SMS Pharmaceuticals Limited has informed the Exchange about Investor Presentation
Date: 10th August, 2025
To, The Manager, Corporate Filings Department, BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400 001
The Manager, Listing Compliance Department, National Stock Exchange of India Ltd. Exchange Plaza, Plot no. C/1, G Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.
Security Code: 532815
Symbol: SMSPHARMA
Dear Sir/Madam,
Sub: Investor Presentation
Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, we are enclosing here herewith a copy of investor presentation of the Company for the quarter ended 30th June, 2025.
This Investor Presentation may also be accessed on the website of the Company at www.smspharma.com
Kindly take the same on record and disseminate on your website.
Thanking you Yours Faithfully
For SMS Pharmaceuticals Limited
Thirumalesh Tumma Company Secretary
Investor Presentation Q1FY26
August 2025
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 securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.
Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections.
2
Quarterly Performance Review Q1FY26 business and financial highlights
Revenue
Profitability
Project update
Outlook
•
•
•
•
•
•
•
Strong start to FY26 led by volume growth
₹196.05 crore revenue in Q1FY26 and 19% YoY growth
EBITDA margin stable at 20% in Q1FY26
24% YoY PAT growth in Q1FY26
Started commercial production of key intermediates; Gross margin impact expected in Q2
₹250 Capex plan on track
FY26 outlook:
•
•
20% YoY revenue growth
20% EBITDA margin
3
Quarterly Performance Review Q1FY26 financial highlights
R E V E N U E ( ₹ C R O R E )
E B I T D A ( ₹ C R )
M A R G I N ( % )
P A T ( ₹ C R )
M A R G I N ( % )
E P S ( ₹ )
197
173
164
248
20%
20%
20%
196
16%
16%
11%
11%
10%
8%
8%
2.43
2.31
2.04
1.95
1.69
34
31
35
41
39
17
16
18
20
21
Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26
Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26
Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26
Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26
₹196 crore
Revenue from operations
▲ 19%
₹39 crore
EBITDA
▲ 17%
₹21 crore
PAT
▲24%
₹2.31
EPS
▲ 18%
▲ YoY
4
Quarterly Performance Review Key operating metrics Q1FY26
REVENUE BY THERAPEUTIC AREA (%)
REVENUE BY GEOGRAPHY -WISE (%)
5%
5%
10%
6%
12%
26%
8%
8%
6%
1% 6%
6%
9%
5% 4% 7%
4%
4% 5%
9%
12%
16%
24%
17%
19%
23%
10%
15%
26%
27%
27%
19%
22%
4% 1% 6%
9%
23%
20%
33%
Others
Anti-epileptic
Anti-erectile dysfunction
Anti-ulcer
Anti-migraine
Anti-inflammatory
Anti Retro Viral (ARV)
Anti-diabetic
Europe
Asia (Ex. India)
North America
EOU/SEZ/DE
India
11%
14%
37%
4%
35%
12%
13%
13%
24%
18%
7%
39%
27%
29%
25%
7%
28%
29%
4%
26%
12%
22%
28%
5%
34%
Q1FY25
Q2FY25
Q3FY25
Q4FY25
Q1FY26
Q1FY25
Q2FY25
Q3FY25
Q4FY25
Q1FY26
5
Company Overview
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 markets ⚫ Focus on R&D
#1
88%
₹783 Cr
₹69 Cr
Largest single-block Ibuprofen plant in Asia
Revenue contribution of regulatory markets in FY25
Revenue in FY25
PAT in FY25
7
SMS at a Glance 35+ history of delivering value
1989
1995
2000
2003
2007
Inception
Scaling Up
SMS Pharma was started with a single unit-product facility
Became the world’s largest manufacturer of Ranitidine API
Building our portfolio
Acquired a facility to manufacture high margin products in Hyderabad
USFDA audit
IPO-listing
• Successful first USFDA audit
• API was part of a Para IV filing from a global MNC
SMS Pharma got listed on NSE and BSE
2024-25
2021-23
2017
2015
2010
Regulatory audits
• EQDM conducted a GMP inspection at Vizag facility
• VKT Pharma, our associate company, successfully completed the USFDA regulatory
• Successful USFDA
inspection at Hyderabad facility & Central Analytical Laboratory, Hyderabad
Successful commercialisation
• Launched Asia's biggest
dedicated and automated production block for ibuprofen in FY21
• Successfully developed & commercialised Covid-19 related APIs in FY22
Demerger
Key Award
Greenfield expansion
Demerged SMS group into two Entities
1. SMS
Pharmaceuticals
2. SMS Lifesciences
Won the prestigious ‘Indian Pharma Bulk Drug Company of the Year’ and ‘Best Bulk Drug Export Company of the Year’ award from Govt. of India
Started a green field project in Vizag to build an API facility in more than 100 acres of land
