BSECompany Update4d ago · 3 Aug 2026, 03:18 pm

Senores Pharmaceuticals Limited has informed the Exchange regarding Transcript of Earnings Conference Call held on Monday, July 27, 2026 for Q1FY27.

Senores Pharmaceuticals Ltd · 544319

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Senores Pharmaceuticals Limited has announced its Q1FY27 earnings conference call transcript, highlighting a healthy performance despite an uncertain operating environment. The company's diversified business portfolio and operational excellence enabled it to deliver consistent business performance and reinforce its long-term growth trajectory.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk3/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Senores Pharmaceuticals Ltd - 544319 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Date: August 03, 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.: Transcript of the Earnings Conference Call – Q1FY27 Dear Sir/Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in continuation to our intimations dated July 21, 2026 and July 27, 2026, please find enclosed the transcript of the Earnings Conference Call for the Q1FY27, held on Monday, July 27, 2026 at 05:15 P.M. (IST). 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. Thanking you. For Senores Pharmaceuticals 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 “Senores Pharmaceuticals Limited Q1 FY27 Earnings Conference Call” July 27, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recording uploaded on the stock exchange on 27th July 2026 will prevail. MANAGEMENT: MR. SWAPNIL SHAH – PROMOTER AND MANAGING DIRECTOR – SENORES PHARMACEUTICALS LIMITED MR. SANJAY MAJMUDAR – CHAIRMAN – SENORES PHARMACEUTICALS LIMITED MR. DEVAL SHAH – WHOLE-TIME DIRECTOR AND CHIEF FINANCIAL OFFICER – SENORES PHARMACEUTICALS LIMITED MODERATOR: MS. PAYAL SHAH – DAM CAPITAL ADVISORS Page 1 of 17 Senores Pharmaceuticals Limited July 27, 2026 Moderator: Ladies and gentlemen, good day and welcome to Senores Pharmaceuticals' Q1 FY27 Earnings Conference Call, hosted by DAM Capital Advisors. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing '*' then '0' on your touchtone phone. Please note that this conference is being recorded. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantee of future performance and involve risks and uncertainties that are difficult to predict. I now hand the conference over to Ms. Payal Shah from DAM Capital. Thank you and over to you, Payal. Payal Shah: Good evening, everyone and a warm welcome on behalf of DAM Capital Advisors to the Q1 FY27 earnings call of Senores Pharmaceuticals. On the call today, we have Mr. Swapnil Shah, Promoter and Managing Director; Mr. Sanjay Majmudar, Chairman; and Mr. Deval Shah, Whole-time Director and Chief Financial Officer of Senores Pharmaceuticals. We will begin the call with opening remarks from the management followed by a Q&A session. Thank you and over to you, sir. Swapnil Shah: Thank you. Good evening, everyone. Thank you for joining us on Senores Pharmaceuticals Limited's Q1 FY27 earnings conference call. We have uploaded our result, press release and investor presentation on the stock exchanges and company's website. I hope everybody has had the opportunity to go through the same. Building on the strong momentum from the previous year and driven by our well-defined strategic priorities and disciplined execution, we delivered a very healthy performance in the first quarter of FY27. Our continued focus on operational excellence, consistent execution, and sustained momentum across key growth areas supported by our diversified business portfolio enabled us to deliver a healthy performance despite an uncertain operating environment. The diversity of our presence across industry verticals, geographies, continues to strengthen our resilience to market volatility while supporting consistent business performance and reinforcing our long-term growth trajectory. Among shifting market conditions, we have continued to deliver on our stated commitments through disciplined execution, operational excellence, and relentless focus on our growth. Our ability to consistently execute across functions while maintaining financial discipline reflects the resilience of our business model, the credibility of our long-term strategy, and the execution-driven culture that is deeply embedded across Senores. This has enabled us to navigate market uncertainties effectively, capitalize on emerging opportunities and continue creating sustainable value for our stakeholders. Page 2 of 17 Senores Pharmaceuticals Limited July 27, 2026 As we enter the next phase of growth, we remain confident in our ability to sustain this momentum, strengthen our competitive positioning and deliver consistent profitable growth over the long term. Our confidence is supported by several structural growth drivers that continue to strengthen our business fundamentals. We have built a very robust and differentiated business model, expanded and upgraded our manufacturing footprint to support future demand and unique products, strengthened our R&D capabilities to accelerate product development and enhance our innovation engine. These investments are creating a scalable platform that positions us well to capture emerging opportunities across markets. Our proven ability to identify niche opportunities, develop differentiated products and navigate complex regulatory pathways paired with a diversified portfolio and expanding global presence gives us a sustainable edge. As healthcare systems seek distinct solutions, we are positioned to outperform industry growth. With a strong foundation, unique capabilities, and a clearly defined growth map, we are well- positioned to sustain our growth momentum and deliver another year of strong performance in FY27 and beyond. Based on the current business outlook and execution visibility, we expect the revenue growth of approximately 30% to 40% and PAT growth for about 50% to 60% for FY27, with a similar growth trajectory expected to continue thereafter. This confidence is underpinned by robust product pipeline with strong visibility of commercial launches over the coming quarters. Speaking about segmental performance, our regulated market business delivered strong performance in Q1 FY27, registering a robust 36% (Actual growth is 42%. Mistakenly mentioned as 36% on the call.) year-over-year revenue growth. This was driven by the continued expansion of our product portfolio, differentiated sales and distribution channels. Through a balanced blend of in-house development and targeted acquisitions, we have strategically strengthened our ANDA approved portfolio and new product pipeline. Over the past 12 months, we have nearly doubled our portfolio expanding from 30 ANDAs as of June 2025 to about 58 ANDAs approved ANDAs as of June 2026, out of which 23 ANDAs have been commercialized as we speak. Of the 35 ANDAs planned for commercialization over the next 18 to 20 months, we have already completed key building blocks required for successful execution. Our go-to-market strategy has been finalized, marketing partnerships have been established, and manufacturing plants have been aligned with the necessary production capacities to support these timely launches. This level of readiness provides us with strong visibility on execution and positions us to accelerate product launches in line with market opportunities. We believe this proactive planning combined with our integrated development and manufacturing capabilities will enable us to maximize the potential of pipeline while driving sustainable growth and strengthening our [Showing first 8,000 characters — download PDF for full document]