Senores Pharmaceuticals Limited has informed the Exchange about Investor Presentation
SENORES · price
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Awaiting price reaction for this filing.
Senores Pharmaceuticals reported a strong FY25 with total income of ₹410.4 Crs, up 89.2% YoY, and EBITDA of ₹101.8 Crs, more than doubling (+131.7% YoY). PBT jumped 183% YoY to ₹70.6 Crs, while EBITDA margin expanded sharply from 19.4% to 24.8%. Regulated Markets remain the largest segment (60% of revenue), growing 68.7% to ₹244.8 Crs at a healthy 38% EBITDA margin, while Emerging Markets revenue surged 174% to ₹121.2 Crs though margins stayed thin at 7%. The company acquired 14 ANDAs from Dr. Reddy's and 1 from Breckenridge during the quarter, launched a new CDMO/CMO product, and registered 48 new products in Emerging Markets, taking the total portfolio to 285 registered products. Capex for FY25 was ₹157.5 Crs with ₹251 Crs planned for next year, and ₹343.3 Crs of IPO proceeds remain unutilized, parked in fixed deposits.
Strong execution with sharp margin expansion and robust growth across both core segments is a positive for shareholders. However, the stock may react to thin Emerging Markets margins, US tariff uncertainty flagged by management, and large unutilized IPO funds awaiting deployment.