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Revenue
₹175 Cr
verified against source
Revenue YoY
62%
reported change
EBITDA
₹200 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Senores Pharmaceuticals delivered a stellar Q4 FY26, with consolidated revenue of 190 crores (up 66% YoY) and EBITDA of 62 crores (up 3x YoY), driven by 83% growth in regulated markets. For the full year, revenue hit 663 crores (up 62% YoY) and PAT reached 122 crores (up 108% YoY), surpassing guidance. The approved ANDA portfolio more than doubled to 51, with 30 launches expected over 6-8 quarters. Management guided FY27 revenue growth of 30-40% and PAT growth of 50-60%, supported by a robust pipeline and the Upnar acquisition (expected 80-100 crores revenue). Key risks include geopolitical uncertainties and inflationary pressures in the US, which management cited for conservative guidance.
Colored figures show movement against the previous available record.
Guidance to track
- Management guided FY27 revenue growth of 30-40%, supported by robust order pipeline and product launches.
- PAT growth guided at 50-60% for FY27, driven by operating leverage and margin stability.
- The acquired Upnar facility is expected to contribute 80-100 crores revenue in FY27, with commercial shipments already started.
- Management expects blended EBITDA margin to remain in the 29-31% range for FY27, with potential upside from Upnar ramp-up.
Risks flagged
- Management cited external environment risks including shipping disruptions and US inflationary pressures, leading to conservative guidance.
- Working capital days rose to 187 days in FY26 from 114 days in FY25, partly due to inventory buildup for new launches. Management expects normalization.
- Other financial assets (unbilled revenue) increased to 172 crores from 116 crores, reflecting profit share recognition before cash realization. Management expects plateauing.
- 30 approved ANDAs are yet to be launched; delays in commercialization could impact revenue visibility.
Key quotes
- Our focus on operational discipline and consistent execution along with sustained momentum in key growth areas and our diversified business verticles enabled us to maintain healthy business performance despite an uncertain operating environment.
- For FI27, our initial outlook indicates our revenue growth of approximate 30 to 40%. And our P growth of about 50 to 60%. This confidence is supported by robust order pipeline and a clear visibility on upcoming product launches over the coming quarters.
- Let us wait for one or two quarters. Let us see how things settle in the world in today's scenario to talk of a 35% group itself is a very courageous thing I would say.
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