8
Our Strengths State-of-the-art, accredited manufacturing facilities
Hyderabad unit
Vizag unit
Hyderabad
Vizag
Manufacturing capacity: 120 KL for niche small-volume molecules
Manufacturing capacity: 3,000 KL for niche large- volume molecules
Regulatory approvals: USFDA,EUGMP, KFDA,CDSCO,PMDA
Regulatory approvals: USFDA,KFDA,CDSCO,PMDA
Six times approved by the USFDA
Three times approved by the USFDA
Total area: 48,158 m2
Total area: 3,45,007 m2
9
Our Strengths Healthy product mix of high-value and high-volume products
Therapeutic areas
Key products
Anti-inflammatory
Anti Retro Viral (ARV)
Ibuprofen
Tenofovir
Anti-diabetic
Anti-migraine
Anti-ulcer
Sitagliptin, Empagliflozin, Dapagliflozin, Vildagliptin
Sumatriptan, Rizatriptan, Eletriptan
High-value
Famotidine, Pantoprazole
High-volume
Anti-erectile dysfunction
Tadalafil, Sildenafil, Vardenafil
High-value
Anti-epileptic
Anti-anginal
Levetiracetam, Perampanel, Lamotrigine
Ranolazine
High-value
High-value
Category
High-volume
High-volume
High-value
63:37
Revenue mix of high- value to high-volume products in FY25
10
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 and 30+ process patents
11
Our Strengths Diversified to mitigate risk and optimise growth
REVENUE BY LOCATION
12%
REVENUE BY CUSTOMER TYPE
REVENUE BY CUSTOMER SIZE
31%
6%
24%
27%
28%
40%
72%
22%
38%
88% contribution from regulated markets in FY25
Long-standing relationships with marquee customer base
Largest customer contributed ~22% of revenue in FY25
12
Our Strengths Marquee customer base
13
Our Strengths Experienced BoD to deliver on strategy
Sri. Ramesh Babu Potluri Chairman & Managing Director
Sri. Vamsi Krishna Potluri Executive Director
Sri. Shravan Kudravallii Independent Director
Sri. Sarvepalli Srinivas Director
Sri. Dr. Suresh Kumar Gangavarapu Independent Director
Sri. Sunkara Venkata Satya Shiva Prasad Non-Executive Non Independent Director
Smt. Shanti Sree Bolleni Independent Director
Sri. Trilok Potluri Non- Executive Non Independent Director
14
Way forward Strategies for growth
Achieve global scale in ibuprofen
Leveraging diversified portfolio for growth
• Aim to achieve a production target of 1,000 MT per month
•
Strong presence in both key high-margin and high-volume products
Backward integration to drive profitability
• Vertical integration of key APIs
New Product Development for additional growth options
• Aim to add 8-10 products in the next 12-18 months in existing and new
therapeutic areas
Capacity expansion
• New Capex of ₹250 crore for existing and new products, R&D facility and CMO
business
15
Outlook Robust growth is expected in revenue and profitability
REVENUE (₹ CR)
709
783
520
522
196
FY22
FY23
FY24
FY25
Q1FY26
EBITDA (₹ CR)
MARGIN (%)
23%
120
10%
54
16%
117
18% 139
20%
39
FY22
FY23
FY24
FY25
Q1FY26
Key Drivers:
Diversified product portfolio to drive revenue
Cost optimization and enhanced operational efficiency enabled by scale
Improved profitability through backward integration
Increased traction in CMO business and robust pipeline of new products
16
Financial statements Consolidated P&L statement
Particulars (₹ Cr)
Q1FY26
Q1FY25
YoY Growth (%)
Q4FY25
QoQ Growth (%)
FY25
FY24
YoY Growth (%)
Revenue from Operations
COGS
Gross Profit
Gross Margin (%)
EBITDA
EBITDA Margin (%)
Other Income
Finance Costs
Depreciation
PBT
Taxes
Reported PAT
Add: Share of associate profit/loss PAT after MI & Assoc
PAT Margin (%)
Earnings Per Share (EPS)
196.05
130.70
65.35
33%
39.37
20%
0.59
5.84
9.75
24.37
5.65
18.72
1.78
20.50
10%
2.31
164.45
106.16
58.29
35%
33.51
20%
1.37
4.67
8.38
21.83
5.45
16.38
0.10
16.48
10%
1.95
19%
23%
12% -211bps
17% -30bps
-57%
25%
16%
12%
4%
14%
-100%
24% 44bps
18%
248.20
173.32
74.88
30%
40.81
16%
1.42
5.07
8.64
28.52
8.44
20.08
0.23
20.31
8%
2.43
-21%
-25%
-13% 316bps
-4% 364bps
-58%
15%
13%
-15%
-33%
-7%
674%
1% 227bps
-5%
782.75
523.41
709.26
497.71
259.34
211.56
33%
30%
139.00
116.62
18%
6.22
18.54
34.34
92.34
24.94
67.40
1.74
69.14
9%
8.16
16%
4.46
23.46
31.52
66.11
16.91
49.20
0.63
49.83
7%
5.89
10%
5%
23% 330bps
19% 132bps
39%
-21%
9%
40%
48%
37%
178%
39% 181bps
39%
17
Mr. Thirumalesh Tumma
SMS Pharmaceuticals ltd
Aditya Dutta
EQSPONENT Partners LLP
complianceofficer@smspharma.com
smspharma.ir@eqsponent.com
Thank You