Shilpa Medicare Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Shilpa Medicare reported record Q4 FY26 revenue of INR439 Cr (+30% YoY) and EBITDA of INR121 Cr (+40% YoY, 28% margin). FY26 revenue hit INR1,549 Cr (+18%) with PAT up 135%. The company is building a diversified platform across complex APIs, specialty formulations, biologics, and ADCs. Management sees a clear path to sustainable growth and stronger margins as new products like NorUDCA and Aflibercept (FY27 launch) gain traction. Biologics CDMO and licensing are key FY27 growth drivers. Management remains confident in monetizing investments and future performance.