Rani Therapeutics Holdings, Inc. (RANI) Earnings
Rani Therapeutics Holdings, Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $-0.05. RANI has beaten EPS estimates in 5 of its last 12 reported quarters (average surprise -32.0% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 15, 2026 | $-0.06 | $-0.04 | +33.3% | $2M | +51.8% |
| Mar 26, 2026 | $-0.03 | $-0.07 | -133.3% | $1M | -70.8% |
| Nov 6, 2025 | $-0.09 | $-0.12 | -33.3% | — | — |
| Aug 7, 2025 | $-0.19 | $-0.18 | +5.3% | — | — |
| Mar 31, 2025 | $-0.24 | $-0.27 | -12.5% | $1M | — |
| Nov 14, 2024 | $-0.22 | $-0.24 | -9.1% | — | — |
| Mar 20, 2024 | $-0.31 | $-0.27 | +12.9% | $3M | — |
| Aug 11, 2023 | $-0.40 | $-0.37 | +7.5% | — | — |
| Mar 22, 2023 | $-0.26 | $-0.35 | -34.6% | — | — |
| Nov 10, 2022 | $-0.33 | $-0.33 | +0.0% | — | — |
| Aug 10, 2022 | $-0.28 | $-0.31 | -10.7% | — | — |
| Nov 15, 2021 | $-0.21 | $-0.16 | +23.8% | — | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q4 FY2025 · March 26, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
1. Significant progress advancing and validating the Ronnie Pill platform across multiple therapeutic modalities. 2. Entered into a collaboration and licensing agreement with Chugai Pharmaceuticals for up to ~$1.1 billion, with option to expand to 5 additional drug targets. 3. Strengthened balance sheet via oversubscribed $60.3 million private placement, including $6 million debt conversion. 4. Pipeline progress with RT114 Phase I clinical trial initiated, RT116 preclinical data showing comparable bioavailability, etc. 5. Contract revenue, R&D, G&A expenses details.
Guidance
1. Existing cash, cash equivalents, and marketable securities, including expected milestone payment, will fund operations into Q4 2027 without additional financing. 2. R&D expenses expected to increase as select programs resume and platform development continues.
Segment performance
No specific detailed financial performance for each product segment provided in the transcript
Risks & headwinds
1. Forward-looking statements subject to risks, uncertainties, and assumptions such as those in SEC filings, which may cause actual results to differ materially. 2. Actual results and timing of events could differ from forward-looking statements regarding product development, partnerships, cash runway, etc.
Analyst Q&A
Q: On 114, when seeing data, will present weight loss data or just bioavailability and parallel to PG102? And on tolerability, how to think about additional doses?
A: For RT-114 Phase Ib is an 8-week study in obese patients, weight loss is an endpoint. On tolerability, focus on tolerability as primary differentiation factor but will look at data.
Q: Follow up on phase one study for RT-114, importance and additional value in clinical data?
A: RT-114 is first FC fusion protein in clinic, first PD study with Ronnie pill in humans. If recreate human data similar to canines, has potential for broad applicability and de-risking for partnering efforts.