Supriya Lifescience is engaged in the manufacturing of Active pharmaceutical ingredients (APIs). As of March 31, 2021, the company produces 38 APIs focused on diverse therapeutic segments such as antihistamine, analgesic, anaesthetic, vitamin, anti-asthmatic and anti-allergic. Syntec Do Brasil LTDA, American International Chemical Inc. and AT Planejamento E Desenvolvimento De Negocios Ltd., Suan Farma Inc. Acme Generics LLP, Akum Drugs Ltd, and Mankind Pharma, among others. ~45% of their FY23 revenues were derived from its 10 largest customers. The Company has a manufacturing facility in Parshuram Lote, Maharashtra, with 5 manufacturing Blocks. It commissioned a new Module E Production Block, which increased the company’s capacity by over 55%, from 597 KLPD to 932 KLPD. Presenting below are its Q1 FY26 earnings results.
Q1 FY26 Earnings Results
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Revenue: ₹145.07 crore, down 9.9% year-over-year (YoY) from ₹160.63 crore.
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EBITDA: ₹51.7 crore, with EBITDA margin of 35.6% compared to 38.9% in Q1 FY25.
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Profit After Tax (PAT): ₹34.79 crore, down from ₹44.64 crore in Q1 FY25.
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PAT Margin: 24.0% for Q1 FY26, down from 27.8% in Q1 FY25.
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EPS: ₹4.3 compared with ₹5.5 a year ago.
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Segment Performance: Anaesthetic segment led revenue growth, contributing 53% of revenue (up from 45% in Q1 FY25).
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Geography: European markets contributed 41% to revenue, up from 34% YoY.
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Capacity Utilization: Improved to 76% in FY26 from 70% in FY25.
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The company has acquired three land parcels for future growth near various plants.
Management Commentary & Strategic Highlights
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Production delays due to essential repair and maintenance at Lote facility impacted revenue.
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Upgrades aimed to improve efficiency and enable full utilization of new production modules for upcoming launches.
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Despite revenue dip, margins remain strong, supported by improved backward integration and increased regulatory market contribution.
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Ambernath site is progressing towards commercial production.
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Management is confident in a return to growth trajectory and margin expansion for the full fiscal year.
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The company maintains a target of 20%+ revenue growth for FY26.
Q4 FY25 Earnings Results
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Revenue: ₹184.11 crore, up by 16.4 percent on the YoY basis.
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EBITDA: ₹67.58 crore, with 36.7% margin.
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PAT: ₹50.38 crore, up by 35% during the same period, last year.
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PAT Margin: 24.14%.
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The quarter had strong operational performance and margin expansion compared to Q1 FY26.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.