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Biocon Limited (IN:BIOCON)
:BIOCON
India Market
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Biocon Limited (BIOCON) AI Stock Analysis

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IN:BIOCON

Biocon Limited

(BIOCON)

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Neutral 49 (OpenAI - 5.2)
Rating:49Neutral
Price Target:
₹428.00
▲(2.54% Upside)
Action:Reiterated
Date:08/09/26
The score is primarily held back by weakened financial quality—sharp margin compression, very low ROE, and negative free cash flow in the latest year. Technicals are mildly supportive with the stock holding above key longer-term moving averages and neutral-to-positive momentum. Valuation is a meaningful risk factor due to the extremely high P/E and limited dividend support.
Positive Factors
Diversified biopharma model
Biocon’s mix of biosimilars, generic formulations and biologics services provides durable revenue diversification across products and clients. This reduces single-product risk, supports cross-segment scale economics and positions the company to capture structural growth in biologics, diabetes and oncology markets.
Negative Factors
Sharp margin compression
A large decline in gross and net margins signals weaker pricing, adverse mix, higher costs or one-offs that materially reduce underlying profitability. Sustained margin erosion undermines the firm’s ability to generate surplus cash for reinvestment, R&D, and shareholder returns over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified biopharma model
Biocon’s mix of biosimilars, generic formulations and biologics services provides durable revenue diversification across products and clients. This reduces single-product risk, supports cross-segment scale economics and positions the company to capture structural growth in biologics, diabetes and oncology markets.
Read all positive factors

Biocon Limited (BIOCON) vs. iShares MSCI India ETF (INDA)

Biocon Limited Business Overview & Revenue Model

Company Description
Biocon Limited functions as a biopharmaceutical firm, engaged in the production of pharmaceutical, medicinal chemical, and plant-derived products. Its business activities are organized into distinct segments: Generics, Novel Biologics, Biosimilars...
How the Company Makes Money
Biocon makes money primarily by developing and manufacturing biopharmaceutical products and earning revenue from their sale and related commercial arrangements. Key revenue streams include: (1) Biosimilars: income from the development, manufacturi...

Biocon Limited Financial Statement Overview

Summary
Multi-year revenue growth is strong and leverage has improved (debt-to-equity ~0.45), but the latest year shows a sharp profitability reset (net margin ~2.3% and gross margin down to ~34.8%) alongside very weak ROE (~1.1%). Cash generation is the biggest drag: operating cash flow fell sharply and free cash flow turned negative (~-5.2B), reducing earnings quality and near-term financial flexibility.
Income Statement
54
Neutral
Balance Sheet
63
Positive
Cash Flow
41
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue172.88B169.27B152.62B147.56B111.74B81.84B
Gross Profit73.23B58.85B92.44B91.73B69.62B50.11B
EBITDA34.13B33.95B31.24B32.71B26.57B19.56B
Net Income4.95B3.86B10.13B10.22B4.63B6.48B
Balance Sheet
Total Assets646.96B636.51B587.97B560.71B520.43B203.94B
Cash, Cash Equivalents and Short-Term Investments28.33B38.83B49.24B25.74B37.26B29.65B
Total Debt155.51B154.34B183.62B162.77B180.19B51.47B
Total Liabilities271.50B270.29B310.85B307.96B295.54B109.24B
Stockholders Equity352.29B340.32B216.44B197.84B178.67B84.33B
Cash Flow
Free Cash Flow-575.00M-5.21B17.18B10.22B1.26B-7.48B
Operating Cash Flow8.03B12.77B40.61B29.54B18.52B11.77B
Investing Cash Flow-12.76B-80.30B-2.34B-10.04B-142.82B-16.99B
Financing Cash Flow14.03B57.42B-18.54B-23.33B130.49B2.42B

