Q3 2025 Shilpa Medicare Ltd Earnings Call Transcript
Key Points
- Shilpa Medicare Ltd (BOM:530549) reported a revenue growth of 11% year-on-year for Q3 FY25, driven by improved performance in formulations and biologics.
- The company has successfully completed capacity expansion for Tranexamic acid, which is expected to boost revenue in the next financial year.
- Shilpa Medicare Ltd has a strong pipeline with four new oncology projects planned for launch in the next financial year, indicating potential for future growth.
- The company has reduced its interest burden by 55% year-on-year due to repayment of loans, improving its financial health.
- Shilpa Medicare Ltd has a diverse portfolio across API, formulations, biologics, and CDMO, providing multiple revenue streams and growth opportunities.
- The API business experienced a 10% decline in revenue year-on-year, attributed to lumpiness in purchase patterns from key customers.
- There is ongoing pricing pressure in the API segment, which could impact future profitability.
- The company faces challenges in scaling up new product launches, as seen with the time taken for pemetrexed to gain traction.
- Shilpa Medicare Ltd's biosimilar revenue decreased from INR31 crores to INR18 crores quarter-on-quarter, indicating potential volatility in this segment.
- The company does not provide specific revenue or EBITDA guidance, which may create uncertainty for investors regarding future financial performance.
Ladies and gentlemen, good day and welcome to the Shilpa Medicare Limited Q3, FY25 earnings conference call.
(Operator Instructions)
I now have the conference over to Ms. Runjhun Jain from EY.
Thank you and over to you.
/
Thank you [..].
Good morning and a warm welcome to everyone. So, take you through the results and answer your questions today. We have the management team from the company represented by Mr. Keshav Bhutada, Executive Director of Shilpa Pharma Life Sciences Limited. Mr. Alpesh Dalal, Chief Financial Officer, and Mr. Monish Shah, Head - Strategy and Investor Relations.
Please note that the financial results and the presentations have been uploaded on the company's website and on the exchanges.
Note that this conference call is being recorded and the transcript along with audio of the same will be made available on the website of the company as well as exchanges.
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