Senores Pharmaceuticals Limited — PPTs, 20-01-2026: Investor Presentation

Senores Pharma delivered robust Q3 and 9MFY26 results. Total Income surged 64% YoY to Rs. 174.6 Cr in Q3 and 65% to Rs. 474.3 Cr for 9MFY26. Profit After Tax more than doubled (+105%) to Rs. 33.6 Cr in Q3 and +110% to Rs. 84.9 Cr for 9MFY26. Regulated Markets fueled 65% of 9MFY26 revenue with a 40% EBITDA margin, while Emerging Markets saw a 48% Q3 revenue jump and a significant EBITDA margin improvement to 13%.

Strategically, Senores is expanding into new regulated and emerging markets, pursuing synergistic acquisitions, and boosting backward integration by increasing API manufacturing capacity. A key recent development is the 75% stake acquisition in Apnar Pharma, with 3 new ANDAs slated for Q4FY26 launch, promising quick cash flow. The company also boasts a strong pipeline of 46 approved ANDAs (over 100 yet to launch) and 22 in development, setting the stage for future growth. Management views Apnar's integration as faster than expected, enhancing market access and margins.