Sun Pharmaceutical Industries Limited — PPTs, 01-09-2025: Investor Presentation

Sun Pharma delivered strong FY25 results with sales of Rs 52,041 Cr, up 9% year-on-year. Adjusted net profit surged 19% to Rs 11,984 Cr. Q1 FY26 gross sales rose 10.1% YoY to Rs 13,786 Cr. India formulations (33% of sales, #1 pharma company) and US formulations (31% of sales, #12 in generics) are key drivers. Innovative Medicines now contribute 20% of sales, with top product Ilumya reporting $681 million.

Strategy focuses on boosting innovative and complex products, utilizing acquisitions, and optimizing costs. FY25 R&D spend was Rs 3,248 Cr (6.2% of sales) for a robust pipeline of new active substances. Recent highlights include acquiring Checkpoint Therapeutics (FY25) and completing the Taro merger (FY24).

FY25 Adjusted EPS stood at Rs 49.9 (up 19%), while Q1 FY26 Adjusted EPS was Rs 12.5 (up 5.7%). EBITDA margins remained strong, at 29.0% for FY25 and 31.1% for Q1 FY26. Management projects mid to high single-digit consolidated topline growth for FY26, emphasizing sustainable, profitable growth and improved return ratios. The company also prioritizes ESG initiatives.