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SMS Pharmaceuticals Limited Q4 FY26 earnings call summary

NSE: SMSPHARMA · BSE: 532815

Earnings call of 27 May 2026, summarised by AI from the filing.

SMS Pharmaceuticals guides FY27 revenue growth of 15% and aims to improve on FY26 EBITDA margin of 20%, after FY26 revenue rose 13% to ₹887 cr.

Key takeaways

  1. FY27 guidance 15% revenue growth guided for FY27, aiming to improve upon FY26 EBITDA margin of 20%, with Middle East logistics uncertainty.
  2. Margin target Targeting 22% EBITDA margin next year, against all-time high of 22%.
  3. Growth driver Backward integration, especially for ibuprofen, sustained margins and customer confidence amid price escalations.
  4. Main risk Middle East geopolitical developments create uncertainty around logistics, freight and supply chain stability.

Original filing on BSE

SMS Pharmaceuticals Limited Q1 FY27 results

As filed: Revenue ₹207 cr (+6% year on year), EBITDA ₹41.0 cr (+5% year on year), PAT ₹20.9 cr (+5% year on year), EBITDA margin 19.8% (−11 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 ₹238 cr (−4% year on year), EBITDA ₹39.9 cr (−5% year on year), PAT ₹32.7 cr (+64% year on year), EBITDA margin 16.8% (−16 bps). Score 32 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was in line with it. EBITDA margin fell 16 bps year on year. Consolidated profit +64% but standalone 0%. Profit rose ₹12.7 cr on a year ago, more than the ₹3.0 cr it added the year before. Share price after the results: −11.1% in 28 days (Nifty 500: +2.4%).
  • Q3 FY26: Revenue ₹210 cr (+22% year on year), EBITDA ₹43.7 cr (+32% year on year), PAT ₹23.5 cr (+30% year on year), EBITDA margin 20.7% (+167 bps). Score 65 of 100, Above trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was below it. EBITDA margin rose 167 bps year on year. Revenue fell 13% from last quarter. Profit rose ₹5.5 cr on a year ago, against ₹7.0 cr the year before. Share price after the results: +20.7% in 30 days (Nifty 500: −5.9%).
  • Q2 FY26: Revenue ₹242 cr (+23% year on year), EBITDA ₹49.0 cr (+48% year on year), PAT ₹25.0 cr (+79% year on year), EBITDA margin 20.3% (+350 bps). Score 80 of 100, Above trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was well above it. EBITDA margin rose 350 bps year on year. Revenue rose ₹45.0 cr on a year ago, more than the ₹30.0 cr it added the year before. Share price after the results: +10.6% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹196 cr (+20% year on year), EBITDA ₹39.0 cr (+15% year on year), PAT ₹20.0 cr (+25% year on year), EBITDA margin 19.9% (−83 bps). Score 39 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 83 bps year on year. Revenue fell 21% from last quarter. Revenue rose ₹32.0 cr on a year ago, more than the ₹29.0 cr it added the year before. Share price after the results: +8.9% in 30 days (Nifty 500: +1.9%).
  • Q4 FY25: Revenue ₹248 cr (+1% year on year), EBITDA ₹42.0 cr (+24% year on year), PAT ₹20.0 cr (+18% year on year), EBITDA margin 16.9% (+311 bps). Score 44 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin rose 311 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −5.9% in 28 days (Nifty 500: +3.6%).
  • Q3 FY25: Revenue ₹173 cr (+7% year on year), EBITDA ₹33.0 cr (+10% year on year), PAT ₹18.0 cr (+64% year on year), EBITDA margin 19.1% (+44 bps). Score 35 of 100, Below trend. Revenue and profit growth were below the company's own trend; EBITDA growth was well below it. EBITDA margin rose 44 bps year on year. Revenue fell 12% from last quarter. Profit rose ₹7.0 cr on a year ago, against ₹7.0 cr the year before.
  • Q2 FY25: Revenue ₹197 cr (+18% year on year), EBITDA ₹33.0 cr (+18% year on year), PAT ₹14.0 cr (+17% year on year), EBITDA margin 16.8% (−2 bps). Score 60 of 100, In line with trend. EBITDA margin was flat year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 13% from last quarter.

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

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

Figures from the company's filings with NSE and BSE. Not investment advice.