Shilpa Medicare Limited has informed the Exchange about Transcript
SHILPAMED · price
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Shilpa Medicare reported its highest ever quarterly revenue of INR439 crores in Q4 FY26, up 30% year-on-year, with full year revenue of INR1,549 crores (18% growth). EBITDA reached INR121 crores in Q4 with 28% margin (improved ~2% YoY), and INR445 crores for full year with 29% margin (improved ~3% YoY). Adjusted PAT was INR87 crores in Q4 and INR232 crores for FY26 (135% YoY growth). The company is building a diversified platform across APIs, specialty formulations, biologics, and ADCs with integrated CDMO capabilities. Key pipeline developments include 3 U.S. NCE programs, multiple biosimilars (Aflibercept targeting FY27 launch), and recombinant human albumin entering Phase III globally. The company raised ROCE significantly from 4% in FY23 to 17.4% in FY26, excluding high-growth biologics investments.
Strong operational performance with margin improvement driven by operating leverage from key verticals. The diversified pipeline across APIs, formulations, biologics, and CDMO provides multiple growth levers for FY27 and beyond. Pending USFDA reaudit at Jadcherla facility remains a watchpoint but management indicated no revenue impact as products are filed from CMO sites.