SMS Pharmaceuticals Limited — Investor Meet, 30-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SMS Pharma delivered a strong FY26, with revenue climbing 13% to ₹887 Cr and EBITDA up 23% to ₹171 Cr, pushing margins to 20%. Q4 PAT stood at ₹33 Cr. Management is strategically investing in backward integration and expanding API capacity to 800 MT/month by FY27, targeting higher-margin products and aiming for 22% EBITDA margins. The company is cautiously guiding for 15% revenue growth in FY27 due to global supply chain issues, but sees potential for higher growth. Long-term strategy focuses on a robust product pipeline and operational excellence for sustainable growth.