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Earnings Call

SMS Pharmaceuticals Earnings Call: Key Takeaways

SMS Pharma delivered FY26 revenue of ₹887cr (+13%) and PAT of ₹102cr (+47%). Strategy focuses on backward integration and high-margin API expansion.

Highlights
Revenue growth13% YoY in FY26; 15% growth guided for FY27.
MarginsEBITDA margins improved to 20%; targeting 22% and above.
Order bookSignificant portion of planned capacity already committed.
Demand visibilityStrong; capacity for ibuprofen already 80% utilized.
Management confidenceHigh; citing benefits from backward integration and new capacity.

Growth

FY26 Revenue increased 13% to ₹887cr; EBITDA grew 23% to ₹171cr with 20% margins.

Outlook

Guiding 15% revenue growth for FY27 with 22% EBITDA margin targets; ₹280cr brownfield capex ongoing.

Risks

Geopolitical tensions in Middle East impacting logistics, freight costs, and solvent prices.

Source

Earnings Call filed with NSE, 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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