Senores Pharmaceuticals Limited has informed the exchange regarding transcript of Earnings Conference Call held on Thursday, July 24, 2025 for Q1FY26.
SENORES · price
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Awaiting price reaction for this filing.
Senores Pharmaceuticals reported strong Q1FY26 results, with consolidated revenue at INR 138 crores (up 72% YoY), EBITDA at INR 34 crores (up 60% YoY, 24.8% margin), and PAT at INR 21 crores (up 95% YoY). The company also turned positive on operating cash flow at INR 11 crores. Management reiterated FY26 guidance of ~50% revenue growth and ~100% PAT growth, targeting INR 600-650 crores in revenue, with EBITDA margins expected to stabilize at 25-26% on an annualised basis. USFDA approved 4 new products in the quarter (total ~70 ANDAs), and 15-16 product launches are planned for FY26, mostly in the second half. The CDMO/CMO order book stands at USD 23 million, with 50+ products in the pipeline. US manufacturing capacity is set to expand from 1.2 billion to 2 billion units by FY26 end. Emerging markets grew 32% YoY with realisation improving from INR 1.2-1.3 to INR 1.8 per unit, and EBITDA margin is guided to improve to double-digits this year and mid-teens next year. Long-term CAGR guidance of 20-30% was maintained.
Strong quarterly print with clear growth visibility across segments, capacity expansion, and improving emerging market margins should support the stock. Near-term catalysts include H2 product launches and CDMO/CMO order conversion, though execution risk on acquisitions and partner-dependent business models remains.