SMSPHARMA

What SMS Pharmaceuticals promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 11 tracked 2 delivered 2 missed 7 open
  • EBITDA Margin delivered said Q4 FY25 Promised: Aiming to expand our EBITDA margins by 20% (to 20%) Q4 FY26: FY26 EBITDA stood at ₹171 crores, up 23% YoY, with margins improving to 20%.
  • Revenue Growth missed said Q4 FY25 Promised: Targeting 20% revenue growth for FY26 Q4 FY26: FY26 revenue increased by 13% to ₹887 crores.
  • Capex Plan delayed said Q4 FY25 Promised: INR250 crores over the next 18 months Q4 FY26: The INR280 crores capex will be completed by FY27, March. INR130 crores has been invested so far.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for SMS Pharmaceuticals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens