Q4 2026 Shilpa Medicare Ltd Earnings Call Transcript
Key Points
- Shilpa Medicare Ltd (BOM:530549) reported its highest-ever quarterly revenues of INR 439 crores, marking a 30% year-on-year growth.
- The company achieved a gross margin of 68% for the quarter and 70% for the full year, indicating strong profitability.
- EBITDA for the quarter grew by 40% year-on-year to INR 121 crores, with a margin improvement of 2% year-on-year.
- The API business showed steady growth, with significant contributions from new oncology products and a robust pipeline.
- The biologics segment experienced a 100% year-on-year growth, driven by strong CDMO business momentum and new biosimilar additions.
- US formulation revenue growth has been flat, despite market share gains by US partners.
- The company faces challenges in the US market due to discontinued sales of certain generic products like azacitidine.
- There is uncertainty regarding the timeline for the launch of key products like NorUDCA in global markets.
- The company has not provided specific guidance on future revenue growth, creating uncertainty for investors.
- There are concerns about the impact of increased raw material prices on the company's cost structure.
Ladies and gentlemen, good day, and welcome to the Q4 FY26 results conference call of Shilpa Medicare Limited. (Operator Instructions) I now hand the conference over to Mr. Monish Shah from Shilpa Medicare. Thank you, and over to you, sir.
Thank you, Ria, and welcome to our fourth quarter and full year FY26 results conference call. Today, we have with us Mr. Keshav Bhutada, Executive Director and CEO of Shilpa Pharma Life Sciences; and Mr. Alpesh Dalal, our CFO. The financial results and the presentation are uploaded on the stock exchanges, and the transcript along with the audio will be available on our website and the stock exchanges as well.
Please note that today's discussion might include certain forward-looking statements based on the current expectations and assumptions. These statements are subject to risks and uncertainties that could cause actual results to differ materially. The company undertakes no obligation to publicly update or revise any forward-looking
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