Shilpa Medicare Limited has informed the Exchange about Investor Presentation
SHILPAMED · price
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Shilpa Medicare delivered its highest-ever annual revenue of INR 1,549 crores in FY26, growing 18% YoY, with EBITDA of INR 445 crores up 30% YoY. Q4 FY26 was the best quarter ever with revenue of INR 439 crores (+30% YoY) and EBITDA of INR 121 crores (+40% YoY). EBITDA margins expanded by ~300 bps to 29% for FY26, with PAT growing 135% to INR 232 crores. The Formulation segment grew fastest at 30% YoY, driven by its novel first-in-class NAFLD drug NorUDCA and EU formulations. Gross margins improved to 70% due to favorable product mix and vertical integration. ROCE improved to 17.4% and Net Debt/EBITDA improved to 1.4x. Key upcoming launches include Rotigotine transdermal patch in EU (FY27), Aflibercept biosimilar in India (FY27), and Phase 3 trials for Recombinant Human Albumin starting 1HFY27.
Strong operational performance with margin expansion signals improving capital efficiency. The company is well-positioned to benefit from operating leverage as underutilized manufacturing capacity ramps up, supporting continued margin improvement in FY27.