SOLARABSESolara Active Pharma Sciences LtdMediumPositive
Announced Fri, 15 May · 13:25 IST

Solara Active Pharma Sciences Limited has informed the Exchange regarding the Press release dated May 15, 2026, titled Strong Q4''26 Results and a solid finish to the fiscal year

Mgmt Guided Margin PressureCfo Debt Reduction RoadmapInvestor Communications View source PDF

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AI summary

Solara reported its best Q4'26 performance in eight quarters with overall revenue of INR 3,919mn (40% YoY) and EBITDA of INR 617mn. The Base business (excluding Ibuprofen) drove growth at 36% YoY with strong 26% EBITDA margins and 54% gross margins, positioning the company among India's leading API makers. However, the commodity Ibuprofen business remains a drag with negative 21% EBITDA margin. Management has appointed bankers to evaluate strategic options for the Ibuprofen business, while the planned polymer/CRAMS carve-out has been put on hold. The company is aggressively reducing debt with net debt expected to fall to ~INR 5,030mn (2.6x Net Debt/EBITDA) by May 2026, down from INR 6,141mn currently. Regulated markets contribute 75% of revenues.

Likely market impact

Strong Q4 performance and debt reduction progress are positives, but the persistent loss-making Ibuprofen business and appointment of bankers for strategic review signal potential restructuring ahead. The stock could see support from Base business momentum and deleveraging efforts.