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Earnings Call

Senores Pharmaceuticals Earnings Call: Key Takeaways

Senores Pharmaceuticals delivered a blockbuster FY26, significantly outperforming guidance with 62% revenue growth and 108% PAT growth, driven by US regulated market expansion.

Why this was an Alfa AlertPrimary metric beat: Guided 50% revenue and 100% PAT growth; achieved 62% and 108% respectively. Management explicitly confirmed surpassing guidance.
Highlights
Revenue growth62% YoY in FY26; 66% YoY in Q4.
MarginsEBITDA margin improved 527 bps to 30% for FY26.
Demand visibilityStrong order pipeline for FY27.
Management confidenceHigh; visibility on 30 new ANDA launches.

Growth

FY26 revenue INR663cr (+62%), PAT INR122cr (+108%). Q4 EBITDA margin at 32.7%.

Outlook

FY27 guidance: 30-40% revenue growth, 50-60% PAT growth. INR200cr capex planned.

Risks

Geopolitical uncertainties, inflationary pressures, shipping line disruptions, and US tax rate normalization.

Source

Earnings Call filed with BSE, 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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