Sun Pharmaceutical Industries Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.
SUNPHARMA · price
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Sun Pharma's Board approved unaudited standalone and consolidated financial results for Q1FY26 (quarter ended June 30, 2025). Consolidated revenue from operations rose about 9.5% YoY to Rs. 138,514 million, with gross sales of Rs. 137,861 million (+10.1% YoY). India formulations led growth at +13.9%, while US formulations grew a modest 1.4% to US$ 473 million and Innovative Medicines (formerly Specialty) jumped 16.9% to US$ 311 million. EBITDA grew 19.2% to Rs. 43,017 million with margin expanding to 31.1%. Profit before exceptional items and tax rose 16.6% to Rs. 39,908 million, and adjusted net profit (ex-exceptional) was Rs. 29,961 million, up 5.7%. Reported net profit fell to Rs. 22,786 million from Rs. 28,356 million a year ago, dragged by exceptional charges of Rs. 8,180 million, including a Rs. 2,876 million write-off on discontinuation of SCD-044 development and a Rs. 5,304 million charge related to a US$ 200 million settlement by Taro/SPIINC with US End Payer Plaintiffs. The company also announced board committee changes following Sudhir Valia's retirement and noted the launch of LEQSELVI in the US for alopecia areata.
Strong underlying operating performance with double-digit growth in India and Innovative Medicines, plus EBITDA margin expansion, is positive. However, reported profits declined YoY due to large one-time exceptional charges (drug pipeline write-off and US litigation settlement), which may weigh on short-term sentiment even as adjusted earnings grew. Shareholders should watch US business recovery, Innovative Medicines traction, and resolution of remaining US legal exposures.