Supriya Lifescience Ltd — earnings calls

Supriya Lifescience reported Q1 FY'27 revenue of Rs. 190 crores, up 31% year-on-year, while EBITDA fell 8.1% to Rs. 47 crores with margins at 25%, which management attributed to a temporary water shortage near its Lote plant and a one-time solar power policy change. Management said around Rs. 35 crores of sales were deferred due to the water issue and Rs. 8 crores of EBITDA impact came from higher fuel and power costs. Management reiterated its target of approaching Rs. 1,000 crores in revenue for FY'27 and an EBITDA margin range of 33% to 35%, while discussing Ambernath facility launches, the Patalganga land project, and an ongoing customs matter involving an export authorization lapse.

Supriya Lifescience reported record quarterly revenue of INR277 crores in Q4 FY26, up 50% year-on-year, with full-year FY26 revenue of INR828 crores, up 18.9%, and EBITDA margin of 35.5%. Management said the Lote facility received a USFDA Establishment Inspection Report with Voluntary Action Indicated classification after a surprise inspection with only one minor observation. Management also discussed new product launches including a cardiovascular intermediate and an ADHD product, and reiterated a target of INR1,000 crores revenue by FY27.