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SVP ramp-up delays due to regulatory approvals
View Risks →Amanta Healthcare Limited — Q3 FY26
Amanta Healthcare reported Q3 FY26 revenue of ₹75 crore (+9.8% YoY) and EBITDA of ₹15 crore (21% margin), with PAT of ₹5 crore (+8.1% YoY).
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Amanta Healthcare reported Q3 FY26 revenue of ₹75 crore (+9.8% YoY) and EBITDA of ₹15 crore (21% margin), with PAT of ₹5 crore (+8.1% YoY). Growth was driven by steady demand in its Sterport IV fluid containers (40% of revenue) and high-margin SVP exports (20% of revenue). Management guided for ₹400 crore revenue in FY27, driven by a doubling of Sterport capacity to ~12 crore bottles (₹120 crore incremental revenue) and a new SVP line (₹30 crore incremental). A 10.8 MW solar plant (commissioning Q1 FY27) is expected to save ₹9 crore annually. Risks include ramp-up delays in SVP exports due to regulatory approvals and potential working capital strain from inventory buildup during capacity commissioning.
अमांता हेल्थकेयर ने तीसरी तिमाही (Q3 FY26) में ₹75 करोड़ का कारोबार किया, जो पिछले साल से 9.8% ज़्यादा है। कंपनी ने ₹15 करोड़ का EBITDA (कमाई में से खर्च घटाने के बाद बचा मुनाफा) कमाया, जो 21% मार्जिन है। शुद्ध मुनाफा (PAT) ₹5 करोड़ रहा, जो 8.1% बढ़ा। कारोबार बढ़ने की वजह स्टरपोर्ट IV फ्लूइड कंटेनर (40% कमाई) और ऊंचे मार्जिन वाले SVP एक्सपोर्ट (20% कमाई) की मज़बूत मांग है। कंपनी का लक्ष्य FY27 में ₹400 करोड़ का कारोबार है। इसके लिए स्टरपोर्ट की क्षमता दोगुनी करके 12 करोड़ बोतल (₹120 करोड़ अतिरिक्त कमाई) और नई SVP लाइन (₹30 करोड़ अतिरिक्त) लगाई जाएगी। 10.8 मेगावॉट का सोलर प्लांट (Q1 FY27 में शुरू) हर साल ₹9 करोड़ बचाएगा। जोखिम: SVP एक्सपोर्ट में रेगुलेटरी मंज़ूरी में देरी और नई क्षमता लगाने के दौरान स्टॉक बढ़ने से पैसे की कमी हो सकती है।
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Sterport capacity (current)
6.6 crore bottles/annum
+82% to 12 crore
Capacity doubling to 12 crore bottles/annum via ₹90 crore capex, commissioning by April 2026.
SVP capacity (current)
21 crore units/annum
+48% to 31 crore
Expansion to 31 crore units/annum, commercial by Jan 2027, targeting inhalation solutions.
Sterport market share
30-35%
Largest in two-port system
Largest market share in two-port IV fluid containers, with price leadership.
Solar plant cost savings
₹9 crore/annum
Gross savings pre-interest
10.8 MW captive solar plant expected to save ₹9 crore annually, operational by May 2026.
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Guidance and risk preview
Management expects revenue to reach ~₹400 crore in FY27, driven by Sterport capacity doubling and SVP expansion, implying ~33% YoY growth.
SVP expansion targets inhalation solutions for export, but shape variation approvals can take 6-18 months, delaying revenue contribution.
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