Pharma stock with strong revenue growth guidance for FY27 to keep an eye on

SYNOPSIS: Newly listed Influx Healthtech Ltd (listed June 25, 2025), a healthcare-focused CDMO, plans to double revenue by FY27, backed by strong H1FY26 growth, capacity expansion, and robust profitability.

A newly listed CDMO (Contract Development and Manufacturing Organization) is attracting attention in the market with ambitious growth plans. The company aims to double its revenue by FY27, driven by capacity expansion, new client acquisitions, and a strong focus on high-value contract manufacturing. With a robust business model and growth visibility, this stock is emerging as a potential candidate for investors looking to diversify into high-growth micro-cap opportunities.

Influx Healthtech Ltd, with a market capitalization of Rs. 509.31 crore, is trading at Rs. 220 per equity share, down by 4.76 percent from its previous day’s close price of Rs. 231 per equity share. 

Stock Return

The CDMO stock has delivered a remarkable post-listing performance, surging 66.04 percent from its listing price of Rs. 132.5 and an impressive 129.17 percent return from its issue price of Rs. 96. This sharp appreciation highlights strong investor interest, supported by sector tailwinds and favourable market sentiment, reflecting the Street’s confidence in the company’s growth potential.

About the Company

Incorporated in September 2020, Influx Healthtech Limited is a healthcare-focused CDMO engaged in contract manufacturing for nutraceutical, cosmetic, and related product categories. The company offers end-to-end support including development, production, and regulatory assistance, enabling partner brands to concentrate on formulation and market expansion. With three manufacturing units located in Thane, Maharashtra, covering 9,676 square feet, 13,000 square feet, and 14,000 square feet, the company has established a strong operational footprint to support scale and product diversity.

Its portfolio spans a wide range of offerings such as tablets, capsules, powders, liquid orals, softgels, lozenges, gummies, ODFs, effervescent tablets, liquid-fill capsules, candies, sports nutrition, personal care including skincare, haircare, beard care, soaps and face masks, herbal and ayurvedic formulations, veterinary feed supplements, and homecare solutions. As of June 11, 2025, the company had 163 permanent employees, reflecting expanding capacity and growing manufacturing strength.

IPO Details

With a price range of Rs. 91 to Rs. 96 per equity share, Influx Healthtech Limited launched its initial public offering (IPO). The subscription period was open from June 18 to June 20, 2025. On June 25, 2025, the company’s shares went public on the NSE SME platform, initially trading for Rs. 132.5 each. This indicated strong investor interest and represented a listing gain of about 38.02 percent over the upper end of the issue price.

The company plans to utilise IPO proceeds for capacity expansion and product line enhancement. A key focus area includes commercialising its automated beverage line along with a high-capacity PET production line to strengthen output scale and efficiency. In addition, the funds will support the establishment of a retort manufacturing system, alongside the purchase of a four-track ALU blister packaging machine and a sachet card machine, enabling broader packaging capability and improved production flexibility.

Financial Outlook

The company reported H1FY26 revenue of Rs. 66.76 crore, reflecting a strong 38.88 percent YoY growth over H1FY25 revenue of Rs. 48.06 crore. On a sequential comparison, revenue also improved by 17.57 percent from H2FY25 levels of Rs. 56.79 crore, indicating robust demand and business expansion. EBITDA rose to Rs. 14.66 crore in H1FY26, marking a 61.04 percent YoY jump from Rs. 9.1 crore in H1FY25 and a significant 27.81 percent QoQ-like improvement from Rs. 11.47 crore in H2FY25, showcasing better cost efficiency and operational leverage.

Profitability strengthened further with H1FY26 PAT at Rs. 10.01 crore, up 78.11 percent year-on-year from Rs. 5.62 crore in H1FY25. Compared with H2FY25 profit of Rs. 7.65 crore, the company delivered an encouraging 30.85 percent rise, supported by strong topline momentum and improved margins. The overall performance indicates accelerated scale, stronger profitability, and healthy business fundamentals heading into the next half.

As of H1FY26, the company generated Rs.  66.8 crore in total revenue. Of this, around 90 percent ( Rs.  60.12 crore) came from the Nutraceuticals segment, making it the dominant contributor. The Cosmetics division accounted for 5 percent ( Rs.  3.34 crore), while the Ayurvedic segment contributed 4 percent ( Rs.  2.67 crore). The remaining 1 percent ( Rs.  0.67 crore) was derived from the veterinary and homecare categories. 

Over the past three years, the company has demonstrated strong growth, achieving a revenue CAGR of 21 percent, a profit CAGR of 44 percent reflecting its operational performance. A return on equity (ROE) of about 45.4 percent and a return on capital employed (ROCE) of about 60.2 percent demonstrate the company’s financial position. The company is a debt free company trading at a P/E ratio 30.3x lower as compared to its industry P/E 30.6x.

Future Outlook

The company has set a revenue guidance of more than Rs. 150 crore for FY26 which is a growth of 42.85 percent from FY25’s revenue of Rs. 105 Crores. FY26 revenue is backed by an expected Rs. 80–82 crore contribution in H2, and a steady monthly run-rate of Rs. 12–12.5 crore. Management is confident that sustained capacity utilisation and visibility in orders will support growth. Over the medium term, the company aims to double its business by FY27 while retaining similar margin levels, signalling strong demand traction and operational scalability going forward.

Conclusion

Influx Healthtech Limited’s rapid growth, strong profitability, and planned capacity expansion suggest it may have the potential to scale meaningfully over the next two years, aligning with its revenue-doubling target by FY27. While it is still early in its journey as a newly listed company, the strong post-listing returns and improving financials make it a developing opportunity that investors may track as it proves its execution step by step.

Written by Akshay Sanghavi

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