Sudeep Pharma Limited has informed the Exchange about Transcript
SUDEEPPHRM · price
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Sudeep Pharma reported strong Q3 FY26 results with total income up 52% YoY to INR 179.2 crores, EBITDA up 60% to INR 66.8 crores (37.3% margin), and PAT up 66% to INR 47.7 crores. For 9M FY26, revenue grew 38% to INR 482.1 crores with EBITDA margin of 37.6% (down from 39.1% a year ago). Specialty ingredients now contribute 41-43% of revenue and are a key growth driver, supported by new wins with the world's largest food company (geographic expansion to Brazil and India) and a global tortilla manufacturer. The NSS acquisition contributed INR 17 crores in Q3. Management highlighted the Dahej battery materials facility (ground broken Jan 23, 2026), with Phase 1 (25,000 MT) commissioning targeted for early 2027 and total project capex of INR 550-600 crores for 100,000 MT capacity. 34 customers are engaged in the battery value chain, with about 70% having validated samples and off-take discussions underway.
Strong quarterly print and clear growth visibility across both specialty ingredients and the battery materials platform should support positive sentiment. However, the 9M EBITDA margin slipped to 37.6% from 39.1%, and management declined to give specific revenue or battery-segment margin guidance, which may temper near-term expectations despite the robust order pipeline.