ALFA Finder| Revenue growth | H1 revenue up 31% YoY; Q2 affected by US tariff timing issues. |
|---|---|
| Margins | EBITDA margins stabilized at 37.9% for H1; specialty segment helps. |
| Demand visibility | Strong visibility in infant nutrition; US demand recovering post-tariff clarity. |
| Management confidence | High confidence in specialty pivot and battery materials vertical expansion. |
Growth
H1 revenue grew 31% YoY to ₹302.9 Cr; EBITDA up 21% to ₹114.7 Cr. Growth is volume-driven across pharma and nutrition.
Outlook
Commissioning 51,200 MT greenfield plant in Q4 FY26; targeting 100,000 MT battery material capacity in 3-5 years.
Risks
US tariff uncertainty impacted Q2 timing; high inventory levels (195 days) and working capital intensity remain key concerns.
Last quarter's promises, checked
Delivered
- Revenue growth 10% for PFN → Delivered 31% H1 YoY (= BEAT)
- Commissioning greenfield facility → Internal validation completed (= BEAT)
- Net debt-to-equity ratio 0.04x → Maintained conservative leverage (= BEAT)
Partly delivered
- Specialty segment growth momentum → Grew 32% vs 62% previous year (= PARTIAL)
Missed
- Targeting 150-160 working capital days → Delivered 195 days (= MISS)
Earnings Call Transcript filed with NSE, NSE: SUDEEPPHRM. Summary written with AI assistance from the document.
Sudeep Pharma Ltd: key numbers
- Share price
- ₹1,223.20
- Market cap
- ₹13,816 Cr
- Revenue (annual)
- ₹642.3 Cr
- Net profit (annual)
- ₹172.9 Cr
- P/E (TTM)
- 73.4×Sector 43.8×
- Promoter holding
- 76.15%+0.00% QoQ
- FII holding
- 2.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sudeep Pharma Ltd
All →Sudeep Pharma Earnings Call Transcript: Key Takeaways
Sudeep Pharma delivered record quarterly revenue led by its Pharma Food Nutrition (PFN) segment, though specialty ingredients face short-term headwinds from the pause of a government rice program.
Sudeep Pharma Investor Presentation: Key Takeaways
Q2FY27 revenue Rs196.7cr (+21% YoY), record EBITDA Rs73.2cr (+32%, 37.2% margin), PAT Rs51.8cr (+11%). Battery-materials pivot and Nandesari FDA approval are the strategic highlights.
Sudeep Pharma Q2 FY27 Results: Net Profit ₹51.8 Cr, Up 10.7% YoY
Sudeep Pharma Ltd reported revenue from operations of ₹196.7 Cr (+20.9% YoY) and net profit of ₹51.8 Cr (+10.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹51.8 Cr · +10.7% YoY
Sudeep Pharma Capacity Expansion
Sudeep Pharma received FDA approval for its new 51,200 MT greenfield plant at Nandesari, Gujarat. Commercial operations are expected to commence in H2 FY27 following customer qualification.
- manufacturing capacity
- 51200 MT
Sudeep Pharma Board Meeting Date
Sudeep Pharma has scheduled its Board meeting for 28 October 2026 to approve Q1 and H1 FY27 financial results. No results or monetary figures are disclosed in this intimation.
Sudeep Pharma Other Announcement
The company submitted the mandatory compliance certificate under Regulation 74(5) for the quarter ended September 30, 2026.