| Revenue growth | 13% YoY for FY26; 4% YoY decline for Q4FY26. |
|---|---|
| Margins | FY26 EBITDA margin up 155 bps to 19%; Gross margins stable at 44%. |
| Demand visibility | Growth across key APIs supported FY26 revenue. |
Growth
FY26 revenue grew 13% YoY to ₹887cr. Q4FY26 PAT grew 61% YoY to ₹33cr despite 4% revenue dip.
Outlook
Targeting ₹280cr capex by FY27. Aiming for 1.75x net asset turnover and high-teens returns on new capex.
Risks
Regulatory approvals at manufacturing sites; competitive generic landscape; potential raw material price fluctuations despite backward integration efforts.
Earnings Call filed with BSE, NSE: SMSPHARMA. Summary written with AI assistance from the document.
SMS Pharmaceuticals Ltd: key numbers
- Share price
- ₹520.90
- Market cap
- ₹4,618 Cr
- Revenue (annual)
- ₹886.9 Cr
- Net profit (annual)
- ₹102.0 Cr
- P/E (TTM)
- 39.5×Sector 43.8×
- Promoter holding
- 68.07%+0.00% QoQ
- FII holding
- 1.18%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from SMS Pharmaceuticals Ltd
All →SMS Pharmaceuticals Results Update
SMS Pharmaceuticals released a press release on its Q2 and H1 FY27 results, showing strong growth. Management now expects FY27 revenue growth and EBITDA margins above earlier guidance.
SMS Pharmaceuticals Investor Presentation: Key Takeaways
Q2FY27 revenue ₹316 Cr (+30% YoY), EBITDA ₹68 Cr at 21% margin, PAT ₹40 Cr (+57%). Strategy: backward integration, high-value APIs, DMF/CEP filings, ₹280 Cr capex.
SMS Pharmaceuticals Management Change
SMS Pharmaceuticals' Company Secretary Thirumalesh Tumma resigned effective November 4, 2026. Manohar Mollama has been appointed as the new Company Secretary effective November 5, 2026.
SMS Pharmaceuticals Q2 FY27 Results: Net Profit ₹39.9 Cr, Up 57.7% YoY
SMS Pharmaceuticals Ltd reported revenue from operations of ₹316.1 Cr (+30.4% YoY) and net profit of ₹39.9 Cr (+57.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹39.9 Cr · +57.7% YoY
SMS Pharmaceuticals Legal & Regulatory
SMS Pharmaceuticals received an Income Tax appellate order under Section 250 dismissing its appeal for AY 2018-19. The company says there is no material impact and is reviewing next steps.
- Value
- ₹0.40 Cr
SMS Pharmaceuticals Legal & Regulatory
SMS Pharmaceuticals disclosed that the CIT(Appeals) dismissed its appeal against a ₹7.19 Crore income tax assessment for AY 2018-19. The company is reviewing the order and expects no material impact.
- Value
- ₹7.19 Cr