| Management target | Revenue 40.0% FY27 |
|---|
| Revenue growth | 25% YoY growth, achieving highest ever quarterly revenue of ₹192 Cr. |
|---|---|
| Margins | Operating EBITDA margin steady at 30% despite initial subsidiary setup costs. |
| Demand visibility | Strong visibility driven by 64 approved ANDAs and 41 molecules pipeline. |
| Management confidence | Highly optimistic, emphasizing nine consecutive quarters of meeting or exceeding guidance. |
Growth
Revenue grew 25% YoY in Q2; H1 EBITDA surged 58% on operating leverage.
Outlook
Management maintained FY27 guidance of 30-40% revenue growth and 50-60% PAT growth.
Risks
Substantial unbilled revenue (accrued income) and high dependence on US product launch timing.
Last quarter's promises, checked
Delivered
- Guided sustain ~30% EBITDA margin as minimum → delivered 30% steady in Q2 (= BEAT)
Partly delivered
- Guided FY27 revenue growth 30-40% → delivered Q2 revenue +25% YoY (= PARTIAL)
- Guided FY27 capex ₹100-120 Cr → delivered ₹46 Cr in H1 (= PARTIAL)
- Guided FY27 emerging-market EBITDA 18-20% → delivered Q1 14%, Q2 not disclosed (= PARTIAL)
Missed
- Guided FY27 PAT growth 50-60% → delivered Q2 PAT +22% YoY (= MISS)
Earnings Call Transcript filed with NSE, NSE: SENORES. Summary written with AI assistance from the document.
Senores Pharmaceuticals Ltd: key numbers
- Share price
- ₹1,215.00
- Market cap
- ₹5,596 Cr
- Revenue (annual)
- ₹632.6 Cr
- Net profit (annual)
- ₹115.4 Cr
- P/E (TTM)
- 41.9×Sector 46.1×
- 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 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%.
Senores Pharmaceuticals Results Update
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.