Manufactures and sells specialty ingredients and pharmaceutical, food and nutrition excipients through two reporting segments. The Pharmaceutical, Food and Nutrition segment earned ₹362.6 crore in FY26, supplying ingredients used in pharma, food, and nutrition formulations. The Speciality Ingredients segment earned ₹279.6 crore, having grown 62% year-on-year, and includes the newly launched AbsorBis bisglycinate brand targeting roughly a $1 billion global market at about 4x the realisation of the core portfolio. Materials are the largest cost line at 42% of revenue, with management citing phosphoric and sulphuric acid inflation as a key FY26 headwind, followed by other opex at 22% and employee costs at 8.1%. The company is also building a battery-grade iron phosphate business for LFP batteries, with a Phase 1 plant of 25,000 MT per year at Dahej targeted for April 2027 commissioning, a 42-customer qualification pipeline, 6 customers in commercial validation, and an initial 700 MT purchase order. The company listed on the exchanges on 28 November 2025 and acquired 85% of Ireland-based Nutrition Supplies Services to strengthen its European presence. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Pharmaceutical, Food and Nutrition (56%), Speciality Ingredients (43%), Inter Segment Revenue (1%). Specialty chemicals with two operating segments (PFN and Speciality Ingredients), plus a new battery materials vertical; capital-intensive at 18.4% capex/revenue
| ₹ crore · consolidated | FY26 |
|---|---|
| Revenue | 642 |
| EBITDA (ex other income) | 222 |
| margin % | 34.6 |
| Owners' profit | 173 |
| EPS, as reported (₹) | 15.50 |
| ROE % · ROCE % | 19.4 · 24.2 |
| Debt / equity (x) | 0.17 |
| Cash from operations | 70 |
| Capex | (118) |
| ₹ crore | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|
| Revenue | 163 | 172 | 182 | 158 |
| Profit before tax | 60 | 62 | 63 | 54 |
| Net profit | 47 | 48 | 49 | 41 |
| EPS (₹) | 4.20 | 4.29 | 4.38 | 3.59 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Pharmaceutical, Food and Nutrition | 90 | 17.2 |
| Speciality Ingredients | 238 | 45.3 |
| Inter Segment Revenue | 5 | 1.0 |
| Pharmacutical, food and Nutrition | 99 | 18.9 |
| Pharmacutical, Food and Nutrition | 90 | 17.3 |
| Inter-segment revenues | 2 | 0.4 |
| Total, before eliminations | 525 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| PIDILITE INDUSTRIES LTD | 1,59,479 | 60.2 | 14.43 | 42.3 | 22.4 | 28.0 | 14.9 | 28.6 |
| SRF LTD | 73,583 | 34.0 | 5.24 | 22.7 | 13.1 | 13.1 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Aug 2026 · Sudeep Pharma Q1 FY27 Concall Transcript: Revenue Up 27%, EBITDA Margin 34.7% | investor communications | medium | — | — |
| 6 Aug 2026 · Correction to AGM Attendee Count | board shareholder meetings | minimal | — | — |
| 5 Aug 2026 · Audio recording of Q1 FY27 earnings call uploaded on company website | investor communications | low | — | — |
| 5 Aug 2026 · AGM 2026 All 11 resolutions passed including dividend and ESOP ratification | board shareholder meetings | low | — | — |
| 5 Aug 2026 · Newspaper publication of Q1 FY27 unaudited financial results | compliance | minimal | — | — |
| 4 Aug 2026 · Sudeep Pharma Q1FY27 Investor Presentation - Revenue Up 27% YoY | investor communications | medium | — | — |
| 4 Aug 2026 · Sudeep Pharma Q1FY27: Revenue up 27% YoY at Rs 158.3 Cr | investor communications | medium | — | — |
| 4 Aug 2026 · Sudeep Pharma Q1 FY27 PAT up about 30 percent on consolidated basis | results | medium | — | — |
| 4 Aug 2026 · Sudeep Pharma Q1 FY27: Revenue up 27%, PAT jumps 30% on consol basis | results | high | — | — |
| 4 Aug 2026 · 37th AGM proceedings: dividend, ESOP ratification, new director appointment | board shareholder meetings | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| 13.4 |
| 25.2 |
| GUJARAT FLUOROCHEM LTD | 52,514 | 85.7 | 6.64 | 41.5 | 7.3 | 8.7 | 13.5 | 27.7 |
| NAVIN FLUORINE INT. LTD | 43,836 | 55.4 | 11.03 | 39.5 | 16.7 | 16.4 | 23.0 | 37.5 |
| AETHER INDUSTRIES LIMITED | 22,229 | 94.3 | 9.05 | 60.4 | 8.9 | 11.4 | — | 33.8 |
| DEEPAK NITRITE LTD | 21,769 | 27.8 | 3.71 | 22.4 | 9.4 | 10.2 | 12.6 | 21.5 |
| ATUL LTD | 18,401 | 23.1 | 2.92 | 14.9 | 10.9 | 13.3 | 10.9 | 23.1 |
| AARTI INDUSTRIES LTD | 17,846 | 33.6 | 3.00 | 18.8 | 7.0 | 4.4 | 13.0 | 16.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 73.6 | 23.4 | 89 of 103 | 14% |
| P/B | 15.2 | 2.9 | 96 of 99 | 3% |
| ROCE | 23.4 | 10.3 | 13 of 108 | 89% |
| ROE | 19.4 | 8.1 | 13 of 101 | 88% |
| Debt / Equity | 0.2 | 0.2 | 50 of 101 | 51% |
| EBITDA margin | 38.1 | 15.5 | 3 of 99 | 98% |
| Market cap | 13689 | 732 | 13 of 107 | 89% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
