| Management target | Revenue 9.0% FY27 |
|---|
| Revenue growth | 10.1% YoY consolidated growth. |
|---|---|
| Margins | Gross margin 80.5%; EBITDA margin 28.9%. |
| Demand visibility | Positive for specialty/innovative drugs and India market. |
| Management confidence | High on innovative portfolio (Leqselvi, Unloxcyt). |
Growth
India formulations grew 16% YoY; Innovative medicine sales rose 12.8% to USD 351 million. Consol sales up 10.1%.
Outlook
Maintained high single-digit top-line growth guidance for FY27; Organon acquisition expected to close by Q4FY27.
Risks
Lenalidomide erosion and generic competition in the US; high ETR (27.8%); geopolitical and macroeconomic headwinds in emerging markets.
Last quarter's promises, checked
Delivered
- Guided high single-digit growth → delivered 10.1% (= BEAT)
- Guided R&D 6-7% of sales → delivered 6.7% (= BEAT)
- Guided US Innovative sales >$1bn → delivered $1.42bn for FY26 (= BEAT)
Partly delivered
- Guided 25% Effective Tax Rate → delivered 27.8% (= PARTIAL)
Missed
- Guided normalization of US spend → delivered higher costs/lower US sales (= MISS)
Investor Presentation filed with BSE, NSE: SUNPHARMA. Summary written with AI assistance from 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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