Senores Pharma to meet investors on May 28

0 min read     Updated on 22 May 2026, 04:57 PM
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Senores Pharmaceuticals Limited announced an investor conference scheduled for May 28, 2026, in Mumbai, hosted by 360 One Capital. The company confirmed that discussions will be based on publicly available information and no unpublished price sensitive information will be shared. The meeting is subject to changes due to exigencies.

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Senores Pharmaceuticals Limited has announced that its officials will attend an investor conference scheduled for May 28, 2026. The meeting is being conducted pursuant to Regulation 30(6) read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Meeting Details

The interaction is aimed at analysts and institutional investors. The company has specified that the discussions will be based solely on publicly available information. It explicitly stated that no unpublished price sensitive information (UPSI) is intended to be discussed during these interactions.

The schedule for the meeting is as follows:

Date & Time Hosted by Nature of Meeting Place Mode of Meeting
28th May, 2026
10:00 A.M. (IST)
onwards
360 One Capital Group / 1x1 Meetings Mumbai Physical

Additional Information

The company noted that changes to the schedule may occur due to exigencies on the part of the host or the company. The disclosure was made by Vinay Kumar Mishra, Company Secretary and Compliance Officer.

Historical Stock Returns for Senores Pharmaceuticals

1 Day5 Days1 Month6 Months1 Year5 Years
+0.14%+16.37%+24.03%+35.56%+115.78%+99.43%

What strategic updates or pipeline developments might Senores Pharmaceuticals highlight to institutional investors at the 360 One Capital-hosted conference?

How might increased institutional investor engagement through such conferences impact Senores Pharmaceuticals' stock liquidity and ownership structure going forward?

What are Senores Pharmaceuticals' near-term growth catalysts that could make this investor interaction particularly significant for the company's market valuation?

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Senores FY26 PAT Surges 108%; Targets 30-40% Revenue Growth

5 min read     Updated on 20 May 2026, 04:54 AM
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Senores Pharmaceuticals reported strong FY26 results with PAT growing 108% YoY to Rs 122 crores and revenue increasing 62% to Rs 664 crores. The company guided for 30-40% revenue growth and 50-60% profit growth in FY27, supported by an expanded ANDA pipeline and strategic acquisitions including Apnar Pharmaceuticals and Zoraya Pharmaceuticals.

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Senores Pharmaceuticals reported a strong financial performance for the year ended March 31, 2026, with significant growth in revenue and profitability across all key segments. The Board of Directors approved the audited consolidated and standalone financial results for the quarter and financial year ended March 31, 2026, at its meeting held on May 14, 2026. Subsequently, the company issued a corrigendum correcting certain segmental revenue figures, year-on-year growth rates, and prior year comparatives that contained a typing error in the original media release. The statutory auditors, M/s. Pankaj R. Shah and Associates, issued an unmodified opinion on the financial statements. In compliance with Regulations 30 and 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company also held an Earnings Conference Call with analysts, institutional investors, funds, and other investors on May 14, 2026, with the audio recording now available on the company's website at senorespharma.com/investor-meet/ . The company confirmed that no Unpublished Price Sensitive Information was shared or discussed during the call.

FY27 Outlook

Senores Pharmaceuticals has guided for a revenue growth estimate of 30-40% for FY27, along with approximately 50-60% profit growth for the same period. This forward-looking guidance reflects the company's confidence in sustaining its growth trajectory, backed by an expanding ANDA pipeline, new acquisitions, and strengthened market access across regulated and emerging markets.

FY26 Financial Performance

For the full year FY26, the company reported total income of Rs. 664 crores, a 62% year-on-year increase. EBITDA for FY26 stood at Rs. 200 crores, surging 96% year-on-year. Net profit after tax (PAT) for the year stood at Rs. 122 crores, marking a 108% year-on-year growth. Earnings per share (EPS) for the year increased to ₹26.39 from ₹16.12 in the prior year. Cash Flow from Operations for FY26 stood at Rs. 75 crores, showing significant improvement over the previous year.

Q4FY26 Highlights

The fourth quarter of FY26 also demonstrated robust momentum. Total income for Q4FY26 reached Rs. 190 crores, up 58% year-on-year. EBITDA for the quarter surged 144% year-on-year to Rs. 62 crores. PAT for Q4FY26 rose to Rs. 37 crores, reflecting 105% year-on-year growth.

