NSE: SUPRIYA · BSE: 543434 · ISIN INE07RO01027
Supriya Lifescience Limited stock analysis
Supriya Lifescience Limited ranks #209 in the TickerSutra evidence-ranked universe with a score of 69/100 and 95% data confidence. The latest captured fundamentals show ROCE of 25.1%, quarterly sales growth of 30.8% and quarterly profit growth of -30.9%.Watchlist candidate
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 25.1%
- Low debt/equity of 0×
- 21.6% three-year sales CAGR
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Operating margin has compressed materially
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹530cr | ₹214cr | ₹152cr | 40.0% |
| 2023 | ₹461cr | ₹129cr | ₹90cr | 28.0% |
| 2024 | ₹570cr | ₹176cr | ₹119cr | 31.0% |
| 2025 | ₹696cr | ₹261cr | ₹188cr | 37.0% |
| 2026 | ₹828cr | ₹295cr | ₹209cr | 36.0% |
| TTM | ₹873cr | ₹290cr | ₹198cr | 33.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
The Intimation of closure of window for trading in securities of the Company by Designated Persons and their Immediate relatives for the quarter and half year ending on September 30, 2026, ....
RoutineSupriya Lifescience Ltd - 543434 - Shareholder Meeting / Postal Ballot-Scrutinizer''s ReportBSE · 26 Sept 2026Scrutinizer''s Report for 18th Annual General meeting is attached herewith.
RoutineShareholders meetingNSE · 26 Sept 2026Supriya Lifescience Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on September 24, 2026. Further, the company has submitted the Exchange a copy of Srutinizers report along with voting results.
RoutineSupriya Lifescience Ltd - 543434 - Shareholder Meeting / Postal Ballot-Outcome of AGMBSE · 26 Sept 2026Outcome of AGM along with Proceedings, Scrutinizer Report and Voting Results is attached herewith.
RoutineGeneral UpdatesNSE · 23 Sept 2026Supriya Lifescience Limited has informed the Exchange about General Updates
MANAGEMENT COMMENTARY
Signals from filed documents
47 crores, a decline of 8.1% year -on-year with EBITDA margins at 25%. Before we move forward, let me explain the reasons for the decline in margins during the quarter. It was a combination of factors that coincided during the period and are mostly temporary in nature.
The adoption of closed manufacturing systems, OUTLOOK Supriya is well positioned to drive the next phase of growth. The Company has accelerated capacity expansion at its newly acquired industrial site in Isambe, Patalganga. The operationalisation of its formulation development and manufacturing facility will enable the Company to forward integrate into dosage-form manufacturing and enhance its CMO/ CDMO offerings.
Excluding these impacts, EBITDA margins would have remained within our guided range. Importantly, these are largely transient in nature, and we remain confident of delivering our FY27 growth and margin guidance. PAT margins stood at 12.7% for Q1 FY '27.
1,000 crores revenue by FY '27 remains firmly on track, supported by a robust product pipeline and a sustained demand across key therapeutic segments including anesthetics, anti-diabetics, anti-anxiety, vitamins, and ADHD. We remain confident of our guidance of EBITDA margins in the range of 33% to 35%. However, as highlighted in our earlier call, growth is expected to be non-linear across quarters.
Leveraging nearly four decades of pharmaceutical expertise, the Company is strengthening its core, expanding into higher-value opportunities, and investing in capabilities that will power its next phase of growth. FY 2025–26 reflected this momentum, with the Company delivering its highest-ever revenue and EBITDA, supported by strong demand across core therapeutic segments, a favourable product mix, deeper backward in
CO SR FS Corporate Overview Annual Report 2025-26Supriya Lifescience Ltd. I '' Joint Managing Director’s Message OUR GROWING PRESENCE IN REGULATED MARKETS IS UNDERPINNED BY CONSISTENT QUALITY, SUPPLY RELIABILITY, AND REGULATORY COMPLIANCE, AREAS WHERE SUPRIYA HAS BUILT STRONG CREDENTIALS OVER THE YEARS. Dear Shareholders, The fiscal year 2025-26 was one of remarkable pro gress in our export business.
Received Health Ca nada an d NMPA app rovals 2022 Renewed Certific ate of Su itability for Pheniramine Maleate, Chlorpheniramine Maleate, and Ketamine Hydrochloride 2023 Started operations at a ne w R& D la b in Lot e Parshuram 2024 Commenced operations at ne w R&D la b in Am bernath 2025 Commissioned state-of-the- art Module E production bl ock at Lo te Parshuram, increasing the installed capacity from 597 KLPD to 9
Moderator: Our next question is from the line of Aanchal Maheshwari from Naredi Investment. Aanchal Maheshwari: As we move towards the formulation side of the business over the next few years, do we see any further margin improvement from where we are today? Saloni Wagh: No, I think the margins would remain where we are today, mainly because there we are looking at CMO, CDMO kind of opportunities.
So, that would not come back in Quarter 2. And whatever operational price increases have happened along with a lot of other raw material solvent price increases also which have happened in Quarter 1, all those would be taken into account, and they would be passed on to the customers. Because we work on purchase order basis, we have the liberty to pass on the price increases or the operational increases to our custome
MANAGEMENT PROMISE LEDGER
Quantified statements on the clock
“Excluding these impacts, EBITDA margins would have remained within our guided range. Importantly, these are largely transient in nature, and we remain confident of delivering our FY27 growth and margin guidance. PAT margins stood at 12.7% for Q1 FY '27.”
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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