Shilpa Medicare Limited — PPTs, 13-11-2025: Investor Presentation

Shilpa Medicare just posted solid results! 1H FY26 revenue hit 700 Cr (+8% YoY), with EBITDA jumping 20% to 208 Cr (30% margin). Q2 alone saw record revenue (372 Cr, +7% YoY) and EBITDA (110 Cr, +21% YoY). API (56% of 1H revenue) and Formulations (34%) drove this. PAT for 1H FY26 soared to 91 Cr, already topping last full year's profit.

Growth is fueled by expanding API capacity and strong US market share for their complex formulations. Big news: NorUDCA, a first-in-class therapy for NAFLD, launches in India in Q3 FY26! They also completed Phase 3 for Ondansetron Extended-Release Injection. Their Recombinant Human Albumin is set for Phase 3 trials in India and Europe this fiscal year with Orion.

Management is bullish, aiming for sustainable growth by leveraging innovation and strategic plays. Expect better revenue and EBITDA margins as capacity utilization improves across their high-margin divisions. Looks like a focused push on new product launches and clinical advancements ahead!