ALFA Finder| Management target | Revenue 9.0% FY27 |
|---|
| Revenue growth | 10.1% YoY growth; strong India and Specialty, soft US generics. |
|---|---|
| Margins | Gross margin 80.5%; EBITDA 28.9%, pressured by launch costs. |
| Demand visibility | Strong specialty uptake and stable chronic demand in India. |
| Management confidence | Confident in Specialty and India; cautious on US generic competition. |
Growth
Revenue grew 10.1% YoY to ₹151,836 million, supported by 16% growth in India formulations and a 12.8% rise in specialty sales.
Outlook
Management maintains high single-digit growth guidance for FY27 despite the strong Q1 start and pending Organon acquisition closure.
Risks
US generic revenue declined 9.7% due to Lenalidomide erosion and generic competition. Higher tax rates and acquisition costs impact net margins.
Last quarter's promises, checked
Delivered
- Guided high single-digit top-line growth → delivered 10.1% (= BEAT)
- Guided R&D spend 6-7% of sales → delivered 5.4% (= BEAT)
- Guided effective tax rate ~25% → delivered 22.3% (= BEAT)
Partly delivered
- Guided Organon acquisition closure Q4 FY27 → On track, filings in progress (= PARTIAL)
Missed
- Guided US business growth → delivered -9.7% revenue decline (= MISS)
Earnings Call Transcript filed with NSE, NSE: SUNPHARMA. Summary written with AI assistance from the document.
Sun Pharmaceutical Industries Ltd: key numbers
- Share price
- ₹1,902.30
- Market cap
- ₹4,56,426 Cr
- Revenue (annual)
- ₹58,462 Cr
- Net profit (annual)
- ₹11,479 Cr
- P/E (TTM)
- 41.6×Sector 43.8×
- Promoter holding
- 52.68%-1.80% QoQ
- FII holding
- 14.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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