Senores Pharmaceuticals Limited — PPTs, 06-11-2025: Investor Presentation

Senores Pharma delivered a strong Q2 and H1 FY26. Revenue rose 65.6% year-on-year (YoY) to 299.8 Cr for the half-year, with profit after tax (PAT) jumping 114.1% to 51.3 Cr. EBITDA grew 88% YoY to 83.7 Cr.

Growth was primarily driven by Regulated Markets, where revenue surged 78.4% YoY to 196.9 Cr, contributing 66% of total income. The Branded Generics segment saw exceptional growth, up over 7x YoY to 20.2 Cr. Emerging Markets also expanded, with 109 new products registered. The company generated a positive cash flow from operations of 31 Cr for H1FY26.

Recent developments include commercializing 10 own products and securing 20 ANDA approvals in Regulated Markets. Branded Generics are now supplying to multiple large hospital chains across India, with pan-India presence targeted by the end of FY26.

Management expects growth momentum in Regulated Markets to continue into FY27, backed by new product launches and scaling existing ones. Key strategies focus on expanding their ANDA portfolio, scaling CDMO/CMO services, boosting Emerging Markets, and growing the Branded Generics business. They also eye inorganic growth and backward integration to enhance capabilities. The company is on track to meet its full-year guidance.