Shilpa Medicare Ltd
Shilpa Medicare Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Biologics segment is gaining good traction with multiple licensing opportunities and CDMO contracts contributing to future revenue growth. EBITDA margins of 26%-27% are sustainable, with opportunities to improve further (Page 16).
From Shilpa Medicare Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Biologics segment is gaining good traction with multiple licensing opportunities and CDMO contracts contributing to future revenue growth. (Page 13, 19)
- Top 3 revenue generators next financial year expected to be Nilotinib, Axitinib, and CDMO products. (Page 18)
- Oncology API business expected to improve from Q1 FY'26, with ramp-up in supplies to partners like Intas. (Page 14, 15)
- Non-oncology business set for growth by replacing old products with high-margin molecules like UDCA and NorUDCA from Q1 FY'26. (Page 14)
- Licensing income from multiple pipeline molecules will continue as a major revenue driver alongside formulation sales. (Page 9, 16, 17)
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Profitability & Margins
See what Shilpa Medicare Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex for nine months ending December 2024 was INR 173 crores, mainly for the albumin facility under development (Page 8).
- The albumin facility, for recombinant human albumin (a New Biological Entity), is in material generation phase with Phase III human studies planned to start in Q1 FY '26 (Page 7).
- The company is focusing on building capacity and capabilities in biologics and CDMO segments, including fermentation-based CDMO projects and ADC (antibody-drug conjugate) development (Pages 7, 18).
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Shilpa Medicare Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Shilpa Medicare has a very strong order book in formulations across Europe, US, and other global markets, supported by multiple product registrations and approvals from previous years.
- The company has ongoing supply commitments, including a launch order for 5 million tablets under the Unicycive partnership for a CDMO project, with formulation supplies planned for Q1/Q2 FY '26.
- For the specialty polymer segment, Shilpa received a ~$4 million single purchase order from an Indian partner, with supplies expected to complete in Q1 FY '26, followed by anticipated repetitive orders.
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Shilpa Medicare Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹437 Cr, net profit ₹108 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Shilpa Medicare Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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Frequently Asked Questions
What were Shilpa Medicare Ltd Q3 FY25 results?
Biologics segment is gaining good traction with multiple licensing opportunities and CDMO contracts contributing to future revenue growth. EBITDA margins of 26%-27% are sustainable, with opportunities to improve further (Page 16).
What is Shilpa Medicare Ltd share price analysis?
Shilpa Medicare Ltd currently shows a neutral. The stock trades at a P/E of 49.6 with a market cap of ₹14,116 Cr. Investors should review the full earnings analysis for detailed insights.
Is Shilpa Medicare Ltd planning capital expenditure?
Capex for nine months ending December 2024 was INR 173 crores, mainly for the albumin facility under development (Page 8).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.