SMS Pharmaceuticals Limited — PPTs, 09-02-2026: Investor Presentation

SMS Pharma delivered a strong Q3FY26! Revenue leaped 21% YoY to ₹210 Cr, fueled by robust volume growth in key APIs. Profit After Tax (PAT) surged 29% YoY to ₹23.47 Cr, with 9-month PAT up an impressive 42%.

Growth is powered by a ₹280 Cr capital expenditure program, on track for FY27 completion, focusing on capacity expansion and new API development. Strategic backward integration is key to boosting margins and reducing supply chain risks. R&D investment will double in 15 months, strengthening the product pipeline.

Management is confident in delivering 20% revenue growth for FY26 with 20% EBITDA margins. They aim for 1.75 asset turnover in 2-3 years and aspire to be a global leader in anti-inflammatory APIs.