StockWatch
·

SMS PHARMACEUTICALS LTD. Q3 FY26 Results

SMSPHARMAQ3 FY26 Results
Filing
MetricValue ( Cr)Q2 FY26Q3 FY25
Revenue210.4513.2%21.4%
Total Income214.2012.2%22.1%
Expenditure183.0412.8%19.6%
PBT31.168.5%38.9%
Net Profit23.477.3%28.7%
OPM20.74%0.79pp16.46pp
NPM10.96%0.58pp1.23pp
EPS2.598.8%20.5%
View full financials

SMS Pharmaceuticals Reports 29% PAT Growth YoY in Q3FY26, Driven by Volume Growth and Operating Leverage

09 Feb 2026 · 9 Feb, 9:39 pm

Summary

SMS Pharmaceuticals Ltd, a diversified and integrated pharmaceutical company, has announced its unaudited financial results for the quarter ended December 31, 2025. The company reported a 21% YoY growth in revenue, a 31% YoY increase in EBITDA, and a 29% YoY rise in PAT. The company also achieved its full-year target of 10 DMF/CEP and dossier filings ahead of schedule.

Key Highlights

  1. 1

    Revenue grew 21% YoY to 210.45 crore

  2. 2

    EBITDA up 31% YoY and PAT up 29% YoY

  3. 3

    9M PAT up 42% YoY

  4. 4

    Achieved the full-year target of 10 filings, ahead of schedule

  5. 5

    280 crore Capex programme on track for completion by FY27

Management Comments

M

Mr. P. Vamsi Krishna

Executive Director

We concluded the quarter on a strong note with 29% PAT growth YoY. We continued to see strong demand across our diversified portfolio, with market share gains in key APIs driving revenue growth in a stable pricing environment. We further increased wallet share with existing customers while adding new customers in niche, high-value APIs. Our backward integration initiatives helped sustain margin resilience and further strengthened our position in regulated markets, particularly the US. On the R&D front, we achieved our full-year target of 10 DMF/CEP and dossier filings ahead of schedule, reinforcing our future growth pipeline. We are targeting ~20 submissions over the next two years to sustain this momentum. Our X280 crore capacity expansion programme is progressing as planned and will support sustained growth and continued margin expansion over the next 2—3 years. For FY26, we remain on track to deliver ~20% revenue growth with EBITDA margins above 20%, supported by a diversified product portfolio, a strong product pipeline, and disciplined execution.

Informational and educational content only. Not investment advice.