Regulated Markets business surges 42%, EBITDA rises 87% as company expands US portfolio and manufacturing capacity
Senores Pharmaceuticals Limited reported a strong start to FY27, posting robust growth in revenue, profitability, and operational performance during the first quarter ended June 30, 2026, driven by sustained momentum in its Regulated and Emerging Markets businesses.
The company reported total revenue of Rs. 180.2 crore in Q1 FY27, up 35.9% year-on-year. EBITDA increased 87%to Rs. 54 crore, while profit after tax (PAT) rose 56% to Rs. 31 crore. EBITDA margins expanded by approximately 800 basis points, reflecting improved manufacturing efficiencies and cost optimisation.
The Regulated Markets business remained the primary growth engine, with revenue rising 41.9% year-on-year to Rs. 127.8 crore. Growth was supported by the continued expansion of the company's product portfolio and differentiated sales and distribution channels.
Senores nearly doubled its approved ANDA portfolio over the past year, increasing from 30 approved ANDAs in June 2025 to 58 by June 2026, of which 23 have already been commercialised, strengthening its launch pipeline in the US market.
The Emerging Markets business also maintained healthy momentum, with revenue increasing 29.6% to Rs. 37.6 crore. The segment achieved EBITDA margins of around 14% and turned cash flow positive, supported by an increasing focus on niche products and improved operational efficiency.
Revenue from the India-focused Branded Generics business stood at Rs. 8 crore, broadly in line with the corresponding quarter of the previous fiscal.
During the quarter, Senores continued to strengthen its manufacturing and commercial capabilities. The addition of its USFDA-approved manufacturing facility in Vadodara is expected to enhance production scalability, accelerate product launches, improve operating leverage, and expand opportunities in CDMO and CMO businesses.
Production has already ramped up at the Apnar facility, with full-scale expansion planned over the next 12 to 18 months.
The company also expects its specialised marketing and distribution subsidiaries to significantly scale up over the coming years, supporting the structural expansion of its US business.
Swapnil Shah, Managing Director, Senores Pharmaceuticals Limited, said, "We have delivered a healthy performance in the first quarter of FY27, building on the strong momentum from the previous year despite a challenging operating environment. Our Regulated Markets business delivered 42% year-on-year revenue growth, supported by portfolio expansion and differentiated sales channels, while our Emerging Markets business has achieved near mid-teens EBITDA margins and turned cash flow positive."
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