Biocon Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
₹520.28B90.200.26%
76
Outperform
₹161.40B56.470.61%-6.72%-22.67%
58
Neutral
₹24.38B-339.0110.26%-162.28%
56
Neutral
₹27.52B40.74-20.86%-34.46%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
₹165.91B75.240.31%-3.41%-56.45%
49
Neutral
₹679.58B123.060.12%9.83%5.07%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:BIOCON
Biocon Limited
417.80
65.12
18.47%
IN:CONCORDBIO
Concord Biotech Ltd.
1,482.10
-183.21
-11.00%
IN:DCAL
Dishman Carbogen Amcis Ltd.
177.15
-92.05
-34.19%
IN:PANACEABIO
Panacea Biotec Limited
393.10
3.50
0.90%
IN:SYNGENE
Syngene International Ltd.
413.95
-214.22
-34.10%
IN:ANTHEM
Anthem Biosciences Limited
924.05
108.87
13.36%

Biocon Limited Corporate Events

Biocon Shareholders Strongly Back 2026 Financials at 48th AGM
Aug 8, 2026
Biocon Limited, a leading Indian biopharmaceutical company, held its 48th Annual General Meeting on August 6, 2026 via video conferencing in line with evolving corporate governance and digital engagement practices. The meeting was convened to cond...
Biocon schedules Q1 FY27 earnings call and shares investor presentation
Aug 6, 2026
Biocon Limited has notified stock exchanges that it will hold its Q1 FY27 earnings call on August 6, 2026, and has shared the related investor presentation with the exchanges and on its website. The disclosure, made under Regulation 30 of SEBI&#82...
Biocon Wins Health Canada Approval for Yesintek Ustekinumab Autoinjector Pen
Jul 29, 2026
Biocon’s Canadian subsidiary has received Health Canada’s Notice of Compliance for its Yesintek ustekinumab autoinjector pen in 45 mg/0.05 mL and 90 mg/mL presentations, adding to earlier approvals for subcutaneous and intravenous form...
Biocon makes Biocon Biologics a wholly owned unit via share swap
Jun 29, 2026
Biocon Limited has acquired 11,536,956 equity shares of its material subsidiary Biocon Biologics Limited from 127 selling shareholders through a share swap, making Biocon Biologics a wholly owned subsidiary from June 29, 2026. As consideration, Bi...
Biocon Makes Biocon Biologics Wholly Owned Via Preferential Share Issue
Jun 29, 2026
Biocon Limited has completed the acquisition of 11,536,956 equity shares of its material subsidiary Biocon Biologics Limited from 127 selling shareholders, making Biocon Biologics a wholly owned subsidiary as of June 29, 2026. This move consolidat...
Biocon Closes Insider Trading Window Ahead of June Quarter Results
Jun 27, 2026
Biocon Limited has announced the closure of its trading window for company shares starting July 1, 2026, in line with the Securities and Exchange Board of India’s Prohibition of Insider Trading Regulations and its own internal code of conduc...
Biocon Deepens Malaysia Diabetes Push as Partner Wins MYR 225 Million Insulin Tenders
Jun 24, 2026
Biocon has reinforced its presence in Malaysia’s diabetes care market as its long-standing partner, Duopharma Biotech, secured insulin supply contracts worth over MYR 225 million from the country’s Ministry of Health. Under these multi...
Biocon Sets Final Dividend and Outlines TDS Rules for FY 2025-26 Payout
Jun 22, 2026
Biocon Limited has informed shareholders that its board has recommended a final dividend of 10%, equivalent to Re 0.50 per fully paid equity share of face value Rs 5, for the financial year ended March 31, 2026, subject to shareholder approval at ...
Biocon Subsidiary Wins Health Canada Nod for Antifungal Micafungin Injection
May 11, 2026
Biocon Pharma Limited, a subsidiary of Biocon Limited, has secured approval from Health Canada for micafungin for injection, USP, in 50 mg and 100 mg strengths, expanding its presence in the Canadian market for hospital-focused anti-infective ther...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 09, 2026