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.
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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.
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 reported record Q1FY27 revenue of INR 469cr, up 43% YoY, with EBITDA margins hitting 30%. Strategy focuses on high-margin CDMO, Biologics, and complex formulations.
Shilpa Medicare delivered a robust Q4 performance with revenue growing 30% YoY, driven by API and formulation scale-ups, but remains heavily dependent on lumpy licensing income and future global clinical trial successes.
Shilpa Medicare reported its highest-ever quarterly revenue of ₹439cr (+30% YoY) and full-year FY26 revenue of ₹1,549cr (+18% YoY), driven by API and formulation vertical integration.
Shilpa Medicare reported its highest-ever quarterly revenue and EBITDA, signaling a shift from a long investment cycle to asset sweating and operational leverage.
Shilpa Medicare delivered record FY26 performance with 18% revenue growth and 30% EBITDA growth. Strategy focuses on high-value CDMO partnerships, specialized formulations like NorUDCA, and a robust biosimilar pipeline.
Shilpa Medicare reported record quarterly revenue and EBITDA, signaling a shift from heavy R&D investment to commercial execution across API, formulations, and biologics.