| 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
- ₹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.
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- Value
- ₹2.18 Cr