Shilpa Medicare
Record Q2 revenue of ₹538 Cr (+35%) and EBITDA of ₹151 Cr (28% margin), but gross margin fell roughly 700 bps and management deflected several key questions.
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Every Shilpa Medicare earnings call we streamed: the live audio and our summary of what management said.
Record Q2 revenue of ₹538 Cr (+35%) and EBITDA of ₹151 Cr (28% margin), but gross margin fell roughly 700 bps and management deflected several key questions.
Record Q2 revenue of ₹538 Cr (+35%) and EBITDA of ₹151 Cr (28% margin), but gross margin fell roughly 700 bps and management deflected several key questions.
No forward guidance given. Peptide utilisation comment deferred to next year's H2. No albumin revenue guidance.
Shilpa Medicare delivered a robust Q4 performance with revenue growing 30% YoY, driven by API and formulation scale-ups, but remains heavily dependent on lumpy licensing income and future global clinical trial successes.
Shilpa Medicare reported its highest-ever quarterly revenue of ₹439cr (+30% YoY) and full-year FY26 revenue of ₹1,549cr (+18% YoY), driven by API and formulation vertical integration.
Shilpa Medicare reported its highest-ever quarterly revenue and EBITDA, signaling a shift from a long investment cycle to asset sweating and operational leverage.
Shilpa Medicare delivered record FY26 performance with 18% revenue growth and 30% EBITDA growth. Strategy focuses on high-value CDMO partnerships, specialized formulations like NorUDCA, and a robust biosimilar pipeline.
Shilpa Medicare reported record quarterly revenue and EBITDA, signaling a shift from heavy R&D investment to commercial execution across API, formulations, and biologics.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.