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Earnings Call

Sakar Healthcare Earnings Call: Key Takeaways

Sakar Healthcare Q4 FY26 revenue grew 42% YoY to ₹71.1cr with 37% EBITDA margins. Strategy focuses on transforming into a pure-play oncology exporter via its EU GMP facility.

Why this was an Alfa AlertNot a filter event. Performance was robust and met management's previously stated 42% growth guidance, but did not materially exceed it by >5%.
Highlights
Revenue growth42% YoY growth in FY26; FY27 target ₹380cr.
MarginsEBITDA margins improved to 37% in Q4 due to efficiency.
Order bookOver 60 oncology contracts signed; 35+ discussions ongoing.
Demand visibilityStrong export pipeline with 300+ dossiers and 60+ business contracts.
Management confidenceHigh; citing revenue-generating oncology setup and regulatory milestones.

Growth

FY26 revenue reached ₹251.7cr (+42% YoY); PAT surged 74% to ₹30.5cr. Oncology now contributes 38% of revenue.

Outlook

Guided ₹380cr revenue for FY27; oncology revenue target of ₹200cr. Long-term aspiration of ₹800-1,000cr at optimal utilization.

Risks

Regulatory approval timelines for dossiers; logistics disruptions and indirect impacts from Middle East conflicts.

Source

Earnings Call filed with NSE, NSE: SAKAR. Summary written with AI assistance from the document.

Read the document ↗

Sakar Healthcare Ltd: key numbers

Share price
₹1,135.85
Market cap
₹2,527 Cr
Revenue (annual)
₹251.7 Cr
Net profit (annual)
₹30.48 Cr
P/E (TTM)
70.0×Sector 50.4×
Promoter holding
52.52%-0.34% QoQ
FII holding
12.13%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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