SUPRIYANSESupriya Lifescience LimitedMediumNeutral
Announced Wed, 27 May · 19:09 IST

Supriya Lifescience Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

SUPRIYA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+29.4%1-day move
₹811.00
prior close
₹887.30
base price
After-mkt
timing
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+2.3+3.6+3.7+6.1+29.4+12.7+11.2+17.6+16.5+18.5+14.9+19.4
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AI summary

Supriya Lifescience reported strong Q4FY26 results with revenue of INR 2,765.3 Mn (50% YoY) and PAT of INR 742.3 Mn (47% YoY). Full year FY26 revenue stood at INR 8,278.7 Mn (19% YoY) with PAT of INR 2,091.2 Mn (11% YoY). However, margins declined - EBITDA margin fell 141 bps to 35.3% in Q4 and 192 bps for FY26 to 35.5%, while PAT margin contracted 52 bps to 26.8% in Q4 and 173 bps for FY26 to 25.3%. The company is heavily export-oriented (82% of revenue) with geographic diversification across Europe (40%), Asia (33%), and LATAM (20%). Backward integration covers 76% of revenue. New product launches include Cardio Vascular, ADHD, and Liquid Anesthetic. The company has made strategic land acquisitions for expansion and is entering finished dosage and CDMO/CMO spaces.

Likely market impact

Strong top-line growth driven by volume ramp-up and new product launches, but margin compression from rising raw material costs and operating expenses. Management is pivoting toward higher-margin finished dosage formulations and CDMO opportunities to restore margins.