Senores Pharmaceuticals Limited Q1 FY26 earnings call summary

Earnings call of 24 Jul 2025, summarised by AI from the filing.

Senores Pharmaceuticals Q1FY26 revenue ₹138 cr (+72% Y-o-Y), guides 50% revenue growth and about 100% PAT growth for FY26.

Key takeaways

1. Revenue Q1FY26 consolidated revenue ₹138 cr, +72% Y-o-Y, driven by regulated markets and CDMO-CMO.
2. Driver Regulated markets revenue ₹90 cr, +69% Y-o-Y, aided by CDMO-CMO contribution and government contracts.
3. Risk Tariff-related developments in the US could impact business, though management believes impact would be negligible.

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)