Result for Half Year ended September, 2025
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 7.7 pts more than Nifty Microcap 250 and 7.4 pts more than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
Shelter Pharma Limited reported strong H1 FY26 (Apr-Sep 2025) results. Revenue from operations rose to Rs 3,329.29 lakhs from Rs 2,405.67 lakhs in H1 FY25, a growth of about 38%. Profit after tax climbed to Rs 450.07 lakhs from Rs 353.64 lakhs, up roughly 27%, with basic EPS of Rs 3.89 versus Rs 3.06. Total expenses grew faster than revenue, indicating some margin pressure. The auditor (Mendajiwala & Co.) issued an unmodified limited review opinion. Reserves increased to Rs 3,561.47 lakhs and long-term borrowings rose sharply to Rs 1,350.84 lakhs, reflecting the recently converted preferential warrants (Rs 930.35 lakhs raised for working capital, fully utilised with no deviation).
Strong top-line and profit growth is positive for shareholders, though the negative operating cash flow and rising inventory and receivables suggest working capital is being stretched. Margin compression means profitability growth is lagging revenue growth, which investors should watch closely.