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Earnings Call

Solara Active Pharma Sciences Earnings Call: Key Takeaways

Solara delivered its highest Q4 revenue in 8 quarters at INR 392cr, driven by a strong base business with 54% gross margins, despite persistent headwinds and negative EBITDA in the Ibuprofen segment.

Why this was an Alfa AlertNot a filter event. Results showed improvement but no specific beat against management's own prior quantitative guidance range was mentioned.
Highlights
Revenue growth12% Q-o-Q revenue growth delivered in Q4 FY26.
MarginsBase business at 54% gross margin; overall EBITDA margin 16%.
Order bookBase business order book remains strong and a primary driver.
Demand visibilityHealthy order book in base business; 30% spare capacity available.
Management confidenceHigh in base business; cautious on Ibuprofen turnaround.

Growth

Revenue grew 12% Q-o-Q; EBITDA grew 65% Q-o-Q to INR 61cr; 16% overall EBITDA margin.

Outlook

Evaluating strategic options for Ibuprofen; aiming to be debt-free by FY29; 4-5 DMF filings planned annually.

Risks

Persistent headwinds in Ibuprofen (negative EBITDA); Middle East crisis impact; reliance on third-party IBB/IBAP sourcing.

Source

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

Read the document ↗

Solara Active Pharma Sciences Ltd: key numbers

Share price
₹739.15
Market cap
₹3,552 Cr
Revenue (annual)
₹1,369 Cr
Net profit (annual)
₹-7.41 Cr
P/E (TTM)
-2192.7×Sector 50.4×
Promoter holding
41.93%-0.07% QoQ
FII holding
11.52%Current quarter

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

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