The pharmaceutical company posted a 56% year-on-year rise in net profit to ₹31 crore, while revenue increased 36% to ₹180 crore. EBITDA surged 87% to ₹54 crore, with EBITDA margin expanding sharply to 30% from 22% a year earlier.
Following the earnings announcement, shares of Senores Pharmaceuticals Ltd climbed to an intraday high of ₹1,443.70 before trimming gains. The stock was trading at ₹1,411.50, up 1.83%, in afternoon trade.
Regulated markets remain the key growth engine
The company’s regulated markets business continued to lead growth during the quarter, with revenue from the segment rising 42% year-on-year.
Management attributed the performance to continued portfolio expansion and differentiated sales and distribution channels. Senores nearly doubled its approved ANDA portfolio over the past year, increasing it from 30 approved ANDAs in June 2025 to 58 approvals by June 2026, of which 23 products have already been commercialised.
The company said it has adopted a balanced strategy of combining in-house product development with targeted acquisitions to strengthen its presence in regulated markets.
Meanwhile, the emerging markets business also maintained healthy momentum, recording around 30% year-on-year revenue growth during the quarter. The segment delivered an EBITDA margin of approximately 14%, supported by a greater focus on niche products and streamlined go-to-market strategies. Management added that the emerging markets business has now turned cash-flow positive.
Expansion plans underpin FY27 outlook
Senores also highlighted the strategic importance of its recently added USFDA-approved manufacturing facility in Baroda, which is expected to improve scalability and support faster product launches in regulated markets.
The facility is also expected to enhance operating leverage, strengthen margins and create additional opportunities in the contract development and manufacturing (CDMO) and contract manufacturing (CMO) businesses. Production has already been ramped up at the Apnar facility, with full-scale expansion expected over the next 12 to 18 months.
Managing Director Swapnil Shah said the company delivered healthy growth despite a challenging operating environment, supported by clearly defined strategic priorities and continued execution across key markets.
Looking ahead, Senores maintained an optimistic outlook for FY27, citing a differentiated product portfolio, a strong pipeline of commercial launches and improved execution visibility. Management said it expects strong revenue growth and expanding profitability over the remainder of the financial year, underpinned by continued portfolio additions and increasing scale in both regulated and emerging markets.
