Shilpa Medicare Ltd (NSE:SHILPAMED)

Q1 2026 Shilpa Medicare Ltd Earnings Call Transcript

Aug 13, 2025 / 11:30 AM GMT

Release Date Price: ₹453.1 (+4.14%)

Transcript

Key Points

Positve

Shilpa Medicare Ltd (BOM:530549) reported its highest ever EBITDA in its history, showcasing strong financial performance.
The company achieved a 9% year-on-year revenue growth, driven by the API and biologics verticals.
Gross margins improved significantly to 76%, an increase of 700 basis points from the previous year, due to a better product mix.
The company has a strong order book for its oncology segment, with new product validations and filings expected to drive future growth.
Shilpa Medicare Ltd announced a bonus issue of one-for-one, benefiting shareholders and improving stock liquidity.

Negative

There is a delay in the commercialization of the Unisa contract due to issues with a CMO partner, pushing expected revenues to the next financial year.
The company's finance costs increased to 19 crore from 14 crore in the previous quarter, partly due to currency exchange impacts.
The company faces challenges in the timely approval and commercialization of new products, such as albumin and biosimilars, which may take several years.
There is uncertainty regarding the FDA's inspection timeline for the company's formulation plant, which could impact future approvals.
The company has not provided specific revenue growth guidance for the next two years, leaving investors without clear expectations.

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

SHME.NS - Shilpa Medicare Ltd
Q1 2026 Shilpa Medicare Ltd Earnings Call
Aug 13, 2025 / 11:30AM 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 Limited Q1 FI 26 earnings conference call. As a reminder, all participants line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation.

Should you need assistance during this conference call, please sign on an operator by pressing, then 0 on your touchstone phone. Please note that this conference has been recorded. I now hand over the conference to Mr. Moisha from Shilpa Medicare.

Limited head of investor relation and strategy.

Thank you and.

Over to you sir.

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Unidentified_2 [2]
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