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SMS PHARMACEUTICALS LTD. Q1 FY26 Results

SMSPHARMAQ1 FY26 Results
Filing
MetricValue ( Cr)vs Q4 FY25
Revenue196.0521.0%
Total Income196.6421.2%
Expenditure172.2722.1%
PBT24.3714.6%
Net Profit20.490.9%
OPM20.08%3.64pp
NPM10.42%2.28pp
EPS2.313.8%
View full financials

SMS Pharmaceuticals Reports 24% YoY Increase in PAT for Q1 FY26

10 Aug 2025 · 10 Aug 2025, 10:01 pm

Summary

SMS Pharmaceuticals Ltd has reported a 24% Year-over-Year (YoY) increase in Profit After Tax (PAT) for the first quarter of the financial year 2026. The company's revenue grew by 19% YoY, driven by strong demand for key APIs. The EBITDA margin remained stable at 20%, improving 364 bps sequentially but down 30 bps YoY. The company has successfully commissioned its backward integration project and expects a meaningful improvement in margins over the next few quarters.

Key Highlights

  1. 1

    Revenue up 19% YoY on higher volumes

  2. 2

    EBITDA up 17% YoY (EBITDA margin: 20%)

  3. 3

    PAT margin steady at 10%

  4. 4

    Backward integration for key APIs commissioned in June 2025

  5. 5

    R&D investment to double over 18 months to accelerate pipeline development

  6. 6

    250 crore Capex plan on track

Management Comments

M

Mr. P. Vamsi Krishna

Executive Director

We commenced FY26 on a strong footing, driven by our diversified product portfolio and notable client wins in key APIs. We made strong progress on our strategic roadmap, laying a solid foundation for the next five years of growth. Our joint venture with Chemo continues to be value accretive, with our anti-diabetic portfolio gaining market share in Europe. We are also deepening our strategic partnership with them through an expanded basket of anti-diabetic products. In Ibuprofen, we continue to see growing demand, supported by strong visibility in regulated markets and a competitive cost position driven by improved processes and plant engineering.

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