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Sunpharma Margin Trend — Quarter by Quarter

Sunpharma's EBITDA margin moved from 28.0% in Q1 FY24 to 31.9% in Q3 FY26 across 11 quarters. Management commentary below explains the cost and pricing drivers mentioned on calls.

EBITDA Margin by Quarter

QuarterEBITDA Margin (%)YoY Change
Q3 FY2631.9%—
Q2 FY2631.3%+170 bps
Q1 FY2631.1%—
Q4 FY2529.0%+340 bps
Q3 FY2529.0%+120 bps
Q2 FY2529.6%+350 bps
Q1 FY2529.0%+60 bps
Q4 FY2425.0%-30 bps
Q3 FY2428.0%+140 bps
Q2 FY2426.0%-90 bps
Q1 FY2428.0%—

What management said about ebitda margin

G

Q1 FY26 · Incremental $100M cost for Leqselvi and UNLOXCYT in FY2026

Management expects to incur approximately $100 million in direct costs (excluding amortization) for the launches of Leqselvi and UNLOXCYT during FY2026.

G

Q1 FY25 · Effective tax rate to increase on full-year basis

Tax rate expected to rise due to expiry of certain exemptions; should be viewed on an annualized basis.

G

Q4 FY24 · Deuruxolitinib launch post-PDUFA date (July 2024)

Deuruxolitinib is on track for launch after the July 2024 PDUFA date, with pre-launch costs already being incurred.

G

Q1 FY24 · R&D spend guidance maintained at ~6-7% of sales for FY24

Management reiterated full-year R&D guidance, with potential updates if needed. Concert Pharma costs are included.