NSEInvestor Presentation4d ago · 28 Oct 2026, 08:07 pm
Investor Presentation
Sudeep Pharma Limited · SUDEEPPHRM
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Sudeep Pharma Limited has announced its Q2FY27 results, with revenue growing 21% year-on-year to Rs 196.7 crore and EBITDA increasing 32% to Rs 73.2 crore.
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Earnings Impact8/10
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Governance Concern1/10
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Market Sentiment8/10
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Sudeep Pharma Limited has informed the Exchange about Investor Presentation
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Date: 28th October 2026
National Stock Exchange of India Limited BSE Limited Phiroze Jeejeebhoy Towers
Exchange Plaza, C-1, Block G Bandra Kurla Dalal Street, Mumbai – 400001
Complex, Bandra (E), Mumbai – 400051 Scrip Code: 544619
Scrip Symbol- SUDEEPPHRM
Sub: Q2FY27 - Result Presentation
Ref: Regulation 30 of the SEBI (LODR) Regulations, 2015 as amended from time to time
Dear Sir/Ma’am,
In continuation to our letter dated 21st October 2026 regarding intimation of Earnings Call of the
Company scheduled on Thursday, 29th October 2026 at 12:00 noon to discuss the operational
& financial performance of the Company for the quarter and half year ended on 30th September
2026, kindly find enclosed herewith Q2FY27 Result Presentation of the Company.
Copy of Q2FY27 Result Presentation is annexed herewith and is also hosted on our website
https://www.sudeeppharma.com/.
Kindly take the same on record.
Thanking You.
For Sudeep Pharma Limited
Dimple Mehta
Company Secretary & Compliance Officer
M. No.: F13184
ENCL: A/a
CIN: L24231GJ1989PLC013141
Registered Office: 129/1/A, G.I.D.C. Estate Nandesari, Baroda-391340, Gujarat, India.
Phone No.: +91 265 2840656, 7624095107
Corporate Office: 601, 602, 6th Floor, Sears Towers-2, Gotri-Sevasi Road, Sevasi, Vadodara-390021, Gujarat,
India Website: www.sudeeppharma.com, Email ID: mail@sudeepgroup.com
INVESTOR PRESENTATION
Sudeep Pharma
Limited
October 2026
Pharmaceutical Speciality Advanced
Delivering Products That Matter.
Excipients Ingredients Materials
Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sudeep Pharma Limited (the “Company”), have
been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any
securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of
securities of the Company will be made except by means of a statutory offeringdocument containing detailed information about the Company.
This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company
makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness,
fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the
information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly
excluded.
This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability,
which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking
statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations
in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract
and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government
policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any
announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements
made fromtime to time by or on behalf of the Company.
Sudeep Pharma Limited | Investor Presentation | Q2 & H1 FY27 2
Q2 & H1 FY27 Performance
Highlights
MD’s Message
We are pleased to report our highest-ever quarterly performance in Q2 FY27, with revenue growing 21% year-on-
year to Rs 196.7 crore and EBITDA increasing 32% to Rs 73.2 crore. This performance reflects healthy demand
across our Pharma, Food & Nutrition and Specialty Ingredients businesses, supported by a favourable product mix
and improved operating efficiencies, despite global uncertainties and elevated logistics costs.
Our Pharma, Food & Nutrition and Specialty Ingredients businesses continued to witness healthy demand across
key markets. Our value-added portfolio, particularly AbsorBis, sustained its growth momentum, driven by new
customer additions and continued progress in customer approvals.
A significant milestone during the quarter was the receipt ofFDA approval for our Nandesari greenfield facility.
With customer qualification processes underway, we expect commercial supplies to commence in H2 FY27,
further strengthening our manufacturing capabilities and access to regulated markets.
At Sudeep Advanced Materials (SAM), the Dahej project continues to progress as planned, with Phase 1 capacity
of 25,000 MTPA targeted for completion by March 2027. Beyond the announced phased expansion to
approximately 1,05,000 MTPA, we are also evaluating the potential to add a further 1,00,000 MTPA of capacity,
supported by encouraging customer engagement and the long-term growth opportunity in the LFP battery value
chain.
We remain focused on operational excellence, cost efficiencies and improving working capital discipline. Backed
by strong customer relationships, an expanding global presence and multiple growth initiatives, we are well
Mr. Sujit Bhayani
positioned to sustain our growth momentum and create long-term value for all stakeholders.
Managing Director
Sudeep Pharma Limited | Investor Presentation | Q2 & H1 FY27 4
Q2 & H1 FY27 Performance Highlights
Revenue from Operations* Rs. Cr. EBITDA* & Margin % Rs. Cr. PAT* & Margin % Rs. Cr.
34.1% 37.2% 34.5% 36.1% 28.7% 26.3% 27.1% 26.0%
355.0
287.6
128.1 92.4
78.0
99.3
196.7
162.7 73.2 51.8
46.8
55.5
Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27
Q2 +21% | H1 +23% YoY Q2 +32% | H1 +29% YoY Q2 +11% | H1 +18% YoY
Revenue Breakup % Geographical Breakup %
Q2FY26 56% 44% Q2FY26 63% 37%
Q2FY27 72% 28% Pharma & Food Nutrition Q2FY27 65% 35% Exports
Speciality Ingredients Domestic
H1FY26 60% 40% H1FY26 61% 39%
H1FY27 71% 29% H1FY27 72% 28%
*NSS has started contributing to the revenue from 22nd May 2025
Sudeep Pharma Limited | Investor Presentation | Q2 & H1 FY27 5
Key Highlights for the Quarter
Operational Highlights
• Delivered the highest-ever quarterly revenue of Rs 196.7 crore, registering 21% YoY growth
• Achieved highest-ever quarterly EBITDA of Rs 73.2 crore, growing 32% YoY.
• EBITDA margin improved to 37.2%, up approximately 70 bps YoY, supported by favourable product mix and operating efficiencies.
Segmental Highlights
• PFN contributed 72% of revenue, while Specialty Ingredients accounted for the remaining 28% of the total revenue
• AbsorBis continued to gain traction, supported by new customer additions and progress in Magnesium Bisglycinate approvals, positioning the
portfolio as a key growth driver over the next 2–3 years.
• NSS secured approvals from 5 customers, with a pipeline of approximately 12 projects, while focusing on improving its growth trajectory in FY28.
Other Developments
• Received FDA approval for the Nandesari facility with an annual capacity of 51,200 MT; commercial supplies expected to commence in H2FY27
• Dahej Phase 1 battery-grade iron phosphate facility (25,000 MTPA) progressing as planned, with completion targeted by March 2027 and commercial
operations from April 2027.
Sudeep Pharma Limited | Investor Presentation | Q2 & H1 FY27 6
Consolidated Profit & Loss Statement
Particulars (Rs. Crs)* Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY
Revenue from Operations 196.7 162.7 21% 355.0 287.6 23%
Cost of materials consumed 69.5 60.9 126.1 103.3
Employee Expenses 15.6 14.1 30.0 26.3
Other Expenses 38.3 32.2 70.8 58.7
EBITDA 73.2 55.5 32% 128.1 99.3 29%
EBITDA Margin (%) 37.2% 34.1% 36.1% 34.5%
Depreciation 5.4
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