BSECompany Update2d ago · 27 Jul 2026, 03:55 pm
Senores Pharmaceuticals Limited has informed the exchange regarding Investor Presentation for Q1FY27
Senores Pharmaceuticals Ltd · 544319
✦ AI Summary▲ PositiveResults
Senores Pharmaceuticals Ltd has released its Q1FY27 investor presentation, highlighting a 36% YoY revenue growth, 87% YoY EBITDA growth, and a 800 bps margin expansion. The company has also scaled up its owned ANDAs and corresponding ANDA products, with a robust pipeline of 39 molecules and 119 unique strengths.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10
✦ Ask a Question
Ask anything about this announcement — AI will answer based on the filing content.
Full Announcement
Senores Pharmaceuticals Ltd - 544319 - Announcement under Regulation 30 (LODR)-Investor Presentation
Attachments (1)
📄pdf
Download →
905eda76-56fe-4da9-baeb-efee22167225.pdf
View document text
Date:
July 27, 2026
To, To,
Sr. General Manager Sr. General Manager
BSE Limited National Stock Exchange of India Limited
Listing Department Listing Department
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 Q1FY27
Dear Sir/Madam,
In terms of Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure
Requirements) Regulations, 2015 and our intimation dated July 21, 2026 regarding the Earnings
Conference Call, we enclose herewith the Investor Presentation for Q1FY27.
The aforesaid information is also being hosted on the Company's website at www.senorespharma.com.
You are requested to take the same on record.
TFohra nSkeinnogr yeosu P. harmaceuticals Limited
Deval Rajnikant Shah
Whole Time Director & CFO
DIN: 00332722
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
July 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
Q1 FY27
Private & Confidential
Key Highlights Q1FY27
• Consistently delivering robust performance with Revenues for Q1FY27
growing by 36% Y-o-Y
• Strong revenue growth delivered in Regulated & Emerging markets with
revenue growth of 42% & 30% respectively on a Y-o-Y basis
• EBIDTA for Q1FY27 grew by 87% with margin expansion of ~800 bps on a
Y-o-Y basis
• Robust addition in approved and pipeline products providing high growth
visibility for years to come
• Steady focus on manufacturing & cost efficiency enabling sustainable
margin growth & expansion
• Robust & diversified business model supported by Strong & Experience
AmerisynLLC
management team (A subsidiary of Senores
Pharmaceuticals Inc.)
Regulated Market Owned Product Portfolio & Visibility
Owned ANDAs Corresponding ANDA Products* Huge Opportunity
Q1FY26 Q1FY27 Q1FY26 Q1FY27
58 187
Approved ANDAs 30 70
Scaled up Own ANDAs by 2x and
Corresponding ANDA products by
nearly 2.5x over the past 12
months
23 51
Commercialized
12 24
ANDAs
35 ANDAs with Corresponding
35 136 136 ANDA Productsto be
18 46
Yet To Launch launched with our target share
of USD 740 mn+ (gross)
ANDAs Under 39 119 Robust Pipeline under
31 57
development of 39 molecules
Pipeline
with 119 unique strengths
*ANDA Products represents individual strengths associated with an ANDA 5
CDMO / CMO & Emerging Market Opportunity
Products Corresponding ANDA Products* Huge Opportunity
Q1FY26 Q1FY27 Q1FY26 Q1FY27
CDMO/CMO business focused on
specialty, government supplies
CDMO/ CMO and controlled substances.
16 34
Commercialized 15 27 Uniquely positioned in USA &
Products India to provide end-to-end
solutions from development to
commercialization.
37 120 Significantly enhances efficiency,
CDMO / CMO
15 53
scale & utilization, leading to
Pipeline Products
better operating leverage.
Approved Products Products under Registration
Significant expansion of the
513 942 Approved and Pipeline product
450 478 824 858 904
portfolio across 40+ countries
Emerging Markets 394 719
308 creating a strong runway for
Portfolio
future growth.
Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27
Regulated Markets Emerging Markets *ANDA Products represents individual strengths associated with an ANDA 6
Consolidated Financial Highlights – Q1 FY27
Revenue (₹ Crs) EBITDA (₹ Crs) PAT (₹ Crs)
36% 87% 56%
180.2 53.8 30.7
132.6
19.7
28.8
Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27
Gross Margin (%) EBITDA Margin (% ) PAT Margin (%)
+980 bps +810 bps +220 bps
63.5% 29.8% 17.0%
53.7% 14.9%
21.7%
Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27
Segmental Financial Highlights – Q1 FY27
Segment Revenue (₹ Crs) Q1FY27 Q1FY26 Y-o-Y FY26 FY25 Y-o-Y
Regulated Markets 127.8 90.1 41.9% 427.4 244.8 74.6%
Emerging Markets 37.6 29.0 29.6% 145.0 121.2 19.7%
Branded Generics 8.0 8.2 -2.4% 40.0 8.2 385.3%
Others (Incl. API Sales) 6.8 5.2 29.2% 20.3 36.2 -43.9%
Total Revenue 180.2 132.6 35.9% 632.6 410.4 54.1%
• Regulated Markets - EBIDTA Margin for Q1 FY27 stood at ~40%. Regulated Markets contributed to 71% of total revenue in Q1FY27
• Emerging Markets - EBIDTA Margin for Q1 FY27 stood at ~14%. Emerging Markets contributed 21% of total revenue in Q1FY27
Consolidated Profit & Loss Account – Q1 FY27
Consolidated P&L (₹ Crs) Q1 FY27 Q1 FY26 Y-o-Y FY26 FY25 Y-o-Y
Revenue from Operations 180.2 132.6 35.9% 632.6 410.3 54.2%
Cost of Goods Sold 65.7 61.4 251.7 180.7
Gross Profit 114.5 71.3 60.6% 381.0 229.6 65.9%
Gross Margin (%) 63.5% 53.7% 980 bps 60.2% 56.0% 420 bps
Employee Cost 29.9 21.7 112.3 60.4
Other Expenses 30.8 20.8 100.4 67.5
EBITDA 53.8 28.8 87.0% 168.3 101.8 65.3%
EBITDA Margin (%) 29.8% 21.7% 810 bps 26.6% 24.8% 180 bps
Other Income 2.8 8.7 47.1 7.2
Depreciation 9.9 6.0 31.3 16.8
Finance Cost 7.2 5.0 25.0 21.6
PBT 39.5 26.5 48.9% 159.1 70.6 125.3%
Tax Charge / (Credit) 9.0 5.3 37.6 12.2
Profit after Tax 30.4 21.2 43.7% 121.5 58.3 108.4%
PAT Margin (%) 16.9% 16.0% 90 bps 19.2% 14.2% 500 bps
Minority Interest -0.3 1.5 6.2 -0.2
Profit a
[Showing first 8,000 characters — download PDF for full document]