SMS Pharma FY26 PAT Surges 47% to ₹102 Crore; Recommends ₹0.40 Dividend
SMS Pharmaceuticals Limited reported FY26 PAT of ₹102 crore, up 47% YoY, driven by backward integration. FY26 revenue grew 13% to ₹887 crore, with EBITDA margin at 19%. The company recommended a final dividend of ₹0.40 per share. Q4FY26 PAT was ₹20 crore. A ₹280 crore capex program is on track for completion by FY27.
The announcement details strong annual financial performance and future growth plans, including capex and dividend payout, which are material for investors. However, the Q4 results showed a YoY decline in revenue and PAT, tempering the overall impact.
The company reported significant year-on-year growth in PAT and revenue for the full year, along with an improved EBITDA margin. The recommendation of a dividend further supports a positive sentiment.
SMS Pharmaceuticals Limited announced its financial results for the quarter and year ended March 31, 2026. The company reported a full-year Profit After Tax (PAT) of ₹102 crore, marking a significant increase of 47% year-on-year. This growth was attributed to backward integration and an improved product mix, which also helped boost the FY26 EBITDA margin by 155 basis points to 19%.
Full-year revenue saw a growth of 13% to ₹887 crore. The company's capex program of ₹280 crore is on track for completion by FY27. The Board has recommended a final dividend of ₹0.40 (40%) per share.
For the fourth quarter of FY26, revenue from operations stood at ₹238 crore, a decrease of 4% year-on-year. EBITDA for the quarter was ₹33 crore, down 2% YoY, while PAT was ₹20 crore, down 16% YoY. The Earnings Per Share (EPS) for Q4FY26 was ₹3.58, a 61% increase YoY.
The investor presentation also highlighted key operating metrics, with revenue from therapeutic areas like Anti-diabetic, Anti Retro Viral (ARV), and Anti-inflammatory showing significant contributions. Geographically, Europe and North America remain key revenue drivers.
The company emphasized its strong global presence, regulatory compliance, and vertical integration as key strengths. Looking ahead, SMS Pharmaceuticals aims for further growth through capacity expansion, strategic partnerships, and strengthening its product pipeline, targeting 1.75 average net asset turnover over the next 2-3 years. A ₹280 crore capex project is underway, expected to be completed by FY27.
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SMS Pharmaceuticals Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. 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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See the model portfoliosA plain-language summary of a public exchange filing by SMS Pharmaceuticals Limited. Read the original for the full detail.