Senores Pharmaceuticals Limited Q4 FY25 earnings call summary

Earnings call of 16 May 2025, summarised by AI from the filing.

Senores Pharmaceuticals reported FY25 income ₹410 cr, up 91%, and guides at least 50% top-line and 100% PAT growth for next year.

Key takeaways

1. ANDA acquisitions Acquired 14 ANDAs from Dr. Reddy's and one from Breckenridge, taking portfolio to about 61 ANDA products.
2. Growth drivers Portfolio expansion, new launches, CDMO-CMO traction, and emerging market registrations.
3. Risk US tariff and drug pricing policy uncertainty; monitoring but no impact seen for six to nine months.

Original filing on BSE

Senores Pharmaceuticals Limited Q1 FY27 results

As filed: Revenue ₹180 cr (+31% year on year), EBITDA ₹53.8 cr (+58% year on year), PAT ₹30.5 cr (+45% year on year), EBITDA margin 29.8% (+519 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹175 cr (+54% year on year), EBITDA ₹47.5 cr (+150% year on year), PAT ₹36.7 cr (+104% year on year), EBITDA margin 27.1% (+1,000 bps). Score 92 of 100, Above trend. EBITDA margin rose 1000 bps year on year. Other income 37% of PBT. Not enough history for a trend yet: scored on growth alone. Share price after the results: +32.5% in 29 days (Nifty 500: +1.0%).
• Q3 FY26: Revenue ₹175 cr (+69% year on year), EBITDA ₹54.0 cr (+116% year on year), PAT ₹33.6 cr (+110% year on year), EBITDA margin 30.9% (+666 bps). Score 100 of 100, Above trend. EBITDA margin rose 666 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +1.1% in 30 days (Nifty 500: −0.3%).
• Q2 FY26: Revenue ₹162 cr, EBITDA ₹50.0 cr, PAT ₹30.0 cr, EBITDA margin 30.9%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹162 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +1.3% in 29 days (Nifty 500: +0.7%).
• Q1 FY26: Revenue ₹138 cr, EBITDA ₹34.0 cr, PAT ₹21.0 cr, EBITDA margin 24.6%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹138 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +18.9% in 30 days (Nifty 500: −1.9%).
• Q4 FY25: Revenue ₹114 cr, EBITDA ₹19.0 cr, PAT ₹18.0 cr, EBITDA margin 16.7%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹114 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +12.3% in 28 days (Nifty 500: +0.2%).
• Q3 FY25: Revenue ₹103 cr, EBITDA ₹25.0 cr, PAT ₹16.0 cr, EBITDA margin 24.3%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹103 cr). Scored once a year-earlier consolidated quarter exists.

Past price moves after results do not indicate future moves. Not a recommendation.

Senores Pharmaceuticals Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (27 Jul 2026), Results deck (27 Jul 2026)
• Q4 FY26: Earnings call (14 May 2026), Results deck (14 May 2026), Results press release (14 May 2026)
• Q3 FY26: Earnings call (20 Jan 2026), Results deck (20 Jan 2026), Results press release (20 Jan 2026)
• Q2 FY26: Earnings call (6 Nov 2025), Results deck (6 Nov 2025), Results press release (6 Nov 2025)
• Q1 FY26: Earnings call (24 Jul 2025), Results deck (23 Jul 2025), Results press release (23 Jul 2025)
• Q4 FY25: Earnings call (16 May 2025), Results deck (16 May 2025), Results deck (16 May 2025), Results press release (15 May 2025)
• Other events: Strategy deck (15 Dec 2025)