Senores Pharmaceuticals Limited has informed the Exchange about Investor Presentation
SENORES · price
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Senores Pharmaceuticals reported strong FY26 results with Total Income of Rs. 664 Crs, up 62% YoY (Q4 up 58% to Rs. 189.7 Crs). EBITDA grew 96% to Rs. 199.6 Crs with margin expanding 527 bps to 30.1%, driven by improved gross margins of 62.1%. PAT more than doubled to Rs. 121.5 Crs, with margin at 18.3%. The company scaled its owned ANDA portfolio 2x in 12 months — 51 approved ANDAs with 151 strengths, with 30 ANDAs yet to launch targeting a USD 630 Mn+ gross market opportunity. Key strategic moves include the acquisition of 51% in Zoraya Pharmaceuticals (US), completing 75% stake in Apnar Pharma, and entering a 70% JV (Amerisyn) for US federal and defense sector. Cash flow from operations for FY26 was Rs. 75 Crs, a sharp turnaround from negative Rs. 36.8 Crs in FY25.
The company is demonstrating strong execution across all three business segments with margin expansion and cash flow generation reversing prior-year trends. Multiple growth engines — regulated market ANDAs, CDMO pipeline, branded generics, and new acquisitions — provide multi-year visibility, though the rapid scaling of acquisitions (Zoraya, Apnar, Amerisyn) in a short span warrants monitoring of integration and debt levels.