ALFA Finder| EBITDA Margin: guided vs achieved | 22.00% achieved Guided 32.00%–35.00%, -37.1% above the top of the range |
|---|---|
| Management target | Revenue 20.0% |
| Revenue growth | Revenue ₹206 Cr, +3.2% YoY; LATAM regulation hit volumes. |
|---|---|
| Margins | Down from 34–35% typical; FY27 guidance cut to 23–25%. |
| Order book | Order book cited qualitatively; no value disclosed. |
| Demand visibility | LATAM demand deferred by import-authorisation delays, 4–5 months. |
| Management confidence | Defensive on margins; confident on ₹1,000 Cr revenue despite cuts. |
Growth
Revenue +3.2% YoY to ₹206 Cr; H1 +14.8%. EBITDA -37.5%, margin 22% on mix and cost drag.
Outlook
FY27 revenue target ₹1,000 Cr despite H1 ₹396 Cr; FY27 EBITDA margin 23–25%, no FY28 guidance.
Risks
LATAM import-permit delays 4–5 months; Ambernath EU audit pending; raw material pressure lags 2–3 quarters.
Last quarter's promises, checked
Delivered
- 2 anesthetic launches Ambernath → 2 launched (= BEAT)
Partly delivered
- FY27 ~₹1,000 Cr → H1 ₹396 Cr, reiterated (= PARTIAL)
- CDMO term sheet next quarter → near signing, unnamed (= PARTIAL)
- Contrast media H2 FY27 → 'soon' (= PARTIAL)
Missed
- EBITDA margin 33–35% → 22% (= MISS)
- One-off ₹10.5 Cr not in Q2, margin back in range → Q2 22% vs Q1 25% (= MISS)
- ₹25–30 Cr lost sales recovered → Q2 rev +3.2% YoY vs Q1 +31% (= MISS)
Earnings Call Transcript filed with BSE, NSE: SUPRIYA. Summary written with AI assistance from the document.
Supriya Lifescience Ltd: key numbers
- Share price
- ₹632.10
- Market cap
- ₹5,087 Cr
- Revenue (annual)
- ₹827.9 Cr
- Net profit (annual)
- ₹209.1 Cr
- P/E (TTM)
- 28.7×Sector 43.7×
- Promoter holding
- 68.30%+0.00% QoQ
- FII holding
- 6.45%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Supriya Lifescience Ltd
All →Supriya Lifescience Results Update
Supriya Lifescience's Q2 FY27 revenue rose 3.2%, but EBITDA and PAT fell sharply. Ambernath ramp-up costs and LATAM regulatory shifts hurt margins.
Supriya Lifescience Q2 FY27 Results: Net Profit ₹29.2 Cr, Down 42.1% YoY
Supriya Lifescience Ltd reported revenue from operations of ₹206.3 Cr (+3.3% YoY) and net profit of ₹29.2 Cr (-42.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹29.2 Cr · -42.1% YoY
Supriya Lifescience Legal & Regulatory
Supriya Lifescience disclosed that its General Manager, Sales & Marketing, was granted bail in an NDPS Act case. The company says the order has no material impact.
Supriya Lifescience Board Meeting Date
Supriya Lifescience will hold a board meeting on 6 November 2026 to consider unaudited results for the quarter and half year ended 30 September 2026. The trading window stays closed until 48 hours after results are declared.
Supriya Lifescience Legal & Regulatory
Supriya Lifescience disclosed a pending case was admitted by the Supreme Court. An interim order precludes coercive action against directors while the matter is sub judice.
Supriya Lifescience Other Announcement
Supriya Lifescience disclosed a CRISIL ESG rating of 65 in the Strong category. No financial or operational event accompanies the disclosure.