ALFA Finder| Revenue growth | 6% YoY in Q1FY27. |
|---|---|
| Margins | Gross margins sustained above 45%; EBITDA margin steady at 20%. |
| Demand visibility | Strong pipeline with 10 DMF/CEP filings targeted for FY27. |
| Management confidence | High; citing structural improvements in unit economics. |
Growth
Revenue grew 6% YoY; PAT increased 8% to ₹20 Cr. High-value products now comprise 51% of portfolio.
Outlook
₹280 Cr capex planned for completion by FY27 targeting high-teens returns. Aiming for 1.75x asset turnover.
Risks
Potential price erosion in generics; heavy reliance on anti-retroviral (28%) and anti-inflammatory (20%) segments.
Last quarter's promises, checked
Delivered
- Guided 20% EBITDA margin for FY26 → delivered 20% (= BEAT)
- Guided 13% revenue growth for FY26 → delivered 13% (= BEAT)
- Guided 12 DMF filings in FY26 → delivered 12 (= BEAT)
Partly delivered
- Guided ₹280 Cr capex completion by FY27 → ₹130 Cr invested (= PARTIAL)
- Guided 800 MT capacity by FY27 → currently scaling from 500 MT (= PARTIAL)
Missed
- Guided 15% revenue growth for FY27 → delivered 6% in Q1 (= MISS)
Investor Presentation filed with NSE, 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