than 60 countries across multiple regulated and semi-regulated markets.

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