ALFA Finder| Revenue growth | FY26 revenue grew 18% YoY to ₹1,549cr; Q4 grew 30%. |
|---|---|
| Margins | FY26 Gross Margin 70%; EBITDA margin 29% (up 300bps YoY). |
| Demand visibility | Strong order book for NorUDCA; robust pipeline for European formulations. |
| Management confidence | High confidence in technology-driven growth and monetization of R&D investments. |
Growth
FY26 EBITDA rose 30% to ₹445cr; adjusted PAT grew 135% to ₹232cr. API revenue ₹985cr (+16%); Formulations ₹618cr (+30%).
Outlook
Focus on monetizing ADCs, biologics, and peptides. Commercializing Abraxane/Enzalutamide in FY28. Targeting 35% EBITDA margins long-term.
Risks
USFDA audit observations at Jadcherla facility; increased raw material prices; competition in Nilotinib generic market in FY28.
Earnings Call filed with BSE, NSE: SHILPAMED. Summary written with AI assistance from the document.
Shilpa Medicare Ltd: key numbers
- Share price
- ₹934.15
- Market cap
- ₹18,270 Cr
- Revenue (annual)
- ₹1,539 Cr
- Net profit (annual)
- ₹243.3 Cr
- P/E (TTM)
- 55.0×Sector 43.8×
- Promoter holding
- 40.13%+0.00% QoQ
- FII holding
- 12.11%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Shilpa Medicare Ltd
All →Shilpa Medicare Earnings Call Transcript: Key Takeaways
Record Q2 revenue of ₹538 Cr (+35%) and EBITDA of ₹151 Cr (28% margin), but gross margin fell roughly 700 bps and management deflected several key questions.
Shilpa Medicare Insolvency Petition
Shilpa Medicare reports NCLAT set aside the CIRP against its subsidiary FTF Pharma, annulling the process. The filing states no impact on the listed entity.
Shilpa Medicare Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 538 cr (+45% YoY), EBITDA INR 151 cr (28% margin), PAT INR 79 cr (+80%). 1HFY27 total income INR 1,007 cr (+44%). Strategy: complex FDF launches, CDMO, biologics, rHA.
Shilpa Medicare Q2 FY27 Results: Net Profit ₹79.2 Cr, Up 79.6% YoY
Shilpa Medicare Ltd reported revenue from operations of ₹529.1 Cr (+43.0% YoY) and net profit of ₹79.2 Cr (+79.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹79.2 Cr · +79.6% YoY
Shilpa Medicare Board Meeting Date
Shilpa Medicare's board meeting is scheduled for 5 November 2026 to approve Q2 and H1 unaudited financial results. The trading window remains closed until 7 November 2026.
Shilpa Medicare Business Update
Shilpa Medicare Limited’s Unit 4 in Jadcherla received GMP certification from AGES, Austria, following a successful inspection. This milestone enables operations for European and global markets.