SMS Pharmaceuticals Limited has informed the Exchange regarding a press release dated August 10, 2025, titled "Press Release on Financial Results".
SMSPHARMA · price
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Awaiting price reaction for this filing.
SMS Pharmaceuticals reported strong Q1FY26 results with revenue up 19% YoY at ₹196.05 crore, driven by higher volumes in key APIs. EBITDA grew 17% YoY to ₹39.37 crore with margins steady at 20%, while profit after tax rose 24% YoY to ₹20.50 crore, keeping PAT margin stable at 10%. The anti-diabetic segment surged 45% YoY (now 33% of revenue) and the ARV segment jumped 199% YoY, though the anti-erectile dysfunction segment fell 84%. The company commissioned its backward integration project in June 2025, which should improve margins going forward. Management reiterated guidance of 20% revenue growth and 20%+ EBITDA margin for FY26, backed by a ₹250 crore capex plan (to be funded via internal accruals and debt) and plans to double R&D spend over the next 18 months.
Positive for shareholders — broad-based growth across core therapeutic areas, margin stability, and successful execution of the backward integration project should support continued earnings momentum. The QoQ revenue decline of 21% is worth monitoring but appears seasonal, with management confident in a strong FY26.