SMS Pharmaceuticals Ltd
SMS Pharmaceuticals Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #40 of 83 in Pharmaceuticals & Biotechnology
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What the Q4 FY26 call signalled
2 of 3 strong
The short version
FY27 revenue growth guidance is 15%, adopting a prudent approach due to geopolitical uncertainties impacting logistics and supply chains. FY27 revenue growth guidance is 15%, with a conservative outlook due to geopolitical uncertainties; potential to exceed if environment stabilizes.
From SMS Pharmaceuticals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 revenue growth guidance is 15%, adopting a prudent approach due to geopolitical uncertainties impacting logistics and supply chains.
- If external environment stabilizes, growth could exceed current guidance thanks to strong product opportunities.
- Targeted long-term growth rate is 20%-25% annually post-FY27.
- Installed capacity to increase to 800 metric tons per month by FY27-end; high utilization expected by FY28, supporting volume growth.
- Continued focus on expanding product portfolio including 4-5 new APIs and brownfield expansion expected to contribute significantly from FY28 onwards.
- Backward integration (notably ibuprofen) to improve margins and sales sustainability.
2 more points from SMS Pharmaceuticals Ltd's call on revenue
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Profitability & Margins
See what SMS Pharmaceuticals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Ongoing brownfield expansion project with a planned investment of approximately INR 280 crores; INR 130 crores already invested.
- Expansion includes building a dedicated block for 4-5 new high-margin APIs to support commercialization.
- Increasing ibuprofen backward integration capacity from 500 to 800 metric tons per month; current capacity utilization around 80%.
- Capex work expected to be completed by March FY27; incremental revenues anticipated from FY28.
- Focus on backward integration to improve margins and stabilize supply, especially for key products like ibuprofen.
2 more points from SMS Pharmaceuticals Ltd's call on capex
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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
- There is mention of strong growth and high capacity utilization, particularly for anti-inflammatory APIs, with a significant portion of planned capacity already committed for the coming year.
- The company expects capacity utilization to reach a high level by FY28 after completion of capex in FY27.
- New product filings and expansions (including 12 DMFs filed in FY26 and plans for 10 filings in FY27 and FY28 each) indicate a healthy pipeline for future orders.
- Joint venture products are being developed and expected to commercialize within the financial year, supporting new order inflows.
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
- Balaxi Pharmaceuticals Ltd (Q4 FY26)
Q4 FY26 consolidated revenue: ₹70.71 crore, down 7.3% YoY from ₹76.27 crore in Q4 FY25 (Page 22). Key investor presentation takeaways from Balaxi Pharma's Q4 FY
- Accretion Pharmaceuticals Ltd (Q4 FY26)
45.89 crore, up 18.24% YoY (Page 28). Key investor presentation takeaways from Accretion Pharmaceuticals Ltd's Q4 FY26 investor presentation — and how it ranks
- Gujarat Themis Biosyn Ltd (Q4 FY26)
. Key investor presentation takeaways from Gujarat Themis Biosyn Ltd's Q4 FY26 investor presentation — and how it ranks against sector peers.
- Aptus Pharma Ltd (Q4 FY26)
The investor presentation reports quarterly revenue of ₹40.36 crore for Q4 FY2026. Key concall takeaways from Aptus Pharma Ltd's Q4 FY26 earnings call — and…
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were SMS Pharmaceuticals Ltd Q4 FY26 results?
FY27 revenue growth guidance is 15%, adopting a prudent approach due to geopolitical uncertainties impacting logistics and supply chains. FY27 revenue growth guidance is 15%, with a conservative outlook due to geopolitical uncertainties; potential to exceed if environment stabilizes.
What is SMS Pharmaceuticals Ltd share price analysis?
SMS Pharmaceuticals Ltd currently shows a below-average growth signal. 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?
Ongoing brownfield expansion project with a planned investment of approximately INR 280 crores; INR 130 crores already invested.
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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.