Manufactures active pharmaceutical ingredients (APIs), with a global position in anti-histamines and related therapies. The anaesthetic segment contributed 54% of Q4 FY26 revenues, and a Liquid Anesthetic product was commercialised during the year. The business is heavily export-oriented: 82% of revenue comes from exports across 120+ countries, with Europe at 40% of revenue, Asia at 33%, and Latin America at 20%. Backward integration covers 76% of revenue, supporting in-house supply of starting materials and intermediates. Five finished dosage manufacturing lines were commissioned at the Ambernath facility, marking entry into formulations alongside the core API operations at Lote, where capacity utilisation improved to 74% from 70%. The R&D pipeline includes 30 products in development, including a patented novel Semaglutide formulation, and the business is expanding into CDMO/CMO services. Materials account for 32% of revenue, the largest cost line, while capex ran at 18.4% of revenue in FY26. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. API manufacturing, Anaesthetics (54%), Finished dosages, CDMO/CMO services. Asset-heavy, export-oriented API manufacturer with high backward integration
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 530 | 461 | 570 | 696 | 828 |
| EBITDA (ex other income) | 214 | 129 | 173 | 261 | 294 |
| margin % | 40.4 | 28.0 | 30.3 | 37.4 | 35.5 |
| Owners' profit | 152 | 90 | 119 | 188 | 209 |
| EPS, as reported (₹) | 18.86 | 11.16 | 14.80 | 23.35 | 25.98 |
| ROE % · ROCE % | 24.7 · 33.3 | 12.8 · 17.5 | 14.6 · 19.9 | 18.9 · 24.3 | 17.5 · 22.4 |
| Debt / equity (x) | 0.03 | 0.02 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 49 | 66 | 113 | 165 | 186 |
| Capex | (60) | (108) | (146) | (162) | (152) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 166 | 186 | 184 | 145 | 200 | 206 | 277 | 190 |
| Profit before tax | 62 | 63 | 64 | 47 | 68 | 67 | 92 | 41 |
| Net profit | 46 | 47 | 50 | 35 | 50 | 50 | 74 | 24 |
| EPS (₹) | 5.71 | 5.82 | 6.29 | 4.32 | 6.27 | 6.17 | 9.22 | 2.99 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SUN PHARMACEUTICAL IND L | 4,41,471 | 36.5 | 5.26 | 23.7 | 13.7 | 17.5 | 11.8 | 32.3 |
| DIVI S LABORATORIES LTD | 2,47,033 | 84.6 | 14.74 | 63.7 | 15.3 | 18.8 | 8.7 | 42.8 |
| TORRENT PHARMACEUTICALS L | 1,68,062 | 79.3 | 9.56 | 41.5 | 12.2 | 8.0 | 11.8 | 33.1 |
| ZYDUS LIFESCIENCES LTD | 1,11,686 | 24.9 | 3.78 | 14.5 | 17.3 | 18.0 | 12.4 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · Supriya Lifescience to host virtual investor meeting on Sept 17 | board shareholder meetings | low | — | — |
| 2 Sept 2026 · Supriya Lifescience shares FY26 Annual Report weblink with shareholders | general | low | — | — |
| 2 Sept 2026 · Update on judicial proceedings against Sales and Marketing head | general | low | — | — |
| 2 Sept 2026 · Supriya Lifescience informs exchange about newspaper publication of AGM notice | compliance | minimal | — | — |
| 2 Sept 2026 · NSE seeks clarification on Q1 results under SEBI Regulation 33 | regulatory legal | high | — | — |
| 1 Sept 2026 · Supriya Lifescience files FY26 BRSR and 18th AGM notice | compliance | low | — | — |
| 1 Sept 2026 · 18th AGM on Sep 24, 2026 with Re.1 final dividend and director re-appointments | board shareholder meetings | low | — | — |
| 1 Sept 2026 · AGM Notice and Annual Report FY 2025-26 filed | board shareholder meetings | medium | — | — |
| 27 Aug 2026 · Newspaper notice of 18th AGM and Record Date for final dividend | compliance | minimal | — | — |
| 26 Aug 2026 · Supriya Lifescience fixes record date for Re. 1 final dividend | corporate actions | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| 25.2 |
| CIPLA LTD | 1,10,352 | 32.7 | 3.20 | 16.9 | 11.2 | 14.7 | 8.0 | 19.7 |
| LAURUS LABS LIMITED | 1,06,375 | 97.2 | 19.59 | 59.3 | 16.4 | 17.2 | 7.2 | 32.0 |
| DR. REDDY S LABORATORIES | 97,319 | 30.1 | 2.55 | 13.1 | 10.9 | 13.0 | 12.1 | 15.0 |
| AUROBINDO PHARMA LTD | 96,656 | 26.3 | 2.55 | 13.4 | 9.2 | 12.6 | 6.3 | 23.0 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 36.7 | 28.9 | 103 of 169 | 39% |
| P/B | 6.1 | 3.3 | 129 of 163 | 21% |
| ROCE | 22.2 | 10.8 | 24 of 183 | 87% |
| ROE | 17.5 | 10.4 | 33 of 171 | 81% |
| Debt / Equity | 0.0 | 0.1 | 6 of 171 | 77% |
| EBITDA margin | 26.4 | 17.5 | 46 of 165 | 73% |
| Revenue growth | 30.8 | 16.3 | 45 of 161 | 73% |
| Profit growth | (30.9) | 30.9 | 120 of 158 | 24% |
| Market cap | 7279 | 839 | 49 of 182 | 74% |
| 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.
