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View Risks →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.
bullish
high
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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।
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Approved ANDAs
51
+29 YoY
ANDAs more than doubled from 22 in March 2025 to 51 in March 2026, reflecting strong execution.
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.
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Guidance and risk preview
Management guided FY27 revenue growth of 30-40%, supported by robust order pipeline and product launches.
Management cited external environment risks including shipping disruptions and US inflationary pressures, leading to conservative guidance.
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