SMS Pharmaceuticals Limited has informed the Exchange about General Updates

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

SMSPHARMA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-1.5%1-day move

₹381.50

prior close

₹385.00

base price

After-mkt

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AI summary

SMS Pharmaceuticals reported FY26 revenue of ₹887 crore (up 13% YoY) with PAT of ₹102 crore (up 47% YoY), including share of profit from associate VKT Pharma. EBITDA margin improved by 155 bps YoY to 19%, driven by backward integration and better product mix. Q4FY26 revenue was ₹238 crore (down 4% YoY) but PAT up 61% YoY to ₹33 crore. Gross margin expanded to 40-47% range. The company has a ₹280 crore Capex programme on track for completion by FY27. Board recommended a final dividend of ₹0.40 per share. The company is targeting 1.75 asset turnover levels over next 2-3 years, planning 20 DMF filings over next 24 months, and doubling R&D investment in 15 months.

Likely market impact

Strong full-year performance with significant margin improvement signals operational efficiency gains from backward integration. The 47% PAT growth despite modest Q4 revenue decline shows pricing power and cost management. The ongoing Capex and R&D expansion indicate investment in future growth.