NSEInvestor Presentation3d ago · 29 Oct 2026, 02:47 pm
Investor Presentation
Senores Pharmaceuticals Limited · SENORES
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Senores Pharmaceuticals Limited has informed the Exchange about Investor Presentation for Q2 & H1FY27, highlighting strong revenue and EBITDA growth, with a robust pipeline of products and visibility for future growth.
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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact9/10
Market Sentiment8/10
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Full Announcement
Senores Pharmaceuticals Limited has informed the Exchange about Investor Presentation
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Date: October 29, 2026
To, To,
Sr. General Manager Sr. General Manager
Listing Department Listing Department
BSE Limited National Stock Exchange of India Limited
Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G
Dalal Street Bandra Kurla Complex
Mumbai – 400 001 Bandra (E), Mumbai – 400 051
BSE Scrip Code: 544319 NSE Symbol: SENORES
Sub.: Investor Presentation for Q2 & H1FY27
Dear Sir/Ma’am,
In terms of Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure
Requirements) Regulations, 2015 and our intimation dated October 22, 2026 and October 23, 2026
regarding the Earnings Conference Call, we enclose herewith the Investor Presentation for Q2 & H1FY27.
The aforesaid information will be hosted on the Company's website at www.senorespharma.com.
You are requested to take the same on record.
Thanking you.
For Senores Pharmaceuticals Limited
Shilpa Sharma
Company Secretary & Compliance Officer
Membership Number: A34516
Enclosure: As above
Senores Pharmaceuticals Limited
1101 to 1103, 11th Floor, South Tower, One42, Opp. Jayantilal Park,
Ambali Bopal Road, Ahmedabad-380054, Gujarat, India
P: +91 79 2999 9857 | E: info@senorespharma.com
W: www.senorespharma.com | CIN No.: L24290GJ2017PLC100263
Investor
Presentation
October 2026
Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Senores Pharmaceuticals 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 omissionfrom,this Presentation is expressly excluded.
Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are
individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to
known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the
performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide,
competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological
implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market
risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from
results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this
Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and
the Company is not responsible forsuch third-party statements and projections.
All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of
accuracy, timeliness or completeness.
Financial & Operational
Highlights
Q2 & H1FY27
Private & Confidential
Key Highlights – Q2 & H1FY27
Consistently strong delivery
REVENUE GROWTH EBITDA GROWTH EBITDA MARGIN EXPANSION CASH FROM OPERATIONS
25% 30% 38.4% 58.2% ~290 ~530 ₹38 ₹31
bps bps Cr Cr
Q2 FY27 H1 FY27 Q2 FY27 H1 FY27 Q2 FY27 H1 FY27 H1 FY27 H1 FY26
Strong EBITDA growth even while investing for the future
Q2 and H1 FY27 EBITDA grew 38.3% and 58.2% despite investments in Apnar (last 6 months) and ongoing investments in Zoraya & Amerisyn
(revenues to ramp up over the next 12 months). Excluding these investments, which will reap future benefits, EBITDA growth would have been much
higher.
What drives the H2 outlook Senores group companies
INDIA
Robust approved & pipeline products
Strong growth visibility – H2 expected to be considerably better than H1
owing to anticipated launches
R&D intensity at 11% of revenue
R&D expenses stood at 11% of revenue in H1 FY27
Forward integration
Zoraya and Amerisyn to begin contributing to revenues from H2 FY27 AmerisynLLC (A subsidiary of Senores
Pharmaceuticals Inc.)
Regulated Market Owned Product Portfolio & Visibility
Owned ANDAs Corresponding ANDA Products* Key Highlights
Q2FY26 Q2FY27 Q2FY26 Q2FY27
64 207
Approved ANDAs 34 81
• Commercialized 3 new strengths
in Q2FY27 under existing ANDAs,
including 2 being sold in the US
for the first timeby any company.
Commercialized 23 54 • Received approvalfor 1 ANDA
16 32
and 3 sANDA’sin Q2FY27.
ANDAs
• 41 ANDAs with Corresponding 153
ANDA Products* to be launched
• Expecting 13 ANDAs with 41
ANDAs Yet To 41 153 strengths to be commercialized in
18 49
government channel in H2FY27.
Launch
• Robust Pipeline of 41 molecules
with 130 unique strengths under
development.
Molecules Under 41 130
35 70
Development
*ANDA Products represents individual strengths associated with an ANDA 5
CDMO / CMO & Emerging Market Opportunity
Regulated Markets ANDAs Corresponding ANDA Products* Huge Opportunity
Q2FY26 Q2FY27 Q2FY26 Q2FY27
CDMO/CMO business focused on
specialty, government supplies
CDMO/ CMO and controlled substances.
19 46
Commercialized 16 32
Uniquely positioned in USA &
Products India to provide end-to-end
solutions from development to
commercialization.
CDMO / CMO 34 108 Commercialized3 more partner
13 45
ANDAs and 12 Strengths in
Pipeline Products
Q2FY27
Significantly enhances efficiency,
scale & utilization, leading to
better operating leverage.
Approved Products Products under Registration
558 942 944
513 858
478 824
Emerging Markets 450 Significant expansion of the
Approved and Pipeline product
Portfolio
portfolio across 40+ countries
creating a strong runway for
future growth.
Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27
*ANDA Products represents individual strengths associated with an ANDA
Consolidated Financial Highlights – Q2 & H1FY27
Revenue (₹ Crs) EBITDA (₹ Crs) PAT (₹ Crs)
+30% +58% +31%
372.5 111.4 67.0
286.5 22% 51.3
25% 38%
70.4
36.6
192.3 57.7
30.1
153.9
41.7
Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q2 FY27 H1 FY26 H1FY27
Gross Margin (%) EBITDA Margin (% ) PAT Margin (%)
+250 bps +580 bps +290 bps +530 bps
+10 bps
-60 bps
62.9 65.4 64.5 30.0% 29.9% 19.6% 19.0%
58.7 27.1% 17.9% 18.0%
24.6%
Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 Q1 FY26 Q1 FY27 H1 FY26 H1 FY27
Segmental Financial Highlights – Q2 & H1FY27
Segment Revenue (₹ Crs) Q2FY27 Q2FY26 Y-o-Y H1FY27 H1FY26 Y-o-Y
Regulated Markets 136.7 106.9 27.9% 264.5 196.9 34.3%
Emerging Markets 38.4 31.7 21.2% 76.0 60.7 25.3%
Branded Generics 9.5 11.9 -20.5% 17.5 20.2 -13.4%
Others 7.8 3.4 126.2% 14.6 8.7 67.2%
Total Revenue 192.3 153.9 24.9% 372.5 286.5 30.0%
• Regulated Markets - EBIDTA Margin for H1 FY27 stood at ~42%. Regulated Markets contributed to 71% of total revenue in H1FY27
• Emerging Markets - EBIDTA Margin for H1 FY27 stood at ~9%. Emerging Markets contributed 20% of total revenue in H1FY27
Consolidated Profit & Loss
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