SMS Pharmaceuticals Ltd
SMS Pharmaceuticals Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #40 of 83 in Pharmaceuticals & Biotechnology
See the sector's top 10 — free with your mobile number.
The short version
SMS Pharmaceuticals expects around 20% growth in revenue for FY '26, supported by strong demand and market share gains across key APIs. SMS Pharmaceuticals expects around 20% revenue growth and 20% EBITDA margin for FY '26.
From SMS Pharmaceuticals Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- SMS Pharmaceuticals expects around 20% growth in revenue for FY '26, supported by strong demand and market share gains across key APIs.
- Revenue from operations for H1 FY '26 grew 21% year-on-year to INR 438.4 crores.
- The company aims to scale Ibuprofen API production to 5,000 tons in FY '26, targeting around 450 tons per month.
- Backward integration and capacity expansions are expected to further improve gross margins and profitability in coming quarters.
- New capex of INR 280 crores is underway, targeting completion by November 2026, with anticipated revenue contributions from FY '28.
- Strong visibility on ARV segment growth is expected for the next three quarters due to tender awards.
2 more points from SMS Pharmaceuticals Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what SMS Pharmaceuticals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- SMS Pharmaceuticals has an ongoing capex program of INR 280 crores, slated for completion by November 2026.
- The capex aims to expand capacities for existing APIs and build capacities for new product pipelines.
- Included in the capex is an INR 30 crores outlay for land acquisition for a greenfield project.
- Investments have begun in R&D for peptide initiatives, targeting commercial operations to start in FY 2029.
2 more points from SMS Pharmaceuticals Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Pharmaceuticals & Biotechnology
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 SMS Pharmaceuticals Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from SMS Pharmaceuticals Ltd's call on order book
Create a free account to keep reading this call
SMS Pharmaceuticals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹238 Cr, net profit ₹21 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What SMS Pharma.'s management said in earlier quarters
- Q3 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
Others in Pharmaceuticals & Biotechnology this season
- Bajaj Healthcare Ltd (Q2 FY26)
For HYE (Half Year Ending) Sept 2025, Total Income reported is ₹299.28 crore. Key investor presentation takeaways from Bajaj Healthcare Ltd's Q2 FY26 investor p
- Infinium Pharma (Q2 FY26)
Revenue from Operations for H1FY26: Rs 84.05 crore, a 1% YoY increase from Rs 82.98 crore in H1FY25 (Page 22). Key investor presentation takeaways from Infinium
- Wanbury (Q2 FY26)
Q2FY26 Revenue from Operations: ₹160.06 Crore . Key investor presentation takeaways from Wanbury Ltd's Q2 FY26 investor presentation — and how it ranks against
- Balaxi Pharmaceuticals Ltd (Q2 FY26)
Revenue for Q2 FY26: ₹56.17 crore . Key investor presentation takeaways from Balaxi Pharma's Q2 FY26 investor presentation — and how it ranks against sector pee
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
SMS Pharmaceuticals Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were SMS Pharmaceuticals Ltd Q2 FY26 results?
SMS Pharmaceuticals expects around 20% growth in revenue for FY '26, supported by strong demand and market share gains across key APIs. SMS Pharmaceuticals expects around 20% revenue growth and 20% EBITDA margin for FY '26.
What is SMS Pharmaceuticals Ltd share price analysis?
SMS Pharmaceuticals Ltd currently shows a neutral. The stock trades at a P/E of 33.3 with a market cap of ₹3,414 Cr. Investors should review the full earnings analysis for detailed insights.
Is SMS Pharmaceuticals Ltd planning capital expenditure?
SMS Pharmaceuticals has an ongoing capex program of INR 280 crores, slated for completion by November 2026.
Keep SMS Pharmaceuticals Ltd on your radar — track it to get its next earnings analysis in your feed.
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.