{"id":130651,"date":"2022-06-15T09:57:21","date_gmt":"2022-06-15T13:57:21","guid":{"rendered":"https:\/\/44.250.171.167\/?p=130651"},"modified":"2022-10-06T04:24:01","modified_gmt":"2022-10-06T08:24:01","slug":"sms-pharmaceuticals-ltd-q4-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/sms-pharmaceuticals-ltd-q4-fy22-earnings-conference-call-insights\/","title":{"rendered":"SMS Pharmaceuticals Ltd Q4 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><strong>Key highlights from SMS Pharmaceuticals Ltd (<a href=\"https:\/\/44.250.171.167\/symbol\/SMSPHARMA\/\">SMSPHARMA<\/a>) Q4 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Management Update:<\/strong><\/p>\n<ul>\n<li>SMSPHARMA said its near-term focus remains on scaling up production for ibuprofen along with expanding the customer base for ibuprofen.<\/li>\n<\/ul>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Akash Mehta of Capaz Investments asked about revenue contribution declining sharply from the ARV segment and current situation. Vamsi Krishna ED replied that last couple of quarters were a bit dull due to the bidding process getting postponing. In 1H23, SMSPHARMA will see normalized projections.<\/li>\n<\/ul>\n<ul>\n<li>Akash Mehta of Capaz Investments also enquired about the revenue contribution of molnupiravir and nirmatrelvir. Vamsi Krishna ED replied it is very difficult to predict because one could suddenly expect an unexpected wave and suddenly the wave could gathered some good momentum and product sales could go high.<\/li>\n<\/ul>\n<ul>\n<li>Ranvir Singh with Sunidhi Securities asked where the company is seeing ibuprofen business going price and volume wise. Vamsi Krishna ED answered that SMSPHARMA has one of the biggest bag sizes in the market for ibuprofen, which gives better cost position. By end of FY23, SMSPHARMA will be in a strong position in ibuprofen occupying almost 80% of its installed capacity.<\/li>\n<\/ul>\n<ul>\n<li>Ranvir Singh with Sunidhi Securities asked about the current capacity. Vamsi Krishna ED answered that the current installed capacity is around 500 metric tons per month.<\/li>\n<\/ul>\n<ul>\n<li>Ranvir Singh with Sunidhi Securities asked that of the INR200 crore capex spent on ibuprofen, what\u2019s the peak revenue expected from this project. Vamsi Krishna ED replied that the company is expecting about INR450-500 crores revenue at peak scale operation.<\/li>\n<\/ul>\n<ul>\n<li>Ranvir Singh of Sunidhi Securities asked about the pipeline in VKT Pharma for next 2-3 years. Vamsi Krishna ED replied that VKT Pharma got approval for 6 products. So their full performance will be coming in FY24. In 1Q23, the actual commercial batches are being dispatched to customers.<\/li>\n<\/ul>\n<ul>\n<li>Rupesh Tatiya with IntelSense Capital asked about margins across the industry. Vamsi Krishna ED across the industry lot of companies margins have reduced due to China impact, war, and logistics costs.<\/li>\n<\/ul>\n<ul>\n<li>Rupesh Tatiya with IntelSense Capital asked that in the next 2-3 years what are another 1-2 big products that could be meaningful for the company\u2019s size. Vamsi Krishna ED said that currently, SMSPHARMA\u2019s R&amp;D is working on couple of other major volume products. The company is also working on 2-3 other products for a long-term scenario.<\/li>\n<\/ul>\n<ul>\n<li>Aditya Sen of RoboCapital enquired if the company will start expansion of the additional 500 tonnes capacity by end of FY23. Vamsi Krishna ED replied that most likely SMSPHARMA will start the expansion. If the company occupies 70%, 80% of its existing capacity, it would be taking up the further expansion.<\/li>\n<\/ul>\n<ul>\n<li>Arti Sharma of BKC Investment asked about the current product launch lineup from its JV Chemo and what\u2019s the revenue of this JV for FY22. Vamsi Krishna ED said launch line, SMSPHARMA has already commercialized some products. With respect to sales, it\u2019s contribution is around 5-8%.<\/li>\n<\/ul>\n<ul>\n<li>Arti Sharma of BKC Investment asked about the molnupiravir and nirmatrelvir revenue opportunities in short term. Vamsi Krishna ED said these are COVID related opportunities. While budgeting also the company is not anticipating any revenue coming in. If there is another wave, the company will be ready with the stocks.