Shilpa Medicare Ltd

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.

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.

Shilpa Medicare Other Announcement

Shilpa Medicare received a 'Crisil ESG 59' rating from CRISIL ESG Ratings for FY2026. This is a routine regulatory disclosure under Regulation 30 with no financial implications.

Shilpa Medicare Business Update

Shilpa Medicare reported a USFDA surveillance inspection at its Unit VII Analytical Services Division. The inspection resulted in one procedural observation with no material impact on operations.

Shilpa Medicare Regulatory Approval

Shilpa Medicare secured final CDSCO-SEC approval for OERIS™, a world-first extended-release ondansetron injection patented until 2039. Commercial launch in India is planned upon final marketing authorization.

Shilpa Medicare Annual General Meeting

Shilpa Medicare's 39th AGM held 11 September 2026 via VC. Resolutions covered financial statement adoption, ₹0.60/share dividend, and director re-appointment.

Shilpa Medicare Insolvency Petition

NCLT Ahmedabad admitted FTF Pharma, Shilpa Medicare's subsidiary, to CIRP over a ₹2.18 Crore debt. IRP appointed with moratorium; impact on parent unquantifiable.

Value

₹2.18 Cr

Shilpa Medicare Other Announcement

Shilpa Medicare has dispatched letters to shareholders with unregistered emails, providing web-links to access the Annual Report and Notice of the 39th Annual General Meeting.

Shilpa Medicare Price Movement Clarification

Shilpa Medicare clarified a news report regarding a voluntary recall of 27,923 vials of Pemetrexed Injection in the US. The company expects no material impact on operations.

Shilpa Medicare Annual Report

Shilpa Medicare Limited filed its Annual Report for the financial year 2025-26. The document also contains the notice convening the 39th Annual General Meeting.

Shilpa Medicare Annual General Meeting

Shilpa Medicare Limited has issued the notice for its 39th Annual General Meeting scheduled for September 11, 2026. The meeting will be held via video conferencing.