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Earnings Call

Senores Pharmaceuticals Earnings Call: Key Takeaways

Senores delivered a massive FY26 beat across all primary metrics, fueled by aggressive US ANDA acquisitions and product launches. Management is hyper-optimistic, raising FY27 guidance significantly despite global logistical headwinds.

Why this was an Alfa AlertPAT growth of 108% and Revenue growth of 62% significantly exceeded the guided 100% and 50% respectively.
Highlights
Revenue growth62% YoY growth driven by US regulated markets expansion.
MarginsEBITDA margins improved to 30%, up 526 bps YoY.
Demand visibilityStrong visibility with 51 approved ANDAs and 27 molecules in pipeline.
Management confidenceExtremely high; aggressive guidance for FY27 reflecting strong execution.

Growth

Revenue grew 62% and PAT 108% YoY, primarily driven by 51 approved ANDAs and niche molecule focus.

Outlook

FY27 guidance: Revenue growth of 30-40% and PAT growth of 50-60%.

Risks

High reliance on 'Other Financial Assets' for profit sharing; logistical costs and US inflationary pressures persist.

Source

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

Read the document ↗

Senores Pharmaceuticals Ltd: key numbers

Share price
₹1,355.20
Market cap
₹6,241 Cr
Revenue (annual)
₹632.6 Cr
Net profit (annual)
₹115.4 Cr
P/E (TTM)
49.4×Sector 50.4×
Promoter holding
45.82%+0.00% QoQ
FII holding
6.62%Current quarter

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

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