BSECompany Update14h ago · 4 Nov 2026, 03:18 pm

Transcript of the FY / Q2 - 2026-27 Earnings / Investor Call held on 30th October 2026.

Vimta Labs Ltd-$ · 524394

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Vimta Labs Ltd has announced the transcript of its Q2 FY 2026-27 earnings conference call, where the company's management discussed its improved year-on-year performance, revenue growth of 10% YoY, and margin improvement of 10.5% over the same period.

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Earnings Impact6/10
Growth Catalyst4/10
Governance Concern1/10
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Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment5/10

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Vimta Labs Ltd-$ - 524394 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Vimta Labs Limited Registered Office 142, IDA Phase II, Cherlapally I-lyderabad-500 051, Telangana, India T ý91 40 2726 4141 F : ý91 40 2726 3657 Driven by Quality. Inspired by Science. VLL\SE\055\2026-27 Date: 04.11.2026 Dear Sir/Madam, Sub: Transcript of the FY/Q2-2026-27 Earnings/Investor Call held on 30h October 2026. Ref: Regulation 30 of the SEBI (LODR) Regulations, 2015. Please find enclosed herewith the transcript of CCQ2 FY '27 Earnings Conference Call" held on Friday, 30th October 2026. Further, pursuant to Regulation 46 of the SEBI (Listing Obligations and Disclosure Requirements Regulations, 2015, the aforesaid information is also available on the website of the Company i.e., ht s: vimta.com investors investor-carnin call This is for your information and records. Thanking you, For VIMTA LABS LIMITED Sujani Vasireddi Company Secretary & Compliance Officer End: as above. Plot No. 5, life Sciences Facility, Neovantage Science & Technology Park Private Limited, Shamirpet, Genome Valley, Turkapally Medchal-Malkajgiri, Hyderabad-500 101, Telangana, India. T: ý91 4067404040 E: mdoffice@vimfa.com URL www.virnta.com ON : l24110TG1990PLC011977 “Vimta Labs Limited Q2 FY27 Earnings Conference Call” October 30, 2026 MANAGEMENT: MS. HARITA VASIREDDI – MANAGING DIRECTOR MR. SATYA SREENIVAS NEERUKONDA – EXECUTIVE DIRECTOR MR. SIVA RAMA KRISHNA KAMBHAMPATI – CHIEF FINANCIAL OFFICER MS. SUJANI VASIREDDI – COMPANY SECRETARY MODERATOR: MR. VISHAL MANCHANDA – SYSTEMATIX INSTITUTIONAL EQUITIES Page 1 of 15 Vimta Labs Limited October 30, 2026 Moderator: Ladies and gentlemen, good day and welcome to Vimta Labs Limited Q2 FY27 Investor Earnings Conference Call hosted by Systematix Institutional Equities. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is now being recorded. I now hand the conference over to Mr. Vishal Manchanda from Systematix Institutional Equities. Thank you, and over to you, sir. Vishal Manchanda: Thanks, Anam. On behalf of Systematix Institutional Equities, I welcome you to the Q2 FY '27 Earnings Call of Vimta Labs. We thank the Vimta Labs management for giving us an opportunity to host the call. Today, we have with us the senior management of the company represented by Ms. Harita Vasireddi, Managing Director; Mr. Satya Sreenivas Neerukonda, Executive Director; Mr. Siva Rama Krishna, Chief Financial Officer and Ms. Sujani Vasireddi, Company Secretary. I'll now hand over the call to the company management for opening remarks. Siva Rama Krishna: Thank you, Vishal. Good afternoon, everyone, and a warm welcome to our Q2 and first half '27 earnings call of Vimta Labs Limited. Please note that the investor presentation and the financial results are available on the company's website and the stock exchanges. Also, anything that is said on this call, which reflects our outlook for the future or which could be construed as a forward-looking statement must be reviewed in conjunction with the risks that the company faces. This conference call is being recorded and the transcript, along with the audio of the same will be made available on the website of the company as well as on the stock exchanges. Please also note that audio of the conference call is the copyright material of Vimta Labs Limited and cannot be copied, rebroadcasted or attributed in the press or media without specific and written consent of the company. From the management, we have with us Ms. Harita Vasireddi, Managing Director; Mr. Satya Sreenivas Neerukonda, Executive Director; Mr. Siva Rama Krishna Kambhampati, Chief Financial Officer, that is myself and Ms. Sujani Vasireddi, Company Secretary. Now I would request Ms. Harita Vasireddi, Managing Director of Vimta Labs Limited to provide you with the update for the quarter and half year ended 30th September '26. Thank you, and over to you, ma'am. Harita Vasireddi: Thank you, Siva. Good afternoon, and once again, welcome to our Q2 earnings call. I would like to begin with our business performance and the opportunities we see ahead, following which I will hand it back to our CFO, who will take you through the financial results. I'm pleased to share that we delivered an improved year-on-year performance during the quarter with our revenue growing by approximately 10% year-on-year in Q2, with margins improving by around 10.5% over the same period. On a sequential basis, revenue was broadly stable compared with Q1. And this time, it's a reflection of longer customer decision-making cycles. Our focus for the next phase is to translate the strong base we have built into stronger revenue momentum while sustaining profitability. In Page 2 of 15 Vimta Labs Limited October 30, 2026 the pharmaceutical space, in particular, engagement with customers remains strongly active despite the longer decision cycles. We remain encouraged by the growth in inquiries and our proposals during the quarter, and our pipeline of active opportunities is promising. We are focused on converting these discussions into business. The broader pharmaceutical market remains constructive with pharmaceutical exports reaching a record $31 billion in FY '26 and growing at almost 7% in the first quarter of this year. Global CRO demand also remains resilient, supported by R&D outsourcing and the growing complexity of drug development. India continues to strengthen its position as a preferred global research and testing destination, backed by scientific talent and cost competitiveness. This provides a supportive backdrop for our pharmaceutical services over the medium term. Analytical pharmaceutical services, preclinical and clinical research services remain attractive, supported by growing generic pipelines and patent expiries. Rising regulatory scrutiny and data integrity requirements are increasing the importance of high-quality compliant testing capabilities. Hence, these businesses are central to our growth, supported by our scientific capabilities and the breadth of services we offer. A key milestone during Q2 was the commencement of revenue generation from our biologics services. This marks our move from established capabilities to commercial delivery. While the business is at a very early stage and its revenue contribution is currently very modest, we are in active discussions with prospective customers. Our immediate focus is on progressing these opportunities and building a strong commercial foundation. We see biologics as an important avenue to broaden our pharmaceutical services portfolio and support growth over time. Across drug development more broadly, technology adoption in areas such as artificial intelligence, biosimulation and advanced preclinical models is steadily transforming workflows. Creating opportunities for research partners with strong scientific and testing capabilities. In food testing, export and import testing has begun improving from the levels seen in the previous quarter. While the broader food export market is growing at a more measured pace, we are strengthening our focus on domestic opportunities to broaden our customer base and we are well placed to benefit as export-import sample flows recover in the near future. Our electronics testing business remained stable during the quarter with business continuing from existing customers, including the defense OEM manufacturers. The industry outlook is encouraging. Electronics exports are up about 39% this fiscal year. Domestic component manufacturing continues to deepen. The defense budget has increased with a clear emphasis on domestic procurement and electric vehicle registrations are growing at nearly 90%. These trends are expanding the need for EMI/EMC reliability and certification testing. As shared on our earlier ca [Showing first 8,000 characters — download PDF for full document]