SMS Pharmaceuticals Limited has informed the Exchange about Transcript
SMSPHARMA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
SMS Pharmaceuticals delivered FY26 revenue of INR 887 crores (13% growth) with EBITDA margins expanding to 20%, up 23% in EBITDA to INR 171 crores. PAT grew 47% to INR 102 crores including INR 14 crores contribution from associate VKT Pharma. Management guided for 15% revenue growth in FY27 while targeting EBITDA margins of 22% (up from 20%), citing backward integration as a key margin driver. Capex expansion to 800 MT/month capacity (from 500 MT) is on track for FY27 completion. Management mentioned growth potential of 20-25% once geopolitical uncertainties stabilize, with meaningful contributions expected from new APIs and brownfield expansion in FY28 onwards.
The company's focus on backward integration and new high-margin API launches positions it for margin expansion, though near-term guidance remains conservative due to supply chain uncertainties from Middle East geopolitical situation.