Transcript of Earning call for the year and quarter ended 31st March 2025
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Sanjivani Paranteral Limited reported Q4 FY25 revenue of INR 18.2 crores, up 41.3% year-on-year, with profit after tax rising 74.4% to INR 2.2 crores. For the full year FY25, revenue grew 28.8% to INR 70.1 crores and PAT grew 31.4% to INR 8.1 crores, while EBITDA margin edged up to 16.5% from 16.1% the previous year. The company highlighted that its Pune-based IV fluids joint venture (SPL Infusion, 60% stake) is set to begin commercial production shortly with order books already covering the next 90 days, targeting 60-65% capacity utilization in year one. Its Prague nutraceutical joint venture (Alevia Healthcare, 45% stake) has started commercial operations and is expected to scale up significantly in FY26. The company added 15 new products in FY25 (taking the total to 160), entered five new geographies, received a key Francophone African site approval with 48 products filed there, and plans 15-20 new launches in FY26.
Strong FY25 results and the commercial start of two new JVs could act as growth catalysts for FY26, potentially supporting the stock. However, management repeatedly declined to provide specific revenue, margin or profit guidance for FY26, which may leave investors with limited visibility on the pace of growth from the new verticals.