| Revenue growth | H1 revenue up 31% YoY; Q2 affected by US tariff timing issues. |
|---|---|
| Margins | EBITDA margins stabilized at 37.9% for H1; specialty segment helps. |
| Demand visibility | Strong visibility in infant nutrition; US demand recovering post-tariff clarity. |
| Management confidence | High confidence in specialty pivot and battery materials vertical expansion. |
Growth
H1 revenue grew 31% YoY to ₹302.9 Cr; EBITDA up 21% to ₹114.7 Cr. Growth is volume-driven across pharma and nutrition.
Outlook
Commissioning 51,200 MT greenfield plant in Q4 FY26; targeting 100,000 MT battery material capacity in 3-5 years.
Risks
US tariff uncertainty impacted Q2 timing; high inventory levels (195 days) and working capital intensity remain key concerns.
Last quarter's promises, checked
Delivered
- Revenue growth 10% for PFN → Delivered 31% H1 YoY (= BEAT)
- Commissioning greenfield facility → Internal validation completed (= BEAT)
- Net debt-to-equity ratio 0.04x → Maintained conservative leverage (= BEAT)
Partly delivered
- Specialty segment growth momentum → Grew 32% vs 62% previous year (= PARTIAL)
Missed
- Targeting 150-160 working capital days → Delivered 195 days (= MISS)
Earnings Call Transcript filed with NSE, NSE: SUDEEPPHRM. Summary written with AI assistance from the document.
Sudeep Pharma Ltd: key numbers
- Share price
- ₹1,175.00
- Market cap
- ₹13,271 Cr
- Revenue (annual)
- ₹642.3 Cr
- Net profit (annual)
- ₹172.9 Cr
- P/E (TTM)
- 72.7×Sector 47.4×
- Promoter holding
- 76.15%+0.00% QoQ
- FII holding
- 1.81%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Key figure
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