Senores Pharmaceuticals Limited has informed the Exchange regarding the Transcript of Earnings Conference Call held on Friday, May 16, 2025 for Q4FY25
SENORES · price
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Senores Pharmaceuticals reported FY25 consolidated revenue of ~INR410 crores, up 91% YoY, with regulated market income at ~INR245 crores (69% growth) and emerging market income at ~INR121 crores (1,704% growth). Consolidated EBITDA grew 145% to ~INR102 crores, with margin improving 540 bps to 25%, and PAT after minority interest rose 86% to ~INR59 crores. Management guided for at least 50% revenue growth and 100% PAT growth in FY26, while maintaining the 24-26% sustainable EBITDA margin range. The company acquired 14 ANDAs from Dr. Reddy's and 1 from Breckenridge, expanding its portfolio to ~61 ANDAs, with plans to launch 31 products in FY26. The CDMO-CMO segment has 22 commercial products and 69 in pipeline, supported by U.S. DEA certifications for controlled substances. FY26 capex is planned at ~INR250 crores, including a new API facility (100-120 MT) targeting U.S. FDA inspection by Q2 CY26, and a greenfield India site for semi-regulated markets.
Strong FY25 results with broad-based growth and significant margin expansion reinforce the growth trajectory. Management's aggressive FY26 guidance (50% revenue, 100% PAT) and clear pipeline visibility from 69 CDMO products and acquired ANDAs could support positive sentiment, though execution of large capex (~INR250 cr) and ramp-up of 31 planned launches will be key watchpoints.