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View Promises →Sanjivani Paranteral Ltd — Q4 FY26
Sanjivani Paranteral reported Q4 FY26 consolidated revenue of ₹13.21 crore with EBITDA margin of 15.74% and PAT of ₹0.55 crore.
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Sanjivani Paranteral reported Q4 FY26 consolidated revenue of ₹13.21 crore with EBITDA margin of 15.74% and PAT of ₹0.55 crore. The base business standalone revenue was ₹10.51 crore. Revenue was impacted by geopolitical disruptions in March 2026 due to US-Iran conflict, which halted exports to the Middle East. Management expects normalization in Q1 FY27. The Pune IV fluids facility contributed ₹2.7 crore in Q4, up from ₹1.2 crore in Q3, and management guided for FY27 revenue of ₹60-65 crore from this plant. The base business is expected to deliver ₹80-85 crore in FY27. Key risks include sustained input cost inflation from crude oil and currency volatility, and potential delays in product approvals for the IV facility.
संजीवनी पैरेंटरल ने चौथी तिमाही में 13.21 करोड़ रुपये की कमाई की। कंपनी का मुनाफा 0.55 करोड़ रुपये रहा। मार्च 2026 में अमेरिका-ईरान विवाद के कारण मिडिल ईस्ट को निर्यात रुक गया, जिससे कमाई पर असर पड़ा। अगली तिमाही से स्थिति सामान्य होने की उम्मीद है। पुणे की IV तरल दवा फैक्ट्री ने तीसरी तिमाही के 1.2 करोड़ से बढ़कर चौथी तिमाही में 2.7 करोड़ रुपये का योगदान दिया। अगले वित्त वर्ष में इस फैक्ट्री से 60-65 करोड़ और मुख्य कारोबार से 80-85 करोड़ रुपये की कमाई का अनुमान है। जोखिमों में कच्चे तेल की बढ़ती कीमतें, मुद्रा में उतार-चढ़ाव और फैक्ट्री के उत्पादों को मंजूरी मिलने में देरी शामिल है।
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Geopolitical Disruption in Middle East
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Read Transcript →Quarter Snapshot
IV Facility Revenue (Q4 FY26)
₹2.7 crore
+125% QoQ
Revenue from Pune IV fluids plant increased from ₹1.2 crore in Q3 to ₹2.7 crore in Q4.
Export Contribution
85.26%
N/A
Exports constituted 85.26% of standalone revenue in Q4 FY26.
IV Facility Capacity Utilization (FY27 Exit)
70%
N/A
Management expects Pune plant utilization to reach 70% by Q4 FY27.
Product Approvals (IV Facility)
5 approved, 18 in pipeline
N/A
Currently 5 products approved for Pune IV plant; 18 more in pipeline awaiting approval.
What Changed vs Last Quarter
NEW
IV Facility EBITDA Margin Target
Management expects IV facility to achieve EBITDA margins of 17-18% on an annualized basis in FY27.
UPDATED
FY27 Base Business Revenue Target
Management guided for base business revenue of ₹80-85 crore in FY27.
UPDATED
FY27 IV Facility Revenue Target
Management guided for Pune IV fluids plant revenue of ₹60-65 crore in FY27.
UPDATED
Base Business EBITDA Margin Guidance
Management guided base business EBITDA margins in the range of 15.5-16.5% for FY27.
DROPPED
SPL Infusion capacity utilization to reach 40-50% by FY27
Current utilization is 23-27%; management targets 40-50% by FY27 as product approvals ramp up.
NEW RISK
Geopolitical Disruption in Middle East
US-Iran conflict disrupted shipping routes and export logistics in March 2026, impacting Q4 revenue. Management has found alternative routes but risks remain.
NEW RISK
Input Cost Inflation
Raw material and packing input costs increased in March 2026 due to crude oil price volatility and supply chain disruptions. Management expects some margin pressure.
NEW RISK
IV Facility Product Approval Delays
Product approvals for the Pune IV plant have been slower than expected due to government process delays. Only 5 products approved out of 23 planned.
NEW RISK
Receivable Days Volatility
Receivables have increased significantly compared to FY24 levels. Management attributes this to sales growth and customer payment terms, but it remains a risk.
RISK GONE
Execution risk in product approvals for Pune facility
Ramp-up of SPL Infusion depends on obtaining approvals for 23-24 products; delays could impact revenue targets.
RISK GONE
Margin volatility from product mix shifts
Management acknowledged that quarterly margins can fluctuate due to product mix, which may affect predictability.
RISK GONE
Geopolitical and logistics disruptions
Past logistics issues due to geopolitical tensions have been resolved, but any recurrence could impact export shipments.
RISK GONE
Low promoter shareholding
An analyst raised concern about promoter shareholding being low; management indicated gradual increases but no specific target.
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Guidance and risk preview
Management guided for base business revenue of ₹80-85 crore in FY27.
US-Iran conflict disrupted shipping routes and export logistics in March 2026, impacting Q4 revenue.
View Risks →