SMS Pharma Q4 FY26: Revenue ₹238 Cr, PAT ₹33 Cr; Guides 15% Growth
SMS Pharmaceuticals reported Q4 FY26 revenue of ₹238 crore and full-year revenue of ₹887 crore, a 13% increase. Full-year EBITDA rose 23% to ₹171 crore with margins improving to 20%. PAT for the full year was ₹102 crore, up 47%. The company is investing ₹280 crore in expansion and guides for 15% revenue growth in FY27.
The announcement details financial performance and future growth plans, including capex, which are material to investors. However, it does not involve a significant event like a merger or acquisition.
The company reported growth in revenue, EBITDA, and PAT, with improved margins. They are also investing in expansion and have a positive outlook for future growth.
SMS Pharmaceuticals Limited held a conference call on May 27, 2026, to discuss their fourth quarter and full year financial results for the fiscal year ended March 31, 2026. The company reported Q4 FY26 revenue of ₹238 crores and full-year revenue growth of 13% to ₹887 crores, driven by strong performance in the anti-inflammatory and ARV segments.
EBITDA for Q4 stood at ₹40 crores, with margins at 17%. For the full year, EBITDA increased by 23% to ₹171 crores, with margins improving to 20%. This improvement was attributed to backward integration, a favorable product mix, and operating leverage. Profit After Tax (PAT) for Q4 FY26 was ₹33 crores, including a ₹12 crore contribution from its associate, VKT Pharma. For the full year FY26, PAT rose by 47% to ₹102 crores, with VKT Pharma contributing ₹14 crores. Excluding VKT Pharma's profit, PAT grew by 28% to ₹88 crores for the full year.
The company is investing approximately ₹280 crores in a brownfield expansion project, with around ₹130 crores already invested. This expansion is expected to contribute meaningfully from FY28 onwards. SMS Pharma also plans to file 10 additional DMFs and CEPS in FY27 and another 10 in FY28 to strengthen its product pipeline.
Looking ahead to FY27, SMS Pharmaceuticals is guiding for 15% revenue growth, aiming to further improve upon its FY26 EBITDA margin of 20%. The company anticipates that ongoing geopolitical developments may introduce uncertainties in logistics and supply chains. The company also mentioned that their backward integration efforts, particularly for ibuprofen, have been crucial in maintaining competitiveness and margins amidst rising raw material costs.
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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.