SENORESNSESenores Pharmaceuticals LimitedMediumNeutral
Announced Tue, 19 May · 17:09 IST

Senores Pharmaceuticals Limited has informed the Exchange regarding Transcript of Earnings Conference Call held on Thursday, May 14, 2026 for Q4FY26

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SENORES · price

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AI summary

Senores Pharmaceuticals reported strong FY26 results with revenue of INR663-664 crores (62% YoY growth) and PAT of INR122 crores (108% YoY growth), surpassing its guidance of 50% revenue growth and 100% PAT growth. The company has 51 approved ANDAs with 20 commercially launched; the remaining 30 approved ANDAs will be rolled out over the next 6-8 quarters. Regulated markets (US) contributed INR427 crores (75% YoY growth), emerging markets generated INR145 crores (20% growth with 18-19% EBITDA margins in Q4), and India branded generics reached INR40 crores (5x growth). Management guided FY27 revenue growth of 30-40% and PAT growth of 50-60%, with blended EBITDA margin expected at 29-31%. The company acquired 75% stake in Apnar Pharma and established a new JV Amerisyn for US government procurement markets.

Likely market impact

The company has demonstrated consistent outperformance since its IPO eight quarters ago, with FY27 guidance reflecting management's confidence in sustaining growth momentum through its robust ANDA pipeline and expanded manufacturing capacity. Shareholders can expect continued margin expansion and strong cash generation as pending ANDA launches come online.