Approved ANDAs
51
+29 YoY
ANDAs more than doubled from 22 in March 2025 to 51 in March 2026, reflecting strong execution.
SENORESPHARMACEUTICALS
Healthcare
14 May 2026
Senores Pharmaceuticals Ltd — Q4 FY26
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.
✓ Verified against BSE filing
2-Minute Summary
✦ AI-Generated from Full Transcript
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.
सेनोफार्मा फार्मास्युटिकल्स ने चौथी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल आय 190 करोड़ रुपये रही, जो पिछले साल से 66% ज्यादा है। मुनाफा (EBITDA) 62 करोड़ रुपये रहा, जो तीन गुना बढ़ा। पूरे साल की आय 663 करोड़ रुपये (62% बढ़ोतरी) और शुद्ध मुनाफा (PAT) 122 करोड़ रुपये (108% बढ़ोतरी) रहा। कंपनी ने 51 नई दवाओं की मंजूरी ली और अगले 6-8 तिमाहियों में 30 दवाएं लॉन्च करेगी। अगले साल आय में 30-40% और मुनाफे में 50-60% बढ़ोतरी का अनुमान है। अमेरिका में महंगाई और भू-राजनीतिक जोखिमों के कारण कंपनी ने सावधानी बरती है।
Key Numbers
Regulated Market Revenue Growth
83%
+83% YoY
Regulated market revenue grew 83% YoY in FY26, driven by product portfolio expansion.
India Branded Revenue
40 crores
+400% YoY
India branded generic revenue grew nearly five times in FY26, driven by field force expansion.
Emerging Market EBITDA Margin
18-19%
+500-600bps YoY
Emerging market EBITDA margin improved to 18-19% in Q4, driven by product mix shift.
Management Guidance
FY27 revenue growth of 30-40%
Management guided FY27 revenue growth of 30-40%, supported by robust order pipeline and product launches.
Management guidance revenueFY27 PAT growth of 50-60%
PAT growth guided at 50-60% for FY27, driven by operating leverage and margin stability.
Management guidance growthUpnar facility revenue of 80-100 crores in FY27
The acquired Upnar facility is expected to contribute 80-100 crores revenue in FY27, with commercial shipments already started.
Management guidance revenueBlended EBITDA margin of 29-31% for FY27
Management expects blended EBITDA margin to remain in the 29-31% range for FY27, with potential upside from Upnar ramp-up.
Management guidance marginsKey Risks
Geopolitical and macroeconomic uncertainties
Management cited external environment risks including shipping disruptions and US inflationary pressures, leading to conservative guidance.
medium · management_commentaryWorking capital days increase
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.
medium · analyst_questionUnbilled revenue buildup
Other financial assets (unbilled revenue) increased to 172 crores from 116 crores, reflecting profit share recognition before cash realization. Management expects plateauing.
low · analyst_questionExecution risk on ANDA commercialization
30 approved ANDAs are yet to be launched; delays in commercialization could impact revenue visibility.
medium · data_observationNotable 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.
Frequently Asked Questions
What was Senores Pharmaceuticals's revenue in Q4 FY26?
Senores Pharmaceuticals reported revenue of ₹175 Cr in Q4 FY26, representing a +62% change compared to the same quarter last year.
What guidance did Senores Pharmaceuticals management give for FY27?
FY27 revenue growth of 30-40%: Management guided FY27 revenue growth of 30-40%, supported by robust order pipeline and product launches. FY27 PAT growth of 50-60%: PAT growth guided at 50-60% for FY27, driven by operating leverage and margin stability. Upnar facility revenue of 80-100 crores in FY27: The acquired Upnar facility is expected to contribute 80-100 crores revenue in FY27, with commercial shipments already started. Blended EBITDA margin of 29-31% for FY27: Management expects blended EBITDA margin to remain in the 29-31% range for FY27, with potential upside from Upnar ramp-up.
What are the key risks for Senores Pharmaceuticals in FY27?
Key risks include Geopolitical and macroeconomic uncertainties — Management cited external environment risks including shipping disruptions and US inflationary pressures, leading to conservative guidance.; Working capital days increase — 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.; Unbilled revenue buildup — Other financial assets (unbilled revenue) increased to 172 crores from 116 crores, reflecting profit share recognition before cash realization. Management expects plateauing.; Execution risk on ANDA commercialization — 30 approved ANDAs are yet to be launched; delays in commercialization could impact revenue visibility..
Did Senores Pharmaceuticals meet its previous quarter's guidance?
Scorecard data is being built as historical quarters are processed.
Where can I read the full Senores Pharmaceuticals Q4 FY26 concall transcript?
The full earnings conference call transcript or source release is available on the linked source material. This page provides an AI-generated summary with filing verification status shown on the financial stats.