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Earnings Call

Sudeep Pharma Earnings Call: Key Takeaways

Sudeep Pharma reported record FY26 revenue of ₹642.3cr, driven by the listing, the NSS acquisition, and expansion into battery materials.

Highlights
Revenue growthFY26 revenue up 28% YoY to ₹642.3cr.
MarginsEBITDA margin compressed to 34.6% due to high RM costs.
Order book500 MT purchase order from leading Indian player for battery materials.
Demand visibilityHealthy demand across verticals; encouraging traction in advanced materials.
Management confidenceHigh; citing strategic milestones and long-term growth trajectory.

Growth

FY26 Revenue grew 28% YoY to ₹642.3cr; PAT increased 26% to ₹174.3cr. Q4FY26 revenue rose 16% YoY.

Outlook

Commissioning Dahej battery materials plant early CY2027; Phase 1 capacity 25,000 MT. Targeting 100,000 MT by 2030.

Risks

High raw material costs (phosphoric/sulphuric acid), West Asia conflict supply chain disruptions, and gas supply issues.

Source

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

Read the document ↗

Sudeep Pharma Ltd: key numbers

Share price
₹1,164.90
Market cap
₹13,157 Cr
Revenue (annual)
₹642.3 Cr
Net profit (annual)
₹172.9 Cr
P/E (TTM)
72.0×Sector 50.4×
Promoter holding
76.15%+0.00% QoQ
FII holding
1.81%Current quarter

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

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Other Announcement

Sudeep Pharma Other Announcement

Sudeep Pharma cancelled its analyst/investor plant visit scheduled for 23–24 September 2026 due to exigencies. No financial or operational impact is indicated.