The following table presents the consolidated financial highlights for FY26 and Q4FY26:

Metric: FY26 FY25 Y-o-Y
Total Income Rs. 664 crores Rs. 410.4 crores +62%
EBITDA Rs. 200 crores — +96%
PAT Rs. 122 crores — +108%
EPS ₹26.39 ₹16.12 —
Metric: Q4FY26 Q4FY25 Y-o-Y
Total Income Rs. 190 crores — +58%
EBITDA Rs. 62 crores — +144%
PAT Rs. 37 crores — +105%

Segmental Performance

The company's regulated markets segment was the standout performer, with revenue growing 74.6% for FY26 and 83.0% in Q4FY26. The branded generics business surged 385.3% year-on-year for FY26, with the portfolio receiving approvals from top multi-specialty and specialty hospitals. The emerging markets business maintained a steady trajectory, growing approximately 13% year-on-year for FY26, with EBITDA margin at approximately 12%.

The corrected segmental revenue figures, as per the corrigendum issued by the company, are presented below:

Segment Revenue (INR Cr): Q4FY26 Q4FY25 Y-o-Y FY26 FY25 Y-o-Y
Regulated Markets 117.8 64.3 +83.0% 427.4 244.8 +74.6%
Emerging Markets 45.9 36.5 +25.8% 145.0 121.2 +19.7%
Branded Generics 9.4 4.0 +132.4% 40.0 8.2 +385.3%
Others 16.6 15.3 +8.8% 51.6 36.2 +42.7%
Total Income 189.7 120.1 +57.9% 664.0 410.4 +61.8%

Strategic & Operational Highlights

Senores expanded its regulated markets pipeline significantly, with 51 approved ANDAs covering 151 strengths as of March 2026, up from 26 ANDAs as of March 2025. Over 30 of these approved ANDAs are yet to be commercialized, and 27 additional ANDAs covering 65+ strengths are under development. The company completed Phase 1 of the acquisition of a 75% equity stake in Apnar Pharmaceuticals, with Phase 2 (balance 25%) expected to be completed by Q2FY27. Initial revenues from the Apnar facility commenced in Q4FY26, with scale-up to peak revenue expected over the next 12–18 months.

Strategic Initiative: Details
Apnar Pharmaceuticals Acquisition Phase 1 (75% stake) completed; Phase 2 (25%) by Q2FY27
Zoraya Pharmaceuticals Acquisition 51% membership interest in USA-based entity acquired
Amerisyn JV 70% joint venture for U.S. federal, veterans, and defense market access
Approved ANDAs 51 ANDAs covering 151 strengths
ANDAs Under Development 27 molecules with 65+ strengths

In addition to the Apnar acquisition, the company entered into an agreement to acquire a 51% membership interest in Zoraya Pharmaceuticals, LLC, a USA-based entity, to strengthen vertical integration and direct commercialization of its ANDA portfolio. In April 2026, Senores entered into a 70% joint venture, Amerisyn, in the U.S., creating a direct pathway to supply pharmaceuticals to federal, veterans, and defense sectors.

Management Commentary

Commenting on the FY26 performance, Swapnil Shah, Managing Director, Senores Pharmaceuticals Limited, said: "We have delivered a robust performance across segments in FY26, driven by operational discipline, consistent execution, and strong momentum in key growth areas despite an uncertain operating environment. Our approved ANDA portfolio has more than doubled during the year, increasing from 26 ANDAs as of March 2025 to 51 ANDAs as of March 2026, reflecting the scale and pace of our execution. We have expanded our manufacturing footprint and product portfolio through acquisition of Apnar Pharmaceuticals, which enhances scalability, deepens access to Regulated Markets, and expands CDMO-CMO opportunities. All in all, we continue to outperform on our stated commitments despite an uncertain environment, reflecting the strength of our long-term strategy, diversified business verticals and disciplined execution."

Corporate Governance Updates

During the board meeting, the company approved the resignation of Mr. Vinay Kumar Mishra as Company Secretary and Compliance Officer, effective from the close of business hours on June 10, 2026. Based on the Audit Committee's recommendation, the Board appointed Sharp & Tannan Associates, Chartered Accountants, as the Internal Auditor of the company for FY 2026-27.

Historical Stock Returns for Senores Pharmaceuticals

1 Day5 Days1 Month6 Months1 Year5 Years
+0.14%+16.37%+24.03%+35.56%+115.78%+99.43%

How might the Zoraya Pharmaceuticals acquisition and Amerisyn JV collectively accelerate Senores' direct commercialization capabilities in the U.S. market, and what revenue contribution can investors realistically expect from these ventures in FY27?

With over 30 approved ANDAs yet to be commercialized, what factors—such as pricing pressure, competition, or supply chain readiness—could determine the pace and profitability of their launch over the next 12–18 months?

Given the branded generics segment's explosive 385% growth in FY26 from a relatively small base, how sustainable is this trajectory, and which therapeutic areas or hospital networks could drive the next phase of expansion?

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