Senores Pharmaceuticals Earnings Call Transcript: Key Takeaways
Senores delivered record quarterly revenue and EBITDA, driven by US portfolio expansion and regulated market growth.
- Call
- Guides 40% growth
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Senores delivered record quarterly revenue and EBITDA, driven by US portfolio expansion and regulated market growth.
Senores Pharmaceuticals reported no deviation in utilising the Rs 95 Crore raised via a preferential warrant issue for the quarter ended September 30, 2026. Audit Committee reviewed the statement and the Board took it on record.
Senores Pharmaceuticals' subsidiary Apnar Pharma Private Limited plans a 0.7 Bn unit capacity addition by March 2027. The investment is Rs.20.00 Crore, funded by internal accruals and IPO proceeds.
Senores Pharmaceuticals plans to add 0.8 Bn units of capacity to its existing 1.2 Bn unit plant by March 2027. The investment is Rs.18.00 Crore, funded by internal accruals and IPO proceeds.
Senores Pharmaceuticals appointed Talati and Talati LLP as Statutory Auditor for a 60-month term, effective 29 October 2026. The appointment was approved at the board meeting held the same day.
Q2 FY27 revenue ₹192.3 Cr (+24.9%), EBITDA ₹57.7 Cr (+38.3%, 30.0% margin), PAT ₹36.6 Cr. H1 revenue +30%, EBITDA +58.2%.
Senores reported Q2 FY27 revenue of ₹192 cr and EBITDA of ₹58 cr, both record highs. PAT grew 22% Y-o-Y to ₹37 cr with positive FY27 outlook.
Senores Pharmaceuticals disclosed capacity expansion at three subsidiaries with total estimated cost of ₹43 Crore. Expansions adding ~1.5 Bn units/annum are expected by March 2027.
Senores Pharmaceuticals Ltd reported revenue from operations of ₹192.3 Cr (+25.0% YoY) and net profit of ₹36.6 Cr (+21.6% YoY) for Q2 FY27.
Senores Pharmaceuticals has scheduled a board meeting for October 29, 2026, to approve its unaudited financial results for the quarter and half-year ended September 30, 2026.
Senores Pharmaceuticals Limited has issued a Postal Ballot Notice seeking shareholder approval for the re-appointment of its Managing Director and Whole Time Director. The e-voting period concludes on November 17, 2026.
Senores Pharmaceuticals re-appointed Swapnil Shah as MD and Chetan Shah as WTD for three-year terms. Both appointments are subject to shareholder approval via postal ballot.
Senores Pharmaceuticals submitted its Reconciliation of Share Capital Audit Report for the quarter ended September 30, 2026, as required by SEBI regulation 76.
Senores Pharmaceuticals held its 9th Annual General Meeting on September 25, 2026. Shareholders approved financial statements, director appointments, and the new Employee Stock Option Scheme 2026.
Senores Pharmaceuticals informed exchanges there is no undisclosed or price-sensitive information behind the volume spike. The company affirmed compliance with SEBI LODR disclosure obligations.
Senores Pharmaceuticals Ltd submitted its shareholding pattern for the quarter ended 31 March 2026, in compliance with SEBI regulation 31(1)(b).
Senores Pharma's subsidiary Apnar Pharma completed a USFDA inspection at its Vadodara facility with no GMP observations. Only one minor procedural finding was noted.
Senores Pharmaceuticals issued a corrigendum to its FY 2025-26 Annual Report to rectify typographical errors in the narrative and Director's Report sections. The original report remains valid.
Senores Pharmaceuticals Ltd submitted its Annual Report for FY 2025-26 and notice for its 9th Annual General Meeting scheduled for September 25, 2026.
Senores Pharmaceuticals Limited plans to incorporate a new entity in Canada for pharmaceutical supply and distribution. The company will hold a majority 51% stake.
Senores Pharmaceuticals appointed Shilpa Sharma as Company Secretary and Viranchi Arvindbhai Shah as Independent Director. The board also approved a new ESOP scheme.
Senores Pharmaceuticals has issued a ₹62 Crore corporate guarantee to ICICI Bank to secure credit facilities for its subsidiary, Apnar Pharma Private Limited.
Promoter Dhananjay Ashokkumar Barot disposed of 30,000 shares (0.06% stake) of Senores Pharmaceuticals Limited via an off-market inter-se gift transfer.
Promoter Ashokkumar Vijaysinh Barot acquired 30,000 shares of Senores Pharmaceuticals via an off-market inter-se gift. The acquisition increases his stake by 0.06%.
Senores Pharmaceuticals Ltd informed the exchange that shareholders approved ordinary and special resolutions via postal ballot, including related party transactions and loan limit enhancements.
Senores Pharmaceuticals Ltd filed its quarterly shareholding pattern as mandated by SEBI regulations for the period ended June 30, 2026.
Senores Pharmaceuticals delivered strong Q1 FY27 growth, doubling approved ANDAs to 58. Management is pivoting strategy toward profitability in domestic branded generics while scaling US operations via new specialized subsidiaries.
Senores Pharmaceuticals Limited has appointed Ms. Anjali Shah as Assistant Vice President - Finance, effective July 27, 2026. She brings over 10 years of experience in finance.
Senores Pharmaceuticals delivered robust Q1FY27 performance with revenue growing 36% and EBITDA 87% YoY, driven by strong growth in regulated markets and margin expansion of ~800 bps.
Senores Pharmaceuticals reported Q1 FY27 consolidated revenue of ₹180 crore, with EBITDA at ₹54 crore and PAT of ₹31 crore. Strong performance was driven by regulated markets.