Senores Pharmaceuticals provided comprehensive updates during its recent conference call, addressing strategic revenue positioning, acquisition-related cost implications, and significant revenue projections from its new manufacturing facility.

New Plant Revenue Projections

During the conference call, company management outlined ambitious revenue targets for their new manufacturing plant. The management indicated that in its first year of operation, the new facility could contribute ₹100-120 crores in revenue with an impressive 30% EBITDA margin during the period spanning FY26-27.

Apnar Plant Acquisition Cost Outlook

The pharmaceutical company's management clarified that they do not anticipate any significant increase in operational costs following the Apnar plant acquisition. This guidance provides clarity on the financial impact of the strategic acquisition on the company's cost structure, ensuring operational efficiency remains intact.

Strategic Focus on Regulated Markets

Management also indicated during the conference call that they expect to see a shift in their revenue composition, with regulated markets anticipated to contribute a larger portion of total revenues going forward. This development represents a strategic positioning for the company in markets with stricter regulatory frameworks.

Growth Strategy and Market Positioning

Regulated markets typically refer to regions with stringent pharmaceutical regulations and approval processes, such as the United States, European Union, and other developed markets. These markets generally offer better pricing power and margins compared to semi-regulated or unregulated markets. The combination of new plant capacity and regulated market focus demonstrates the company's commitment to sustainable, profitable growth.

Senores Pharmaceuticals' strategic approach combines capacity expansion through new manufacturing facilities with market positioning in high-value regulated segments, while maintaining strict cost discipline across operations.

Senores Pharmaceuticals Limited has successfully completed the first phase of its strategic acquisition of Apnar Pharma Private Limited. The company announced on January 16, 2026, that it has acquired 75% equity stake in the target company, marking a significant milestone in the ₹91.00 crore acquisition deal initially announced in December 2025.

Acquisition Completion Details

The pharmaceutical company has completed the acquisition of 56,63,804 equity shares from existing shareholders of Apnar Pharma Private Limited. This transaction represents the first tranche of the two-phase acquisition structure outlined in the original Share Purchase Agreement.

Original Acquisition Framework

The acquisition was initially approved by the Management Committee of the Board of Directors on December 15, 2025, with a total enterprise value of ₹91.00 crores. The deal structure combines strategic value creation with phased implementation to ensure smooth integration.

Manufacturing Facility Assets

The acquired facility in Jambusar, Gujarat represents a state-of-the-art pharmaceutical manufacturing operation that commenced in 2021. The facility received USFDA approval in September 2022 and maintains multiple international regulatory certifications including UK-MHRA and Health Canada approvals.

Production Capabilities

The facility demonstrates significant production capabilities across multiple dosage forms with substantial expansion potential. Current operations serve regulated markets including the US, UK, and Canada.

Strategic Value and Market Access

The acquisition provides immediate access to regulated markets beyond Senores Pharmaceuticals' current US presence. According to Swapnil Shah, Promoter Managing Director, the facility will enable manufacturing of select US products from India, improving operational leverage and supporting margin expansion.

Key strategic benefits include enhanced market access across regulated territories, revenue and cost synergies through cross-selling, backward integration via in-house manufacturing, and expansion of product portfolio. The deal includes 5 approved ANDAs representing a total addressable market exceeding $700 million.

Regulatory Compliance

The transaction has been disclosed under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company has informed both BSE Limited and National Stock Exchange of India Limited about the completion of the first tranche, ensuring full compliance with regulatory requirements.