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SMS Pharmaceuticals Limited Q2 FY26 earnings call summary

NSE: SMSPHARMA · BSE: 532815

Earnings call of 11 Nov 2025, summarised by AI from the filing.

SMS Pharmaceuticals Q2 FY26 PAT ₹25.3 cr, up 80% YoY, highest ever; FY26 targets around 20% growth and 20% EBITDA margin.

Key takeaways

  1. PAT Q2 FY26 PAT ₹25.3 cr, up 80% YoY, highest ever in a single quarter, with margin at 10%.
  2. Guidance Management is confident of achieving FY '26 targets of around 20% growth and 20% EBITDA margin.
  3. Capex ₹280 cr new capex program commenced, on track for completion by November 2026, with revenues anticipated from FY '28.

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.