| 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
- ₹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.
More from SMS Pharmaceuticals Ltd
All →SMS Pharmaceuticals Other Announcement
SMS Pharmaceuticals disclosed two market sell trades by Designated Person NVV Satyanarayana totalling ₹0.14 Crore. The PIT Reg 7(2) intimation involves a non-promoter designated person.
- Value
- ₹0.14 Cr
SMS Pharmaceuticals Annual General Meeting
SMS Pharmaceuticals Limited has scheduled its 38th Annual General Meeting for September 29, 2026. Key agenda items include dividend declaration, management re-appointments, and approval of material related party transactions.
SMS Pharmaceuticals Annual Report
SMS Pharmaceuticals Limited has released its Annual Report and Notice for the 38th Annual General Meeting scheduled for September 29, 2026. The company reported FY26 revenue of ₹887 Crore.
SMS Pharmaceuticals Credit Rating
CARE Ratings Limited has reaffirmed or revised the credit ratings for SMS Pharmaceuticals Limited's bank facilities. The review covers the company's long-term and short-term credit facilities.
SMS Pharmaceuticals Q1 FY27 Results: Net Profit ₹20.9 Cr, Up 2.0% YoY
SMS Pharmaceuticals Ltd reported revenue from operations of ₹207 Cr (+5.6% YoY) and net profit of ₹20.9 Cr (+2.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹20.9 Cr · +2.0% YoY
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.