SMS Pharmaceuticals Limited — PPTs, 12-02-2025: Investor Presentation

**Financial Highlights:**

In Q3FY25, revenue from operations reached ₹173.35 crore, marking a 7% year-over-year growth, primarily driven by strong volume across the product portfolio. EBITDA increased by 15% to ₹33.21 crore, with a margin of 19%, reflecting a slight improvement from 18% a year ago. Net Profit After Tax (PAT) surged by 59% to ₹18.24 crore, attributed to reduced finance costs.

**Strategic Initiatives and Growth Drivers:**

SMS Pharmaceuticals is on track with significant projects, including the completion of the second phase of its backward integration project and ongoing trials ahead of commercial production set for March 2025. Additionally, capacity expansion initiatives are projected to conclude by FY26.

**Business Developments:**

The company's associate, VKT Pharma, successfully navigated a USFDA regulatory audit with minimal observations, enhancing operational credibility.

**Market Position and Competitive Advantage:**

With a focus on high-value and high-volume products, SMS Pharma generates 87% of its revenue from regulated markets, indicating a robust market position.

**Investor Implications:**

The outlook is positive, bolstered by effective cost management strategies and an anticipated increase in revenue and profitability driven by capacity expansions and new product developments planned over the next 12-18 months. Investors should watch closely for how these strategic initiatives unfold.