Senores Pharmaceuticals Ltd Share Price

SENores PHARMA | FY25 ANNUAL REPORT — WHAT INVESTORS

SENores PHARMA | FY25 ANNUAL REPORT — WHAT INVESTORS SHOULD KNOW 🔍 Senores Pharmaceuticals delivered a breakout year in its first year as a listed company. 📈 Revenue +92% YoY

🔥 EBITDA +148% YoY 📊 EBITDA Margin: 27% | +640 bps 🇺🇸 ~70% revenue from the US The strategy is clear: focus on specialty, niche & complex generics where competition is relatively lower. 🚀 Growth Engines • CDMO/CMO: 22 commercial products + 69 in pipeline • API backward integration: Gujarat capacity expanded 25 → 169 MTPA • Injectables: ₹43.55 Cr IPO allocation • Acquisitions of Havix & Ratnatris strengthening the global platform • Emerging markets targeted for higher-value niche molecules 💰 Financial & Governance Check Consolidated contingent liabilities: ₹20.93 Cr, largely disputed income-tax demands. Management remuneration stood at ₹8.49 Cr, while MD remuneration rose 236.7% YoY vs 78.3% PAT growth — worth monitoring. Auditor gave a clean/unmodified opinion, with revenue recognition identified as a key audit area. ⚠️ KEY RISK The biggest opportunity is also a major risk: ~70% revenue comes from the US. That provides scale and access to an attractive market, but increases exposure to US regulatory changes, pricing pressure and protectionist policies. 🧠 NEHA GUPTA | SEBI RA Senores is transitioning from a high-growth pharma manufacturer → vertically integrated platform through APIs, injectables, CDMO and complex generics. The numbers show strong execution. Now the real test is: Can capacity expansion + pipeline + acquisitions translate into sustainable cash flows and returns? That’s the key metric I’ll be watching. — Neha Gupta SEBI Registered Research Analyst For educational purposes only. Not investment advice.

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SENΟRES PHARMA | FY25 ANNUAL REPORT 🔍

SENΟRES PHARMA | FY25 ANNUAL REPORT 🔍

A strong growth story — but with a few things investors should watch. Senores Pharmaceuticals delivered a breakout year as it entered the public markets. 📈 Revenue +92% YoY 🔥 EBITDA +148% YoY 📊 EBITDA Margin: 27% — +640 bps 🇺🇸 US contributes ~70% of revenue 🚀 What is driving the story? The company is focusing on specialty, niche and complex generics, targeting segments where competition is relatively lower. Its CDMO/CMO business is another growth lever, with 22 commercial products and 69 in the pipeline. The company has also started manufacturing at its new Gujarat API facility, expanding capacity from 25 MTPA → 169 MTPA. 💰 Capital Allocation FY25 capex including WIP stood at ₹49.12 Cr. IPO proceeds are being directed toward: ➡️ New sterile facility ➡️ API capacity expansion ➡️ Backward integration ⚠️ What investors should monitor 🇺🇸 US concentration: ~70% revenue from the US creates regulatory and protectionism risks. 👔 Management remuneration: KMP remuneration reached ₹8.49 Cr, while MD remuneration rose sharply YoY — faster than PAT growth. 📌 Contingent liabilities: ₹20.93 Cr consolidated, largely related to disputed income-tax demands. 🏭 Execution risk: New API and sterile capacities need to translate into sustainable commercial growth. 🧠 NEHA GUPTA'S VIEW Senores has moved from a high-growth private pharma company → listed, vertically integrated pharma platform. Strong revenue growth, margin expansion, US opportunity and backward integration are positives. But at this stage, the key question is not just “How fast can Senores grow?” It is: “Can the company convert its expanding pipeline and capacity into sustainable cash flows and returns?” That’s what I would watch over the next few quarters. — Neha Gupta SEBI Registered Research Analyst For educational purposes only. Not investment advice.

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🚀 50 Stocks With Strong Q1 FY27 Concall Commentary 📊🔥