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from SMS Pharmaceuticals Ltd (SMSPHARMA) Q4 FY22 Earnings Concall Management Update: SMSPHARMA said its near-term focus remains on scaling up production for ibuprofen along with expanding the customer base for ibuprofen. Q&amp;A Highlights: Akash Mehta of Capaz Investments asked about revenue contribution declining sharply from the ARV segment and current situation. Vamsi Krishna [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5747],"tags":[1115],"class_list":["post-130651","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-healthcare-stocks","tag-pharmaceuticals"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":133740,"url":"https:\/\/alphastreet.com\/india\/sms-pharmaceuticals-limited-q1-fy23-earnings-conference-call-insights\/","url_meta":{"origin":130651,"position":0},"title":"SMS Pharmaceuticals Limited Q1 FY23 Earnings Conference Call Insights","author":"Praveen","date":"September 7, 2022","format":false,"excerpt":"https:\/\/youtu.be\/G2_d7tTye3s Key highlights from SMS Pharmaceuticals Limited (SMSPHARMA) Q1 FY23 Earnings Concall Q&A Highlights: Atul Kothari from Progwell Securities asked about the products under pipeline with Chemo JV. Vamsi Krishna ED replied that the products already on the pipeline are almost developed. There are 8 products as part of JV\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":175931,"url":"https:\/\/alphastreet.com\/india\/sms-pharmaceuticals-ltd-smspharma-q2-2025-earnings-call-transcript\/","url_meta":{"origin":130651,"position":1},"title":"SMS Pharmaceuticals Ltd (SMSPHARMA) Q2 2025 Earnings Call Transcript","author":"News desk","date":"January 22, 2026","format":false,"excerpt":"SMS Pharmaceuticals Ltd (NSE: SMSPHARMA) Q2 2025 Earnings Call dated Nov. 13, 2024 Corporate Participants: Vamsi Krishna Potluri \u2014 Executive Director Analysts: R.V.G. Krishna \u2014 Analyst Deep Gandhi \u2014 Analyst Shaurya Punyani \u2014 Analyst Presentation: Operator Ladies and gentlemen, good day, and welcome to SMS Pharmaceuticals Limited Q2 FY '25\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":142315,"url":"https:\/\/alphastreet.com\/india\/sms-pharmaceuticals-ltd-smspharma-q3-fy23-earnings-concall-transcript\/","url_meta":{"origin":130651,"position":2},"title":"SMS Pharmaceuticals Ltd (SMSPHARMA) Q3 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"February 21, 2023","format":false,"excerpt":"SMS Pharmaceuticals Ltd (NSE:SMSPHARMA) Q3 FY23 Earnings Concall dated Feb. 10, 2023. Corporate Participants: Vamsi Krishna Potluri\u00a0--\u00a0Executive Director Unidentified Speaker\u00a0-- Analysts: Viraj Shah\u00a0--\u00a0Shah Investments -- Analyst Aditi Sawant\u00a0--\u00a0ADM Advisors -- Analyst Dipti Kothari\u00a0--\u00a0Kothari Securities -- Analyst Mahesh Vyas\u00a0--\u00a0UTI Mutual Fund -- Analyst Unidentified Participant\u00a0--\u00a0-- Analyst Parth Vasani\u00a0--\u00a0KK Advisors -- Analyst\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":136188,"url":"https:\/\/alphastreet.com\/india\/sms-pharmaceuticals-limited-smspharma-q2-fy23-earnings-concall-transcript\/","url_meta":{"origin":130651,"position":3},"title":"SMS Pharmaceuticals Limited (SMSPHARMA) Q2 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"August 18, 2022","format":false,"excerpt":"SMS Pharmaceuticals Limited (NSE:SMSPHARMA) Q2 FY23 Earnings Concall Aug. 18, 2022 Corporate Participants: P. 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Gupta -- Investors Forum -- Analyst Priyanka Shah -- KP Advisors -- Analyst Ankush Mahajan -- Axis\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"stock earnings conference call transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":175929,"url":"https:\/\/alphastreet.com\/india\/sms-pharmaceuticals-ltd-smspharma-q4-2025-earnings-call-transcript\/","url_meta":{"origin":130651,"position":4},"title":"SMS Pharmaceuticals Ltd (SMSPHARMA) Q4 2025 Earnings Call Transcript","author":"News desk","date":"January 22, 2026","format":false,"excerpt":"SMS Pharmaceuticals Ltd (NSE: SMSPHARMA) Q4 2025 Earnings Call dated Jun. 02, 2025 Corporate Participants: Unidentified Speaker P. 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And estimating highest ever revenues for the full year 2021-22. The company said the new boards plant at Coimbatore is operational from 1\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/130651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=130651"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/130651\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=130651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=130651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=130651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}