Shilpa Medicare (SHILPAMED) — Announcement

📢 Key Event
Shilpa Medicare reported record Q1 FY27 revenue of ₹469 crores, up 43% YoY, with EBITDA at ₹139 crores (30% margin)

🔄 What Changed
Debt-to-EBITDA improved to 1.3x from prior period; ROCE increased to 12.5% from 8.8% in FY25

🔮 What's Next
Targeting INR800-1000 crores CDMO revenue; 3 NCE programs entering commercial phase next year

💡 Investor Takeaway
The company is prioritizing high-margin CDMO and Biologics growth while monetizing existing investments, with no new capex planned but strong pipeline momentum.

⚠️ Risks
Regulatory hurdles and global raw material price pressures affecting margins

Shilpa Medicare reported record Q1 FY27 revenue of ₹469 crores, up 43% YoY, driven by strong growth in high-margin Biologics and niche formulations, with EBITDA rising to ₹139 crores (30% margin). The company reduced debt to a 1.3x leverage ratio and improved ROCE to 12.5%, while advancing key product approvals including Nor-UDCA and biosimilars like Aflibercept. Management highlighted CDMO as a strategic growth engine targeting INR800-1000 crores revenue, supported by 25+ NCE programs and profit-sharing contracts, though no new capex is planned. Investors should note the focus on monetizing existing investments and scaling complex CDMO capabilities amid regulatory and raw material cost pressures.

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About Shilpa Medicare Limited (SHILPAMED)

Healthcare · Pharmaceuticals · Listed on NSE

Market Cap: ₹17,391.14 Cr P/E: 48.2 ROE: 12.5% ROCE: 13.4% Div Yield: 0.07%

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🔥 Also filed on 10 August 2026

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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