Senores Pharmaceuticals Limited has informed the Exchange regarding Transcript of Earnings Conference Call held on Thursday, May 14, 2026 for Q4FY26
SENORES · price
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Senores Pharmaceuticals delivered exceptional FY26 results with revenue of INR663-664 crores (62% YoY growth) and PAT of INR122 crores (108% YoY growth), surpassing stated guidance. Q4 standalone revenue was INR190 crores with EBITDA margin of 32.7%, up 1,151 basis points YoY. The regulated market (US) segment grew 83% YoY in Q4 to INR118 crores, driven by expansion of the ANDA portfolio from 22 to 51 approved ANDAs in one year. Management guided FY27 revenue growth of 30-40% and PAT growth of 50-60%, with EBITDA margins expected at 29-31%. Key strategic developments include the Apnar Pharma acquisition (75% stake) with USFDA, UK MHRA, and Health Canada approvals, expected to contribute INR80-100 crores in FY27 and INR180-200 crores in 2-3 years. A new JV 'Amerisyn' was established to target US government procurement markets. The company targets US business revenue of INR2,500-3,000 crores over 3-4 years and plans to grow its India branded generics field force to 200 MRs.
Strong outperformance against guidance demonstrates execution capability. FY27 growth targets of 30-40% revenue and 50-60% PAT growth indicate sustained momentum, supported by a robust pipeline of 30 pending ANDA launches and new business segments like government procurement. Near-term margin pressure from Apnar integration is expected to normalize as revenue ramps up.