Sms Pharmaceuticals Limited · NSE:SMSPHARMA
Sms Pharmaceuticals — Q1 FY26 Earnings Presentation
19 slides from Sms Pharmaceuticals's earnings presentation, Aug 10, 2025
Slide 1: Exchange filing cover letter
Date: 10th August, 2025 To, The Manager, The Manager, Corporate Filings Department, Listing Compliance Department, BSE Limited, National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex, Bandra (E), Mumbai- 400 001 Mumb
Slide 2: Investor Presentation Q1FY26
Investor Presentation Q1FY26 August 2025
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by SMS Pharmaceuticals Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any
Slide 4: Q1FY26 business and financial highlights
Quarterly Performance Review Q1FY26 business and financial highlights • Strong start to FY26 led by volume growth Revenue • ₹196.05 crore revenue in Q1FY26 and 19% YoY growth • EBITDA margin stable at 20% in Q1FY26 Profitability • 24% YoY PAT growth in Q1FY26 • Started commercial production of key i
Slide 5: Q1FY26 financial highlights
Quarterly Performance Review Q1FY26 financial highlights REVENUE (₹ CRORE) EBITDA (₹ CR) MARGIN (%) PAT (₹ CR) MARGIN (%) EPS (₹) 11% 11% 10% 248 20% 20% 20% 2.43 2.31 8% 8% 2.04 197 196 16% 16% 1.95 164 173 1.69 41 39 20 21 34 35 17 16 18 31 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q1FY25 Q2FY25 Q3FY25 Q
Slide 6: Key operating metrics Q1FY26
Quarterly Performance Review Key operating metrics Q1FY26 REVENUE BY THERAPEUTIC AREA (%) REVENUE BY GEOGRAPHY -WISE (%) 5% 4% Europe Asia (Ex. India) North America EOU/SEZ/DE India 8% 6% 9% 5% 4% 1% 5% 1% 6% 4% 6% 11% 4% 12% 13% 13% 12% 10% 5% 6% 7% 9% 6% 9% 14% 12% 22% 17% 10% 24% 12% Others 27% 2
Slide 7: Company Overview
pharmaceuticals Itd. Company Overview
Slide 8: SMS at a Glance: Building a sustainable global business
SMS at a Glance Building a sustainable global business From a single unit-product facility to becoming a diversified API player with a global presence, we have… ⚫ Global and domestic leadership in key APIs ⚫ An integrated business model with accredited facilities ⚫ Strong presence in regulatory mark
Slide 9: 35+ history of delivering value
SMS at a Glance 35+ history of delivering value 1989 1995 2000 2003 2007 Inception Scaling Up Building our USFDA audit IPO-listing SMS Pharma was Became the world’s portfolio • Successful first SMS Pharma got started with a single largest Acquired a facility to USFDA audit listed on NSE and unit-pro
Slide 10: State-of-the-art, accredited manufacturing facilities
Our Strengths State-of-the-art, accredited manufacturing facilities Hyderabad unit Vizag unit Hyderabad Vizag Manufacturing capacity: 120 KL for niche small-volume Manufacturing capacity: 3,000 KL for niche large- molecules volume molecules Regulatory approvals: USFDA,EUGMP, KFDA,CDSCO,PMDA Regulato
Slide 11: Healthy product mix of high-value and high-volume products
Our Strengths Healthy product mix of high-value and high-volume products Therapeutic areas Key products Category Anti-inflammatory Ibuprofen High-volume Anti Retro Viral (ARV) Anti-diabetic Tenofovir Sitagliptin, Empagliflozin, High-volume 63:37 High-value Dapagliflozin, Vildagliptin Anti-migraine S
Slide 12: Strong thrust on R&D
Our Strengths Strong thrust on R&D New product development Added 20 new products Consistent investment in R&D Allocation of 2.4% of sales to R&D in FY25 Strong partnerships JV with Spanish pharma giant Chemo Iberica S.A. Large technical team 63+ scientists Focus on commercialisation 21 DMFs filed an
Slide 13: Diversified to mitigate risk and optimise growth
Our Strengths Diversified to mitigate risk and optimise growth REVENUE BY LOCATION REVENUE BY CUSTOMER REVENUE BY CUSTOMER TYPE SIZE 12% 22% 31% 28% 40% 24% 6% 72% 38% 27% 88% contribution from regulated Long-standing relationships with Largest customer contributed markets in FY25 marquee customer b
Slide 14: Marquee customer base
Our Strengths Marquee customer base 13
Slide 15: Experienced BoD to deliver on strategy
Our Strengths Experienced BoD to deliver on strategy Sri. Ramesh Babu Potluri Sri. Vamsi Krishna Potluri Sri. Shravan Kudravallii Sri. Sarvepalli Srinivas Chairman & Managing Director Executive Director Independent Director Director Sri. Dr. Suresh Kumar Sri. Sunkara Venkata Smt. Shanti Sree Bolleni
Slide 16: Strategies for growth
Way forward Strategies for growth Achieve global scale in • Aim to achieve a production target of 1,000 MT per month ibuprofen Leveraging diversified • Strong presence in both key high-margin and high-volume products portfolio for growth Backward integration to • Vertical integration of key APIs dri
Slide 17: Robust growth is expected in revenue and profitability
Outlook Robust growth is expected in revenue and profitability REVENUE (₹ CR) Key Drivers: 783 709 Diversified product portfolio to drive revenue 520 522 196 Cost optimization and enhanced operational efficiency enabled by scale FY22 FY23 FY24 FY25 Q1FY26 EBITDA (₹ CR) MARGIN (%) 23% Improved profit
Slide 18: Consolidated P&L statement
Financial statements Consolidated P&L statement YoY Growth QoQ Growth YoY Growth Particulars (₹ Cr) Q1FY26 Q1FY25 Q4FY25 FY25 FY24 (%) (%) (%) Revenue from Operations 196.05 164.45 19% 248.20 -21% 782.75 709.26 10% COGS 130.70 106.16 23% 173.32 -25% 523.41 497.71 5% Gross Profit 65.35 58.29 12% 74.8
Slide 19: Thank You
Mr. Thirumalesh Tumma Aditya Dutta SMS Pharmaceuticals ltd EQSPONENT Partners LLP complianceofficer@smspharma.com smspharma.ir@eqsponent.com Thank You