| Revenue growth | Q2 +45% YoY; 1HFY27 +44% YoY |
|---|---|
| Margins | Q2 EBITDA 28% vs 30% YoY; GP margin 65% vs 72% |
| Order book | Peptide order book strong; NorUDCA order book firm for FY27 |
| Demand visibility | Peptide order book strong; NorUDCA order book firm FY27 |
| Management confidence | Says well positioned for stronger FY27; no numbers |
Growth
1HFY27 total income +44% to INR 1,007 cr; EBITDA +40% to INR 290 cr; PAT +98% to INR 180 cr.
Outlook
No numeric guidance; expects stronger FY27 via 2HFY27 launches and Phase III starts; oncology block by FY27-end.
Risks
Q2 gross margin fell to 65% from 72%; Q2 PAT down 22% QoQ; biologics/NBE investments weigh on ROCE.
Last quarter's promises, checked
Delivered
- Guided robust Formulation growth → +51% YoY (= BEAT)
- Guided strong Specialty CDMO traction → +36% YoY (= BEAT)
- Guided steady API growth in FY27 → +16% YoY (= BEAT)
Partly delivered
- Guided EBITDA margin in a similar range (~30%) → Q2 28% (= PARTIAL)
Missed
- Guided better margins as plants fill and positive operating leverage → gross margin 71% to 65%, EBITDA margin 30% to 28% (= MISS)
Investor Presentation filed with BSE, NSE: SHILPAMED. Summary written with AI assistance from the document.
Shilpa Medicare Ltd: key numbers
- Share price
- ₹941.90
- Market cap
- ₹18,422 Cr
- Revenue (annual)
- ₹1,539 Cr
- Net profit (annual)
- ₹243.3 Cr
- P/E (TTM)
- 62.0×Sector 37.9×
- 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 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.
Shilpa Medicare Other Announcement
Shilpa Medicare Ltd has filed its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026.
Shilpa Medicare Other Announcement
Shilpa Medicare Ltd KMP Alpesh Maheshkumar Dalal sold 4,000 equity shares via market sale. The transaction was valued at Rs.0.42 Crore and executed on the NSE.
- Value
- ₹0.42 Cr
Shilpa Medicare Share Pledge
The company's promoters reported the release of encumbrance on 30,00,000 equity shares held by them. This reduction in pledged shares signals a change in promoter leverage.