Shilpa Medicare Limited share price

NSE: SHILPAMED · ISIN INE790G01031

Key numbers

Market cap
₹ 19,821 Cr
Current price
₹ 1,013.45
52-week high / low
₹ 1,075 / 260
Stock P/E
66.6
Book value
₹ 132.5
Dividend yield
0.06%
ROCE
11.0%
ROE
9.8%
Debt to equity
0.25
Sales growth (3 yrs)
13.8%
Profit growth (3 yrs)
-
1-year return
149.5%

About Shilpa Medicare Limited

Shilpa Medicare Limited offers pharmaceutical ingredients (APIs), finished dosage formulations, biosimilars, and contract development and manufacturing organisation (CDMO) services in India, the United States, Europe, and internationally. The company offers various oncology and non-oncology APIs, such as anastrozole, acebrophylline, ambroxol hydrochloride, axitinib, azacitidine, abiraterone acetate, bendamustine HCL monohydrate, bicalutamide, bortezomib, busulphan, cabazitaxel amorphous, capecitabine, clofarabine, cyclophosphamide, dasatinib, decitabine, dimethyl fumarate, erlotinib HCL, enzalutamide, fingolimod hydrochloride, gemcitabine HCl, ibrutinib, imatinib mesylate, irinotecan HCl trihydrate, lenalidomide, lenvatinib mesylate, letrozole, and melphalan HCL. It also provides nifedipine, oxaliplatin, pazopanib, pemetrexed disodium hemipentahydrate, pemetrexed dipotassium nonahydrate, pirfenidone, pomalidomide, sodium cholesteryl sulfate, sorafenib tosylate, sunitinib malate, temozolomide, teriflunomide, thalidomide, tranexamic and zoledronic acid, phenylephrine, citicholine, palbocicilib, nilotinib, nintedanib, praziquintol, carmustine, elthrombopag olamine, abacavir sulphate,…

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales321370410437466
Operating profit92108114120136
Net profit474445108101
EPS (₹)2.401.122.365.515.16

Concall summary (2026-08-10)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • For the Nivolumab product, the India clinical study has already started, and we remain confident for launching this product in FY28 in India.
  • Going forward, we expect the tax rate to normalize at around 25% for the coming quarters.

Growth & demand

  • Overall, given existing and new pipeline launches, there is a strong likelihood of robust growth possibility in Formulation.
  • I'm really pleased to announce that we have delivered our highest - ever quarterly revenue and EBITDA for the fourth successive quarter, with our quarterly revenue at INR469 crores, reflecting a growth of 43% year-on-year, backed by healthy gross margin of 71% for the quarter.

Margins & costs

  • Our net debt-to-EBITDA was 6.7x and our ROCE was in single digit.
  • Today, we have net debt to EBITDA of 1.3x, a ROCE of double digit, a credit rating just upgraded to A A- and portfolio that no longer makes ingredients.

Capex & expansion

  • On capex side, we are doing large capital investment in peptide manufacturing capacity in India, which will have capability of manufacturing from start to end in solid -phase synthesis and block will complete commissioning by end of FY27.
  • On the capex front, we have spent about INR114 crores in the first quarter, and the capex is primarily funded through our internal accruals and deployed across our different businesses.

Balance sheet & cash

  • Three years ago, the honest answer was a solid hard - working API business, carrying a lot of debt.
  • And the -- given that we have a diverse set of capabilities, including biologics, including peptides and including CDMO, what is becoming cheaper or faster to develop because all these capabilities now exist in the ecosystem and we can leverage them in combination.

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