Sudeep Pharma Ltd — earnings calls

Sudeep Pharma reported Q1 FY27 revenue growth of 27% year-on-year to Rs 158.3 crores, with EBITDA up 25% to Rs 54.9 crores and profit after tax rising to Rs 40.6 crores. Growth was driven by the pharma, food and nutrition segment which grew 31%, while specialty ingredients grew 19%, partly held back by an LPG supply shortage in April and early May. Management also discussed progress at the Sudeep Advanced Materials battery-chemicals project, the performance of the NSS European subsidiary, and a phosphoric acid price increase during the quarter.

Sudeep Pharma reported FY26 revenue growth of 27.9% to Rs 642.3 crore and EBITDA growth of 16.8% to Rs 221.9 crore, with EBITDA margin declining to 34.6% from 37.8% in FY25. Management attributed the margin decline to raw material cost pressures, higher operating expenses from team-building in Europe and North America, and lower utilization on newly introduced product lines. The company also discussed progress on its greenfield manufacturing expansion, the NSS acquisition integration, and the battery materials project at Dahej.