ALFA Finder| Revenue growth | 43% YoY growth in Q1 FY27. |
|---|---|
| Margins | Healthy gross margin of 71%; 30% EBITDA margin seen sustainable. |
| Order book | Strong order trajectory for Nor-UDCA molecule. |
| Demand visibility | Strong visibility for Nor-UDCA and visibility for FY27 orders. |
| Management confidence | High; described quarter as 'best in our history'. |
Growth
Revenue grew 43% YoY; EBITDA grew 42% to INR 139cr; PAT surged 115% to INR 101cr.
Outlook
Commissioning peptide capacity by FY27 end; several NCE programs commercializing in FY28; targeting robust ROCE improvement.
Risks
Regulatory pathways remain critical; global political situations impacting raw material prices mentioned as a margin headwind.
Last quarter's promises, checked
Delivered
- EBITDA margin 29% → delivered 30% (= BEAT)
- API business steady growth → delivered 15% YoY growth (= BEAT)
- Formulations steady growth → delivered >100% YoY growth (= BEAT)
Partly delivered
- Aflibercept India launch in FY27 → Ongoing (= PARTIAL)
- Peptide facility commissioning in FY27 → Ongoing (= PARTIAL)
Investor Presentation 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
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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.