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Earnings Call

SMS Pharmaceuticals Earnings Call: Key Takeaways

SMS Pharma reported strong FY26 performance with PAT reaching ₹102 crore (up 48% YoY) and EBITDA margins expanding to 19%.

Highlights
Revenue growth13% YoY for FY26; 4% YoY decline for Q4FY26.
MarginsFY26 EBITDA margin up 155 bps to 19%; Gross margins stable at 44%.
Demand visibilityGrowth 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.

Source

Earnings Call filed with BSE, NSE: SMSPHARMA. Summary written with AI assistance from the document.

Read the document ↗

SMS Pharmaceuticals Ltd: key numbers

Share price
₹475.00
Market cap
₹4,211 Cr
Revenue (annual)
₹886.9 Cr
Net profit (annual)
₹102.0 Cr
P/E (TTM)
41.1×Sector 50.4×
Promoter holding
68.07%+0.00% QoQ
FII holding
0.65%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
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