| Revenue growth | 28% YoY growth to ₹411cr; 9M revenue up 14%. |
|---|---|
| Margins | EBITDA margins healthy at 28% due to positive operating leverage. |
| Order book | Firm orders for Nor-UDCA in Q4; CDMO pipeline expanding. |
| Demand visibility | Strong visibility for specialty CDMO and EU formulation exports. |
| Management confidence | High; focusing on execution and asset monetization after heavy capex. |
Growth
Revenue grew 28% YoY to ₹411cr, driven by a 100% surge in formulation exports to the EU.
Outlook
Guidance suggests a steady 150cr annual licensing run rate and ROIC improvement to 17% in 9MFY26.
Risks
Regulatory dependency on USFDA for the Jadcherla facility and high net debt of ₹625cr remain key concerns.
Earnings Call filed with BSE, NSE: SHILPAMED. Summary written with AI assistance from the document.
Shilpa Medicare Ltd: key numbers
- Share price
- ₹1,013.45
- Market cap
- ₹19,821 Cr
- Revenue (annual)
- ₹1,539 Cr
- Net profit (annual)
- ₹243.3 Cr
- P/E (TTM)
- 66.7×Sector 50.4×
- Promoter holding
- 40.13%+0.00% QoQ
- FII holding
- 11.39%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Shilpa Medicare Ltd
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- Value
- ₹2.18 Cr