SMS Pharmaceuticals Limited has informed the Exchange about Investor Presentation
SMSPHARMA · price
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Awaiting price reaction for this filing.
SMS Pharmaceuticals reported Q1FY26 revenue of ₹196.05 crore, up 19% year-on-year, driven by volume growth. EBITDA rose 17% to ₹39.37 crore with margins stable at 20%, while profit after tax grew 24% to ₹20.50 crore and EPS climbed 18% to ₹2.31. The company has begun commercial production of key intermediates, though management has flagged a likely gross margin dip in Q2. Management reiterated its FY26 guidance of 20% revenue growth and 20% EBITDA margins, with the ₹250 crore capex plan on track for new products, R&D, and CMO business. For FY25, revenue stood at ₹783 crore with 88% coming from regulated markets.
Positive quarter with strong growth across revenue, profits, and margins, but the flagged Q2 gross margin pressure from new intermediate production is a near-term watchpoint. The ₹250 crore capex push and FY26 growth targets signal confidence in sustained expansion, which is supportive for the stock over the medium term.