Shilpa Medicare Q1 FY26 Earnings: Highest Ever Quarterly EBITDA
The announcement includes significant financial achievements (record EBITDA), strategic product launches (Nor-Ursodeoxycholic acid), regulatory approvals (US FDA EIR), and expansion plans (capex for fermentation plant), which are likely to have a substantial positive impact on the company's performance and market position.
The company reported record EBITDA and revenue growth, along with positive developments in its API, formulation, and biologics divisions, indicating a strong financial performance and future growth potential.
* Shilpa Medicare reported its highest ever quarterly EBITDA. * API business achieved its highest ever Q1 performance, driven by oncology segment and NCE programs. * Two new oncology products validated, DMF and CEP filings expected in the next 6 months. * Capacity expansion completed for Tranexamic acid and Ursodeoxycholic acid. * Expecting commercial supplies of Nor-Ursodeoxycholic acid to start from Q2 FY26. * Formulation business achieved a milestone with the approval of Nor-Ursodeoxycholic acid, the first NCE developed by Shilpa, with launch expected in October. * Three NDA products approved in the U.S. market. * Received EIR from U.S. FDA for transdermal patch manufacturing facility. * Biologics division has two NBE programs expecting to enter human studies next year and five active CDMO projects. * Revenues for the quarter were ₹328 crore, a 9% YoY growth, driven by API and Biologics. * Gross margins improved to 76%. * EBITDA for the quarter stood at ₹98 crore, an 18% YoY growth. * Net debt at ₹550 crore as of June 30. * Capex during the quarter was ₹70 crore. * Board proposed a bonus issue of 1:1. * Management is focused on complex pipeline, NCEs and NBEs for sustainable and long-term growth.
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Shilpa Medicare Limited filed this with the NSE as a statutory disclosure, categorised under results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Shilpa Medicare Limited. Read the original for the full detail.