| Management target | Revenue 35.0% FY28 |
|---|
| Revenue growth | 52% YoY growth in Q2, driven by oncology contract expansion. |
|---|---|
| Margins | Expanding; EBITDA margin rose to 28% from 20% YoY. |
| Order book | 33 technology transfer projects underway with global partners and 69 contracts. |
| Demand visibility | Strong; 69 oncology contracts executed with 45 additional opportunities globally. |
| Management confidence | High; emphasizing structural shift toward integrated oncology manufacturing and API self-reliance. |
Growth
Q2 revenue grew 52% YoY; EBITDA surged 114% with margins hitting 28%. Oncology now contributes 50% of revenue.
Outlook
Management expects oncology to reach 60% revenue share within 2-3 years, guiding for 35% EBITDA margins post-API integration.
Risks
Regulatory delays in MA approvals or CP filings could slow the aggressive 35% margin guidance timeline.
Last quarter's promises, checked
Delivered
- Guided >65 oncology contracts → delivered 69 (= BEAT)
- Guided 3 MA-product dispatches in Q2 → 6 molecules launched intl (= BEAT)
Partly delivered
- Guided oncology 2x FY26 (~₹200 Cr) → oncology absolute not disclosed; company Q2 revenue +52% YoY (= PARTIAL)
Missed
- Guided >50 additional opportunities → delivered 45 (= MISS)
- Guided ~30% oncology EBITDA by FY-end → company EBITDA 28%, down from 29% in Q1 (= MISS)
Earnings Call Transcript filed with NSE, NSE: SAKAR. Summary written with AI assistance from the document.
Sakar Healthcare Ltd: key numbers
- Share price
- ₹989.00
- Market cap
- ₹2,201 Cr
- Revenue (annual)
- ₹251.7 Cr
- Net profit (annual)
- ₹30.48 Cr
- P/E (TTM)
- 51.3×Sector 46.1×
- Promoter holding
- 51.70%-0.82% QoQ
- FII holding
- 12.34%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sakar Healthcare Ltd
All →Sakar Healthcare Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue Rs87.4 Cr (+52% YoY), EBITDA Rs24.4 Cr (28% margin), PAT Rs11.3 Cr (+149%); pitch centres on oncology integration.
Sakar Healthcare Results Update
Sakar Healthcare reported Q2 FY27 revenue of ₹87.42 Cr and PAT of ₹11.31 Cr, up 149% YoY. EBITDA rose 114% to ₹24.35 Cr on strong oncology approvals and commercial supply commencement.
Sakar Healthcare Q2 FY27 Results: Net Profit ₹11.3 Cr, Up 151.1% YoY
Sakar Healthcare Ltd reported revenue from operations of ₹87.4 Cr (+51.7% YoY) and net profit of ₹11.3 Cr (+151.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹11.3 Cr · +151.1% YoY
Sakar Healthcare Board Meeting Date
Sakar Healthcare has scheduled a board meeting for October 23, 2026, to approve its unaudited quarterly financial results for the period ended September 2026.
Sakar Healthcare Business Update
Sakar Healthcare says its oncology export model is expanding, with 22 Marketing Authorizations granted and commercial supply starting from its EU GMP site. No monetary value stated.
Sakar Healthcare Other Announcement
Sakar Healthcare Limited appointed M/s. Kashyap R. Mehta & Partners as the company's Secretarial Auditors for a five-year term, effective September 22, 2026, following shareholder approval at the AGM.