Supriya Lifescience Ltd (SUPRIYA)

Healthcare · Pharmaceuticals · NSE · Updated 30 September 2026

By StockFin Research TeamAI-Assisted AnalysisSource: BSE/NSE Filings

₹984.8↑ 36.23% (1Y)

🎯 Key Takeaways

Supriya Lifescience Ltd is in a high-growth phase, leveraging export-driven momentum and strategic capacity expansion to scale its pharmaceutical manufacturing footprint. Despite near-term margin pressures from operational headwinds, management maintains confidence in long-term profitability through new product launches and regulatory progress in key markets like Europe and North America.
Revenue declined 31.4% QoQ to ₹190 in Q1FY27.
⚠️ Reliance on exports (81% of revenue) exposes the company to global regulatory and geopolitical volatility, particularly in Europe and LATAM markets wh

Market Cap: ₹7,926
P/E Ratio: 40.0
P/B Ratio: 6.62
ROE: 16.6%
ROCE: 22.4%
Debt/Equity: 0.00
Div Yield: 0.10%
Promoter: 68.3%

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📖 The Story

Supriya Lifescience Ltd is in a high-growth phase, leveraging export-driven momentum and strategic capacity expansion to scale its pharmaceutical manufacturing footprint. Despite near-term margin pressures from operational headwinds, management maintains confidence in long-term profitability through new product launches and regulatory progress in key markets like Europe and North America.

📰 What's Happening

In Q1 FY27 (August 2026 filing), revenue grew 31% YoY to ₹190 crores, driven by exports (81% of revenue), though EBITDA declined 8.1% to ₹47 crores due to water shortages and solar cost pressures. Management reaffirmed FY27 revenue guidance of ₹1,000 crores and projected EBITDA margins of 33-35%, citing progress on new product launches (anesthetic liquids, ADHD drugs) and ₹200 crore capex at Patalganga. Earlier, in Q1 FY27 (August 13 filing), revenue was ₹1,897.5 million with PAT down 30.9% YoY to ₹240.4 million amid margin compression to 25% from 35.6%. The company also disclosed plans for six EU dossiers and capacity expansions at Lote and Isambe. A final dividend of Re. 1/share was declared (record date: September 4, 2026), and shareholders approved Whole Time Director Balasaheb Sawant’s re-appointment for three years (99.69% votes in favor, August 22, 2026 filing).

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Revenue	145	200	206	277	190
Operating Profit	45	66	65	89	39
OPM %	31.2%	33.0%	31.6%	32.2%	20.3%
Net Profit	35	50	50	74	24
EPS	₹4.32	₹6.27	₹6.17	₹9.22	₹2.99

Revenue growth has accelerated, rising from ₹145 crores (Q2 FY25) to ₹190 crores (Q1 FY26), with OPM holding steady around 20-33% before compressing to 20.3% in Q1 FY26. PAT declined sharply to ₹24 crores in Q1 FY26 from ₹74 crores in Q4 FY26, reflecting margin pressure despite top-line growth. This trend aligns with management’s disclosure of EBITDA margin decline to 25% due to external cost factors, even as they maintain long-term margin guidance of 33-35%. The disconnect between revenue expansion and profitability highlights operational volatility, though cash reserves remain stable at ₹150 crores.

🔮 Management Outlook & What's Next

Management has reaffirmed FY27 revenue guidance of ₹1,000 crores and projected EBITDA margins of 33-35% (August 18, 2026 filing), citing new product launches and capacity expansion as growth drivers. They also noted the postponement of Q2 shutdown to avoid production disruption and highlighted advancement in regulatory approvals for key markets. Earlier, they emphasized planned product launches in anesthetic and ADHD segments and filing of six EU dossiers during the fiscal year (August 13, 2026 filing). No specific forward guidance was provided beyond FY27 targets.

Extracted from official company announcements. Not StockFin.ai's opinion.

🏦 Balance Sheet (₹ Cr)

Item	Mar 2025	Mar 2025	Mar 2026	Mar 2026
Equity Capital	16	16	16	16
Reserves	981	890	1,182	1,066
Borrowings	0	6	5	5
Total Liabilities	1,112	1,012	1,357	1,203
Fixed Assets	453	305	688	456
Investments	63	72	99	57
Total Assets	1,112	1,012	1,357	1,203

The balance sheet shows a strong equity base of ₹16 crores and growing reserves, rising from ₹981 crores (March 2025) to ₹1,182 crores (March 2026), indicating retained earnings accumulation. Borrowings remain minimal at ₹5 crores, suggesting a conservative capital structure. Total assets increased to ₹1,357 crores from ₹1,203 crores, reflecting investments in operations and likely greenfield projects. Capex of ₹16.58 crores in Q1 FY27 was directed toward Patalganga greenfield facility, consistent with long-term expansion plans without over-leveraging the balance sheet.

💰 Cash Flow Statement (₹ Cr)

Item	Mar 2025
Operating	+165
Investing	-152
Financing	-8
Net Cash Flow	+4

👥 Shareholding Pattern

Category	Q2FY26	Q3FY26	Q4FY26	Q1FY27
Promoters	68.3%	68.3%	68.3%	68.3%
FII	5.5%	5.2%	5.2%	6.2%
DII	5.2%	5.0%	5.7%	5.3%
Public	16.8%	16.7%	16.2%	16.0%
# Shareholders	87,912	85,099	81,161	82,082

Promoter holding remains stable at 68.3% across all quarters, indicating confidence in long-term prospects. FII ownership has slightly declined from 5.46% (Q2 FY26) to 6.19% (Q1 FY27), while DII increased marginally from 5.01% to 5.3%. Public holding rose from 16.22% to 15.98%, with the number of shareholders growing from 81,161 to 82,082, suggesting broadening retail interest. No significant dilution or pledging signals are evident.

⚖️ Peer Comparison — Pharmaceuticals

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
SUNPHARMA	4.46 L Cr	36.9	18.7%	—	0.05
DIVISLAB	2.52 L Cr	86.0	23.0%	—	0.00
TORNTPHARM	1.87 L Cr	78.4	15.1%	—	1.76
ZYDUSLIFE	1.19 L Cr	26.6	16.8%	—	0.43
CIPLA	1.12 L Cr	33.1	13.2%	—	0.01
LAURUSLABS	1.09 L Cr	99.3	20.8%	—	0.45
DRREDDY	1.04 L Cr	32.3	10.1%	—	0.17
MANKIND	1.01 L Cr	49.3	13.9%	—	0.38
AUROPHARMA	97,987	26.6	12.8%	—	0.20
LUPIN	94,190	16.6	27.9%	—	0.26

🔗 Peer Stock Analyses

SUNPHARMA DIVISLAB TORNTPHARM ZYDUSLIFE CIPLA

⚠️ Risk Factors

1. Reliance on exports (81% of revenue) exposes the company to global regulatory and geopolitical volatility, particularly in Europe and LATAM markets where approval timelines may delay revenue realization. 2. Persistent margin pressure from external factors like water shortages and solar cost inflation could constrain profitability despite long-term margin targets. 3. Capex intensity in greenfield projects may strain cash flows if timelines slip or returns are delayed, though current reserves are sufficient for near-term needs.

📋 Recent Filings

🧠 Analyst's Read

Supriya Lifescience is executing a clear expansion strategy anchored in export growth and regulatory advancement, but near-term profitability remains vulnerable to operational and cost headwinds. Investors should monitor margin recovery trends and progress on new product commercialization in key markets as near-term catalysts.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-09-30.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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