Pharmaceuticals company Senores Pharmaceuticals announced Q2FY26 results Revenue: Rs 162 crore for Q2FY26, change 61% YoY. EBITDA: Rs 50 crore for Q2FY26, change 113% YoY. PAT: Rs 30 crore for Q2FY26, change 131% YoY. Swapnil Shah, Managing Director, Senores Pharmaceuticals, said: “Building on the momentum from previous quarters, we delivered a strong performance in Q2FY26, with revenues rising 61% and profit after tax growing 131% YoY. In the Regulated Markets, we launched eight new products during the quarter, achieving better-than-expected sales. With additional launches and scale-up of existing products in the coming quarters, we expect this growth momentum in the Own Products business to continue through H2 and FY27. Margins have also strengthened, supported by a higher contribution from own products, improved operating efficiency, and inherent operating leverage. With scale and productivity gains, we remain confident of sustaining our margin profile. Our Emerging Markets portfolio continued to expand, reflecting steady growth in revenues and margins on a sequential basis, alongside an increasing number of registered and pipeline products. The Branded Generics business witnessed significant growth, with revenues growing more than tenfold YoY in Q2FY26. Strong product acceptance and customer adoption are driving this momentum. We are now approved and supplying to multiple large hospital chains across India, and we expect pan-India presence by the end of FY26. Operating cash flows continued to strengthen, rising over threefold to Rs 31 crore in H1FY26 from Rs 9 crore in H1FY25. We expect to maintain and build further on this trajectory going forward. All in all, we have delivered a healthy performance in the quarter and half year and remain on track to deliver on our full year guidance. Our business is undergoing a structural advancement which will provide better market visibility and support the growth momentum for us over the medium term to longer term. We will continue to drive the business on 4 key pillar. Expansion of the ANDA Portfolio in Regulated Markets. Steady Scale-up of the CDMO/CMO Segment in Regulated Markets. Portfolio Expansion and Profitability Improvement in Emerging Markets. Scale-up of Branded Generics business in India.” Result PDF
Pharmaceuticals company Senores Pharmaceuticals announced Q1FY26 results Total Income Rs 138 crore YoY for Q1FY26. EBIDTA Rs 34 crore, change 60% YoY for Q1FY26. Profit after Tax (PAT) Rs 21 crore, change 95% YoY for Q1FY26. Swapnil Shah, Managing Director, Senores Pharmaceuticals, said: “Continuing the momentum from last year, we have started FY26 well, with healthy performance across segments during the quarter. We launched 2 own ANDA products in the Regulated Markets during the quarter. We also received the ANDA approval for 4 products during the quarter. We have a strong pipeline in place which we will launch over the next couple of years. Our moat lies in our ability to serve the government channel in addition to the retail channel in the US. This gives us considerable competitive advantage in the US market. A large part of our product pipeline has potential to cater to the government contracts. Our capability to manufacture and supply controlled substances in US is another differentiator for us. Our CDMO / CMO segment is also scaling up as planned. We are adding new contracts and increasing the share of pocket from existing customers. The contracts in hand give us good visibility for the year ahead. With respect to the US tariff situation, we believe we are largely insulated with our entire formulation manufacturing happening locally in US. In the Emerging Markets, our changing product portfolio and go-to-market strategies are resulting in improved profitability. Our Branded Generics segment is witnessing significant uptick in momentum. On the back of increasing field force, our monthly revenue run rate has more than doubled versus last year. We expect to be a pan-India player by the end of FY26. We are also pleased to report positive Operating Cash Flow of Rs 11 crore for Q1FY26. We expect to sustain and build on the cash flow trajectory going forward. Our business is undergoing a structural advancement which will provide better market visibility and support the growth momentum for us over the medium term to longer term. We will continue to drive the business on three key pillars – (i) Expansion of the ANDA Portfolio in Regulated Markets; (ii) Steady Scale-up of the CDMO/CMO Segment in Regulated Markets; and (iii) Portfolio Expansion and Profitability Improvement in Emerging Markets” Result PDF
