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Earnings Call

Sun Pharmaceutical Industries Earnings Call: Key Takeaways

Sun Pharma delivered strong FY26 growth led by specialty medicines and India market share gains, despite US generic competition and regulatory headwinds.

Why this was an Alfa AlertNot a filter event. High single-digit guidance is not a material beat over historical trends.
Highlights
Revenue growthFY26 revenue up 11.9%; Q4 up 13.6% YoY.
MarginsFY26 EBITDA margin at 30.3%; Q4 saw sequential margin compression.
Demand visibilityStrong specialty demand; India business outperforming IPM volume growth.
Management confidenceBalanced confidence highlighting specialty growth offset by generic price erosion.

Growth

FY26 sales grew 11.9% YoY; Specialty business grew 16.8% to $1.42 billion, now 22.2% of total sales.

Outlook

Guidance for FY27 projects high single-digit consolidated top-line growth with R&D spend at 6-7% of sales.

Risks

US generic sales declined 1.1% due to competition; EBITDA margins compressed in Q4 on seasonal R&D spend.

Source

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

Read the document ↗

Sun Pharmaceutical Industries Ltd: key numbers

Share price
₹1,852.20
Market cap
₹4,44,405 Cr
Revenue (annual)
₹58,462 Cr
Net profit (annual)
₹11,479 Cr
P/E (TTM)
36.7×Sector 50.4×
Promoter holding
54.48%+0.00% QoQ
FII holding
14.54%Current quarter

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

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