🚀 50 Stocks With Strong Q1 FY27 Concall Commentary 📊🔥 !SGMART

🔹 #SGMART — 🚀 118% EBITDA growth outlook; ₹300 Cr EBITDA target for FY27 🔹 #SENORES — 💊 Targeting 30–40% revenue growth and 50–60% PAT growth in FY27 🔹 #SAKAR — 🧬 25% revenue CAGR with 50%+ PAT growth; oncology business ramp-up is a key catalyst 🔹 #SGFIN — 💰 Targeting 43% PAT growth and ₹225 Cr PAT in FY27 🔹 #SHADOWFAX — 🚚 FY27 revenue growth guidance upgraded sharply to 38–40% 🔹 #NEOGEN — 🔋 ~40% revenue growth expected, supported by battery-chemical expansion 🔹 #HFCL — 🌐 FY27 revenue growth guidance doubled to 40% from 20% 🔹 #SAHASRA — ⚡ Targeting 100% revenue growth and ₹275–300 Cr revenue in FY27 🔹 #SANGAMIND — 📈 Management targeting 100% PAT growth in FY27 🔹 #JSFB — 🏦 80%+ PAT growth outlook, with strong loan and deposit growth targets 🔹 #MOTILALOFS — 🏠 Housing finance AUM expected to grow 20%+ annually over the next 2–3 years 🔹 #BORORENEW — ☀️ Targeting 60% revenue & EBITDA growth; 600 TPD capacity expansion planned 🔹 #MBAPL — 🌾 >50% revenue growth expected in FY27, led by the Dhule SSP ramp-up 🔹 #ATLANTAELE — ⚡ Management sees ~40% revenue CAGR over the next 3 years 🔹 #NETWEB — 🖥️ 35–40% revenue growth outlook with healthy margin expectations 🔹 #SYRMA — 🔌 30–35%+ growth opportunity with strong FY27 targets 🔹 #JUBLINGREA — 🧪 32–40% EBITDA growth target; ₹750–800 Cr EBITDA outlook 🔹 #KRISHANA — 🌱 30–35% revenue growth guidance for FY27 🔹 #ARSSBL — 📊 30–35% PAT growth expected in FY27 🔹 #CGCL — 💰 30%+ AUM CAGR targeted through FY28 🔹 #SOBHA — 🏗️ 30%+ pre-sales growth target for FY27 🔹 #SURYODAY — 🏦 30% deposit growth with a major expansion in customer base 🔹 #HSCL — 🔥 PAT targeted to more than double from ₹555 Cr in FY25 to ₹1,100+ Cr by FY28 🔹 #TATVA — 🧪 25–30% revenue growth guidance for FY27 🔹 #SMARTWORKS — 🏢 28–30% revenue growth expected in FY27 !TATVAT 🔹 #GREENPLY — 🪵 MDF volumes expected to grow 25–30% !HSCL

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Senores Pharma: 56% PAT Growth + Bullish Rebound — 22% Upside on the Radar

. is a pharmaceutical company focused on developing and manufacturing complex generics and specialty pharmaceutical products for regulated and emerging markets. The company has built capabilities across product development, manufacturing and regulatory filings, with a presence in markets including the US, Europe and Latin America. Its competitive moat is primarily based on regulatory approvals, manufacturing capabilities and its product pipeline. Its US FDA- and EU GMP-compliant facilities require significant investment, technical expertise and stringent quality standards. For generic products, obtaining regulatory approvals can take considerable time and resources, creating entry barriers as competitors need to independently develop and file for approval of their products. Trade view: With 56% YoY PAT growth, 30.6% revenue growth, strong institutional buying and improving technical momentum, Senores presents a strong growth-oriented setup. At 46.7x P/E, the valuation is broadly aligned with its long-term average and below the sector multiple, providing a relatively reasonable valuation backdrop for the growth profile.

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announced Q1FY27 results Consolidated Financial Highlights:

announced Q1FY27 results Consolidated Financial Highlights: The company reported a Revenue From Operations of Rs 180.21 crore in Q1FY27, representing a YoY increase of 35.95% from Rs 132.56 crore in Q1FY26, and a QoQ growth of 2.87% from Rs 175.19 crore in Q4FY26. Total Income for the quarter Q1FY27 stood at Rs 1,83.02 crore, compared to Rs 141.35 crore in Q1FY26 (up 29.48% YoY) and Rs 192.86 crore in Q4FY26 (down 5.10% QoQ). EBITDA for Q1FY27 reached Rs 54 crore, marking a robust growth of 87% on a YoY basis compared to Q1FY26. Profit before Tax (PBT) for Q1FY27 was Rs 39.46 crore, showing a YoY growth of 48.96% from Rs 26.49 crore in Q1FY26, but a QoQ decrease of 16.75% from Rs 47.40 crore in Q4FY26. Net Profit after tax (PAT) for Q1FY27 stood at Rs 30.45 crore, reflecting a YoY increase of 43.77% from Rs 21.18 crore in Q1FY26 and a QoQ decline of 16.96% from Rs 36.67 crore in Q4FY26. Total Comprehensive Income for the quarter was Rs 30.96 crore, compared to Rs 21.65 crore in Q1FY26 and Rs 78.59 crore in Q4FY26. Basic Earnings Per Share (EPS) for Q1FY27 was Rs 6.61, as against Rs 4.60 in Q1FY26 and Rs 7.96 in Q4FY26.

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