Shilpa Medicare Ltd (NSE:SHILPAMED)

Q2 2025 Shilpa Medicare Ltd Earnings Call Transcript

Nov 14, 2024 / 12:00 PM GMT

Release Date Price: ₹436.63 (+5.87%)

Transcript

Key Points

Positve

Shilpa Medicare Ltd (BOM:530549) reported an 11% year-on-year revenue growth for Q2 FY25, driven by strong performance in the formulations business.
The company achieved an EBITDA growth of 46% year-on-year, with margins improving to 26% from 20% in the previous year.
Shilpa Medicare Ltd (BOM:530549) has successfully reduced its long-term debt significantly, from 560 crores to 260 crores.
The company has made significant progress in its CDMO business, with multiple projects underway and new client additions.
Shilpa Medicare Ltd (BOM:530549) is focusing on innovation and complex product development, with several new product filings and approvals in both oncology and non-oncology segments.

Negative

The API business saw a decline in revenue by 13% year-on-year, attributed to issues with major customers receiving FDA warning letters.
There is a noted weakness in the European business, with expectations for improvement hinging on future approvals.
The company faces challenges in the oncology API segment due to decreased business from major customers.
Shilpa Medicare Ltd (BOM:530549) is experiencing a high effective tax rate, which they are working to reduce.
The company is still in the early stages of development for several projects, which may delay revenue realization from these initiatives.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SHME.NS - Shilpa Medicare Ltd
Q2 2025 Shilpa Medicare Ltd Earnings Call
Nov 14, 2024 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to Shilpa Medicare Q2 F I 25 earnings conference hall.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr Raju Jain from Ey Investor Relations. Thank you and over to you.

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Unidentified_2 [2]
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