Pharmaceuticals company Senores Pharmaceuticals announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Total income of Rs 120 crore has been achieved in Q4FY25 compared to Rs 102 crore in Q4FY24 EBITDA of Rs 25.4 crore has been achieved in Q4FY25 compared to Rs 22.4 crore in Q4FY24 PBT of Rs 20.7 crore has been achieved in Q4FY25 compared to Rs 17.6 crore in Q4FY24 FY25 Financial Highlights: Total income of Rs 410 crore has been achieved in FY25 vs Rs 214 crore in FY24 EBITDA of Rs 101.8 crore has been achieved in FY25 vs Rs 41.6 crore in FY24 PBT of Rs 70.6 crore has been achieved in FY25 vs Rs 24.9 crore in FY24 Commenting on the results, Swapnil Shah, Managing Director, Senores Pharmaceuticals said, “We are pleased to report strong performance for FY25, driven by our strategy of developing niche products for Regulated Markets and expanding our CDMO/CMO operations. At the same time, we have continued to grow our presence and product portfolio in Emerging Markets. Our Total Income and Profit before Tax for FY25 have increased by 91% & 183% respectively on year-on-year basis, and we are optimistic about sustaining this momentum going forward. We continued to make steady progress on our stated strategies. During the quarter, we expanded our portfolio in the Regulated Markets through acquisition of 14 ANDA’s from Dr. Reddy’s and 1 ANDA from Breckenridge Pharmaceuticals. A large part of this acquired ANDA basket has considerable government contract opportunities. Further, our CDMO/CMO segment is gaining traction and continued to scale up well. We have launched 1 new product in the CDMO/CMO segment during the quarter and have 69 products in pipeline. Our shift in product portfolio and go-to-market strategies in the Emerging Markets business is beginning to give the desired results, which can be seen in the improvement in margin during the quarter. We have registered 48 new products across the Emerging Markets during Q4FY25, taking the total portfolio to 285 registered products. Going forward, although the uncertainties due to the tariff situation in USA will have to be closely monitored, we believe we are well placed to navigate the same, given our USFDA-approved manufacturing facility in USA. We will continue to focus on three key pillars going forward – Expansion of ANDA portfolio in Regulated Markets; Steady scale-up of CDMO/CMO segment in the Regulated Markets; and Portfolio expansion and profitability improvement in the Emerging Markets.” Result PDF
Pharmaceuticals company Senores Pharmaceuticals announced 9MFY25 & Q3FY25 results Q3FY25 Financial Highlights: Income: Rs 106.4 crore compared to Rs 78.7 crore during Q3FY24, change 35%. EBITDA: Rs 29.1 crore compared to Rs 15.2 crore during Q3FY24, change 92%. EBITDA margin: 27.3% for Q3FY25. PAT: Rs 17.2 crore compared to Rs 7.1 crore during Q3FY24, change 142%. PAT margin: 16.1% for Q3FY25. 9MFY25 Financial Highlights: Income: Rs 288.1 crore compared to Rs 112.1 crore during Q3FY24, change 157%. EBITDA: Rs 74.3crore compared to Rs 19.2 crore during Q3FY24, change 287%. EBITDA margin: 25.8% for Q3FY25. PAT: Rs 40.7 crore compared to Rs 15.5 crore during Q3FY24, change 162%. PAT margin: 14.1% for Q3FY25. Swapnil Shah, Managing Director, Senores Pharmaceuticals, said: “We are pleased to report strong performance for Q3 and 9MFY25, driven byour strategy of developing niche products for Regulated Markets andexpanding our CDMO/CMO operations. At the same time, we have continuedto grow our presence and product portfolio in Emerging Markets. Our revenue and profitability for 9MFY25 have increased by over 150% YoY, andwe are optimistic about sustaining this momentum going forward. In Regulated Markets, robust growth in the CDMO/CMO segment was partlyoffset by a softer performance in the Marketed Products segment, which wasimpacted by the high base of Q3FY24. The consolidation of acquiredbusinesses has resulted in strong growth in the Emerging Markets segment for Q3FY25. YoY, the Regulated Markets and Emerging Marketsbusinesses grew by approximately 100% and over 10 times, respectively, for 9MFY25. In 9MFY25, we launched one new product and received ANDA approval forfive products in the Regulated Markets business, bringing our total ANDA approvals to 24. Our Emerging Markets business is growing well through portfolio andfootprint expansion. Our registered product portfolio in the Emerging Marketsbusiness expanded to 267 products. With a strong product portfolio, we are now realigning our go-to-market models to make our Emerging Marketsoperations more profitable. We are seeing significant traction and scale-up in our CDMO/CMO segment.Currently, we manufacture 21 products in this business and expect faster growth with the addition of new products, customers, and increased walletshare from existing customers. We remain focused on executing our business strategies across segments andare confident that healthy growth will continue in the year ahead.” Result PDF