ALFA Finder| Revenue growth | Q4 revenue grew 30% YoY to 439 Cr; FY26 up 18%. |
|---|---|
| Margins | EBITDA margins improved to 28% from 26% YoY. |
| Order book | Healthy order book for CDMO and recently launched Nor-UDCA formulation. |
| Demand visibility | Strong traction in Europe and India for specialty oncology and peptides. |
| Management confidence | Confident, shifting from base APIs to high-margin specialty formulation platforms. |
Growth
Revenue grew 30% YoY in Q4; EBITDA expanded 40% YoY with margins improving to 28% through favorable operating leverage.
Outlook
Targeting global launches for high-value molecules like Nor-UDCA and Recombinant Albumin by FY28-FY29.
Risks
High reliance on lumpy licensing fees and high-stakes clinical trials; US FDA compliance at Jadhcherla remains an overhang.
Last quarter's promises, checked
Delivered
- Guided Q4 OLC block commissioning → Delivered Q4 commissioning (= BEAT)
- Guided Q4 Rotigotine US FDA submission → Delivered Q4 submission (= BEAT)
- Guided Q4 Semaglutide validation → Delivered Q4 completion (= BEAT)
Partly delivered
- Guided steady growth in API → Delivered 16% growth vs 54% in formulations (= PARTIAL)
Missed
- Guided Q4 IMPD submission for Albumin → Delayed to H1 FY27 (= MISS)
Earnings Call Transcript filed with NSE, 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.