📈 Hemas Holdings Reports Strong 2Q Recovery for 1H FY27

Hemas Holdings PLC achieved revenue of Rs. 67.0 Bn (+9.5% YoY) for 1H FY27, driven by a robust 2Q performance featuring 17% YoY revenue growth (Rs. 37.8 Bn) and a 10.5% YoY EBITDA rebound (Rs. 4.5 Bn). Group earnings fell 3% YoY to Rs. 2.0 Bn due to elevated finance costs, raw material inflation, and Middle East conflict-driven freight spikes absorbed to protect consumer pricing. • Overall 1H FY27 Financial Highlights • Revenue: Rs. 67.0 Bn (+9.5% YoY) • EBITDA: Rs. 4.5 Bn (+0.9% YoY) • Group Earnings: Rs. 2.0 Bn (-3.0% YoY) • Gross Margin: 29.7% (-3.1 pp YoY) • 1H Sector Performance Breakdown • Pharmaceuticals & Healthcare (Life Sciences): Revenue Rs. 34.5 Bn (+6.0% YoY); Earnings Rs. 1.3 Bn (-24.0% YoY). Hemas Pharmaceuticals retained market leadership; Morison own-brand volumes up 23% YoY. • Consumer Brands (FMCG & Learning): Revenue Rs. 24.7 Bn (+13.4% YoY); Earnings Rs. 1.6 Bn (-30.0% YoY). Beauty, Home & Baby Care saw double-digit growth. Back-to-School/Bags volumes up >50% YoY. • Hospitals: Revenue Rs. 6.2 Bn (+15.0% YoY); Earnings Rs. 515.0 Mn (+15.0% YoY). • Mobility & Logistics: Revenue Rs. 1.2 Bn (+10.0% YoY); Earnings Rs. 627.0 Mn (+58.0% YoY). • Global Expansion & Strategy • Completed 75% acquisition of Twiga Stationers and Printers (East Africa) to boost international revenue diversification. • Targets 📈 Strong 2Q Propels Hemas Holdings 1H Revenue to Rs. 67 Bn, Up 9.5% YoY Hemas Holdings PLC reported a strong 2Q FY27 recovery with revenue rising 17% YoY to Rs. 37.8 Bn. This lifted 1H FY27 revenue by 9.5% YoY to Rs. 67 Bn, turning a 1Q EBITDA decline into a 0.9% 1H growth (Rs. 4.5 Bn in 2Q). Group earnings reached Rs. 2 Bn for 2Q, though 1H earnings edged down 3% YoY due to absorbed cost pressures and higher finance costs. 1H FY27 Sector Performance Breakdown: • Life Sciences: Revenue grew 6% YoY to Rs. 34.5 Bn (Earnings down 24% to Rs. 1.3 Bn). Morison own-brand volumes surged 23% YoY. • Consumer Brands: Revenue grew 13.4% YoY to Rs. 24.7 Bn (Earnings down 30% to Rs. 1.6 Bn), driven by double-digit growth across beauty, home, and baby care. • Hospitals: Revenue rose 15% YoY to Rs. 6.2 Bn; earnings expanded 15% YoY to Rs. 515 Mn. • Mobility: Revenue climbed 10% YoY to Rs. 1.2 Bn; earnings surged 58% YoY to Rs. 627 Mn. Key Highlights & International Expansion: • Accelerated international market diversification by acquiring a 75% stake in East Africa’s Twiga Stationers and Printers Ltd. • Absorbed rising raw material, energy, and freight costs from the Middle East conflict to safeguard domestic consumer affordability and volumes. • Hemas reaffirmed its Long Range Plan targeting mid-teen CAGR for revenue and earnings, aiming for 15% international revenue share by FY30 with over US$ 100 Mn earmarked for growth platforms.