Supriya Lifescience Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Supriya Lifescience posted strong Q2 FY26 results with INR 200 Cr revenue (+20% YoY) and INR 73 Cr EBITDA (36% margin). PAT was INR 50 Cr (25% margin). Management confirmed confidence in ~20% annual revenue growth and 33-35% EBITDA margins, reiterating the INR 1,000 Cr revenue target by FY27. Q1's muted performance is on track for recovery in H2.

Growth is driven by new product launches (2 of 4 planned launched, 2 more coming), existing portfolio growth, and CDMO. Ambernath facility capitalization is set for Q3, contributing revenue from Q4 FY26, initially targeting semi-regulated markets. Backward integration is high (79% of revenue) and pricing in regulated markets remains stable. The company projects continued growth and value creation.