| Revenue growth | 36% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margin expanded from 21.7% to 29.8% YoY. |
| Demand visibility | High growth visibility from approved and pipeline products. |
| Management confidence | High; citing robust product pipeline and margin expansion. |
Growth
Revenue reached ₹180.2 Cr (+36% YoY); PAT stood at ₹30.7 Cr (+56% YoY). Gross margins improved to 63.5%.
Outlook
Targeting launch of 35 ANDAs (136 products) with $740mn+ gross addressable market. Significant expansion in 40+ emerging market countries.
Risks
Exposure to regulated market dependencies and potential delays in ANDA approvals/launches.
Last quarter's promises, checked
Delivered
- Guided 50% FY26 revenue growth → delivered 62% (= BEAT)
- Guided 100% FY26 PAT growth → delivered 108% (= BEAT)
- Guided ~29-31% EBITDA margin → delivered 30% (= BEAT)
Partly delivered
- Guided 30-40% revenue growth for FY27 → delivered 36% in Q1 (= PARTIAL)
Investor Presentation filed with NSE, NSE: SENORES. Summary written with AI assistance from the document.
Senores Pharmaceuticals Ltd: key numbers
- Share price
- ₹1,174.60
- Market cap
- ₹5,409 Cr
- Revenue (annual)
- ₹632.6 Cr
- Net profit (annual)
- ₹115.4 Cr
- P/E (TTM)
- 40.5×Sector 43.7×
- Promoter holding
- 45.82%+0.00% QoQ
- FII holding
- 6.01%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Senores Pharmaceuticals Ltd
All →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
Senores Pharmaceuticals Other Announcement
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.
- Value
- ₹95.00 Cr
Senores Pharmaceuticals Capacity Expansion: ₹20 Cr Investment
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.
- Value
- ₹20.00 Cr
- Execution
- By end of March 2027
- production capacity
- 0.7 Bn units
Senores Pharmaceuticals Capacity Expansion: ₹18 Cr Investment
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.
- Value
- ₹18.00 Cr
- Execution
- By end of March 2027
- production capacity
- 0.8 Bn units
Senores Pharmaceuticals Other Announcement
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.
- Execution
- 60 months
Senores Pharmaceuticals Investor Presentation: Key Takeaways
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%.