Please find attached the updated Investor Presentation.
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Sudarshan Pharma Industries filed an updated investor presentation detailing its FY25 performance and 5-year business plan through FY30. FY25 consolidated revenue grew 9% YoY to Rs 505 Cr, while EBITDA surged 75% to Rs 39.9 Cr and PAT rose 39.3% to Rs 16 Cr, driven by H2FY25 EBITDA margin expansion to 8.4% (from 6.2% in H2FY24). The company projects revenue scaling to Rs 1,829 Cr by FY30 with EBITDA margins expanding to 19.7% and PAT reaching Rs 211.55 Cr, implying an EPS CAGR of 62%. Key growth drivers include PLI scheme-based Vitamin B1/B6 manufacturing, a potential USFDA unit acquisition, an Ardes Labs CDMO partnership, and export targets of Rs 100 Cr (FY26), Rs 200 Cr (FY27), and Rs 300 Cr (FY28). Subsidiary Ratna Lifesciences has been turned around to Rs 7.1 Cr PAT in FY25 from prior losses.
The presentation signals management's confidence in strong multi-year growth and margin expansion, but achieving the aggressive FY30 targets (revenue ~3.6x and PAT ~13x current levels) requires successful execution of large capex (~Rs 302 Cr planned in FY26) and acquisitions, including the proposed USFDA unit. Short-term shareholders may view the margin improvement and earnings growth positively, while the significant capex and equity dilution risk could weigh on near-term sentiment.