Shilpa Medicare Limited has informed the Exchange about Investor Presentation
SHILPAMED · price
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Shilpa Medicare reported its highest-ever quarterly EBITDA of INR 98 crores in Q1 FY26, up 18% year-on-year, with revenue growing 9% YoY to INR 328 crores. EBITDA margin expanded 300 basis points to 30%, while PAT surged 236% YoY to INR 47 crores on the back of better product mix and improved gross margins (76% vs 69%). The API segment, which contributes ~59% of revenue, grew ~25% YoY including captive sales, driven by new launches, CDMO expansion, and capacity additions. Key milestones include the US launch of Bortezomib RTU (second NDA), first-in-class NorUDCA approval for NAFLD treatment, US FDA EIR for Unit VI, and Aflibercept advancing to Phase III trials. Net Debt-to-EBITDA improved sharply to 1.6x from 6.7x in FY23.
Strong quarterly performance with margin expansion and sharp PAT growth signals improving operational leverage and a healthier balance sheet. The robust pipeline (multiple NDAs, biosimilars, CDMO contracts) and guided profitability improvement for FY26 are positive for shareholders, though near-term stock reaction will depend on execution of these pipeline assets.