Sudeep Pharma earnings calls.

Sudeep Pharma delivered an exceptional Q3 FY26 with revenue surging 52% YoY to ₹179.2 croreCurrent reported value: 52% YoY to ₹179.2 crore. No comparable prior figure is available in the source record., driven by robust performance across both business verticals and export markets. EBITDA grew 60% YoY to ₹66.8 croreCurrent reported value: 60% YoY to ₹66.8 crore. No comparable prior figure is available in the source record. with 37.3% margin, while PAT expanded 66% YoY to ₹47.7 croreCurrent reported value: 66% YoY to ₹47.7 crore. No comparable prior figure is available in the source record.. The specialty ingredients segment now contributes 41%Current 41%. Reported change: +33pp YoY from FY23. of quarterly revenue, up from under 10% in FY23, reflecting successful diversification into encapsulated and premix products with major global customers. New customer wins include a tier-1 t-tier manufacturer and the world's largest baked goods company. The battery materials platform is gaining traction with 34Current 34. Reported change: Active pipeline. active customers (70% validated), and the Deage facility remains on track for early 2027 commissioning. The Nandiseri greenfield (51,200 MT capacity) will commission in March 2026. Management targets sustained growth and stable margins for FY27, with battery materials contributing meaningfully from FY28. Key risks include margin compression from NSS integration costs and timing of utilization ramp at new facilities.