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Investor Presentation

Sudeep Pharma Investor Presentation: Key Takeaways

Sudeep Pharma reported strong Q1FY27 performance with 27% YoY revenue growth. Strategy focuses on expanding into Specialty Ingredients and high-growth Battery Materials (SAM project).

Highlights
Revenue growth27% YoY in Q1FY27
MarginsEBITDA Margin at 34.7%; PAT Margin improved to 25.6%.
Demand visibilityStrong customer engagement and increasing visibility on battery material off-take.
Management confidenceHigh; confident in sustainable long-term growth and expansion projects.

Growth

Q1FY27 Revenue grew 27% YoY to ₹158.3 Cr; PAT rose 30% YoY to ₹40.6 Cr.

Outlook

Greenfield expansion and SAM Phase 1 on track for March 2027; total capacity targeted at 2,28,700 MT by FY30.

Risks

Challenging global environment, geopolitical uncertainties, supply chain disruptions, gas constraints, and elevated logistics costs.

Last quarter's promises, checked

Delivered

  • Guided 25,000 MT Phase 1 SAM commissioning by April 2027 → On track for March 2027 (= BEAT)
  • Guided 150-160 working capital days → delivered 154 days (= BEAT)
  • Guided 10% revenue growth for Pharma/Food segment → delivered 10% (= BEAT)

Partly delivered

  • Guided EBITDA margins returning to 37-38% → delivered 34.7% (= PARTIAL)
Source

Investor Presentation filed with BSE, 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.