Molbio Diagnostics shares surge 35% in two sessions; here’s why the healthcare stock hit record high on Sept 10

Medical equipment maker Molbio Diagnostics shares rallied for a second consecutive trading session on Thursday, September 10, gaining 35% in two days as investors focused on the company’s strong financial year-on-year (YoY) turnaround and management’s optimistic full-year guidance.

On an intraday basis, Molbio Diagnostics shares surged 20% to hit an upper circuit and record high of ₹1,509.40 apiece during Thursday’s market, in comparison to ₹1,257.90 apiece at the previous equity market close, according to NSE data.

With trading volumes surpassing 12 million equity shares across NSE and BSE combined, investors were fuelling high-volume momentum against the backdrop of the positive forward guidance and strong revenue growth potential.

The company's shares started rising from Wednesday, September 9, as the company informed the exchanges about its earnings call after market hours on Tuesday.

Equity market investors should monitor the company’s exports, which the management expects to emerge as a key driver to power growth in the upcoming period.

FY27 guidance

Looking ahead towards the full-year FY27 guidance, Molbio Diagnostics’ management estimated the company’s topline growth to be at 25%, while the earnings before interest, tax, depreciation and amortisation (EBITDA) margin to range around 24-25% this year.

On the seasonality factor, the company management said that the business is not quarterly linear due to the public health procurement dynamics, urging investors to set up the same on an annual basis.

Against the backdrop of 60-63% gross margins across its devices and test kits, the medical equipment manufacturer expects to leverage the POC diagnostics market, which is at $30 billion and growing at a 17.9% CAGR.

The management also said that capacity is not a constraint for the firm, with key focus on automation and R&D centres using the proceeds collected from the IPO round.

Geographic mix, foreign exchange, and the company’s OptraScan business remain areas of concern for growth in the upcoming period.

₹58.74 crore profit vs net loss

In the April to June quarter results for the financial year 2026-27, Molbio Diagnostics posted a consolidated net profit of ₹58.74 crore attributable to the owners of the company, in comparison to a ₹23.74 crore net loss in the same quarter a year earlier.

The company released its first quarter earnings report for the financial year 2026-27 earlier this week.

However, on a sequential basis, the company’s net profits declined 35% to its June quarter levels from nearly ₹91 crore net profit in the fourth quarter of FY26.

The company’s strong year-on-year (YoY) performance in the first quarter of FY27 is due to a 309% growth in revenue from core operations to ₹408 crore, compared with ₹100 crore in the corresponding quarter a year ago.

Molbio Diagnostics turned its operational earnings before interest, tax, depreciation and amortisation (EBITDA) positive on a YoY basis, coming in at ₹101 crore, with EBITDA margins improving to 24.6% in the same period.

Although the company’s raw material cost increased by more than 68% in the June quarter in comparison to the previous financial year, the strong revenue gains aided the overall profit growth in the period under review.

How much have investors made since IPO?

Shares of Molbio Diagnostics were listed on the National Stock Exchange (NSE) with a premium of 21% on August 17, 2026, at ₹980 per unit, in comparison to the issue price of ₹807 apiece, according to the exchange data.

On listing day, primary market investors made a total of ₹17,640 per lot ōf 18 shares, from an initial investment of ₹14,526 per lot, based on the listing price at NSE.

Since the company was listing on August 17, Molbio Diagnostics shares have delivered 54% returns on investment to investors and have been trading over 32% higher in the last five market sessions.

While Molbio Diagnostics’ stock surged to a record high on Thursday, September 10, the record low level was at ₹926.35 apiece on August 17, 2026.

The company’s market capitalisation (m-cap) was at ₹17,394 crore as of the trading session on September 10, 2026.