Shilpa Medicare Announces Transcript of Q2 FY26 Conference Call
Shilpa Medicare releases Q2 FY26 concall transcript, highlighting record EBITDA of ₹110 cr, product launches, and capex plans.
The announcement provides insights into the company's financial performance and future plans, which could influence investor sentiment and market perception.
The announcement highlights strong financial performance, new product launches, and strategic investments, indicating positive developments for the company.
* Shilpa Medicare Limited announced the transcript of the Q2 FY26 conference call held on 17 November 2025. * The conference call discussed the company's financial performance and business segments, including API, Formulations, and Biologics. * Key highlights from the call included the highest quarterly EBITDA of ₹110 crore, a 21% year-on-year growth. * The company launched its first NCE program in India, NorUrsodeoxycholic acid, and is planning to take it to the global market. * Commercial supplies of Ursodeoxycholic Acid and NorUrsodeoxycholic Acid are expected to start from Q3 FY26. * The company is planning to complete PV campaign for Semaglutide in Q4 FY26 and is investing in a large dedicated peptide facility. * Filing for Rotigotine transdermal patch in the U.S. is planned for Q3 FY26, with European approval expected in Q4 FY26. * Filing for Ondansetron long-acting injection in India is planned for Q4 FY26, with launch in the next financial year. * Phase I/III human clinical trial for Nivolumab in India are likely to start in Q4 FY26. * The company reported revenue of ₹372 crore for the quarter, a 7% year-on-year growth, and ₹700 crore for the half year, an 8% growth. * The EBITDA margin was 30% for the quarter and the first half, reflecting a 4% and 3% improvement in margins year-on-year. * Net debt at the end of September was ₹569 crore with capex investments of ₹153 crore during the first half of the financial year. * According to Keshav Bhutada, the current quarter marks a very big breakthrough for the company, with the highest quarterly EBITDA recorded. * Alpesh Dalal mentioned that the company reported the highest ever quarterly revenues at ₹372 crores and the highest ever quarterly EBITDA at ₹110 crores.
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Shilpa Medicare Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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