Sudeep Pharma Limited has informed the Exchange about Investor Presentation
SUDEEPPHRM · price
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Sudeep Pharma reported FY26 revenue of Rs. 642.3 crore, up 28% YoY, with PAT of Rs. 174.3 crore, up 26% YoY. Q4FY26 revenue stood at Rs. 182.3 crore (+16% YoY). However, EBITDA margin compressed from 37.8% in FY25 to 34.6% in FY26, and PAT margin dipped from 27.6% to 27.1%, primarily due to sharp increases in key raw material prices (phosphoric acid and sulphuric acid). The company completed its IPO listing, acquired 85% of Nutrition Supplies Services (NSS) in Ireland, and broke ground on a 25,000 MT battery-grade iron phosphate plant at Dahej (targeting early CY27 commissioning). It has secured 700 MT of purchase orders in battery materials from Korean and Indian customers. Management indicated it has implemented price revisions with customers to offset cost pressures.
Margin compression is a near-term concern, though the company is taking steps to pass on costs and the NSS acquisition should boost regulated market revenues. The diversification into battery materials and capacity expansion provide long-term growth optionality.