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Investor Presentation

Senores Pharmaceuticals Investor Presentation: Key Takeaways

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.

Highlights
Revenue growth36% YoY growth in Q1FY27.
MarginsEBITDA margin expanded from 21.7% to 29.8% YoY.
Demand visibilityHigh growth visibility from approved and pipeline products.
Management confidenceHigh; 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)
Source

Investor Presentation 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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