SUPRIYA

Supriya Lifescience share price & financials

Price
₹932.2
Market cap
₹6.5k Cr
Sector
Healthcare
Calls analysed
8
Latest concall · Q1 FY27 · call held 14 Aug 2026

Supriya Lifescience Limited Q1 FY27

Revenue from Operations ₹190 cr +31%EBITDA ₹47 cr −8%EBITDA Margin 25% PAT ₹24 cr

What went well

  • Revenue increased 31% year-on-year to ₹190 crores, demonstrating strong demand.
  • Successfully launched two new anesthetic liquid inhalation products from the Ambernath facility.
  • Progressing well on the Patalganga greenfield project, with boundary wall construction initiated for Phase-1 investment of ₹200 crores.

What to watch

  • EBITDA declined 8.1% year-on-year to ₹47 crores, with margins compressing to 25% due to temporary factors.
  • Water shortages led to a deferment of sales worth approximately ₹35 crores.
Read the full call →

What Supriya Lifescience Limited does

Supriya Lifescience Limited manufactures Active Pharmaceutical Ingredients (APIs), with a niche basket of 40+ molecules concentrated in anesthetics, anti-histamines, anti-asthmatics, anti-allergics, analgesics and vitamins, which it sells to pharmaceutical formulators, generic drugmakers and CDMO/CMO customers across 120+ countries. Its core manufacturing complex at Lote Parshuram (Ratnagiri, Maharashtra) is backward-integrated across five therapy-based blocks, with in-house synthesis of key starting materials and intermediates to secure raw-material supply and control costs. The company has also commercialised a contract-manufacturing (CMO) facility at Ambernath (Thane) that produces finished dosage forms — tablets, capsules, liquids, nasal, inhalation and injectable formulations. Two in-house R&D centres support ongoing development of new APIs, formulation lifecycle improvements and drug-delivery enhancements.

Segments

  • APIs (in-house manufacturing)
  • CMO/CDMO (contract manufacturing)
Manufacturing facility (Lote Parshuram)
35,000 sq. mt. facility with 932 KLPD reactor capacity across 5 manufacturing blocks and 9 clean rooms
Niche API portfolio
40+ APIs across anesthetics, anti-histamines, anti-asthmatics, anti-allergics, analgesics and vitamins
Country presence
120+ countries
Customer base
1,500+ customers
R&D centres
2 in-house centres (Lote R&D — lifecycle improvement; Ambernath R&D — formulations & generic APIs) staffed by a team of 68 scientists
Process patents filed (India)
4
Founded 1987Headquarters Mumbai, Maharashtra, India Company website

Guidance record · Q1 FY27

what the last two calls moved 24 tracked 5 delivered 5 missed 14 open
  • Ambernath Facility Production Start delivered said Q1 FY25 Promised: Start production within the next 60 days Q1 FY27: Successfully launched two new anesthetic liquid inhalation products from the Ambernath facility, confirming operational status.
  • Whey Protein Volume for FY26 missed said Q4 FY25 Promised: ~100 metric tons Q1 FY27: Promise related to FY26, which has been missed. No new updates.
  • Working Capital Days Target at risk said Q4 FY25 Promised: 150-160 days Q1 FY27: Inventory levels are high at Rs. 230-240 crores, built up for a now-deferred maintenance plan. Liquidation will take 3-4 quarters, putting the 170-180 day target at risk.

All 24 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 31.0%, net profit down 31.4% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue166 186 184 145 200 +20%206 +11%277 +51%190 +31%
EBITDA65 66 68 52 73 +12%72 +9%98 +44%47 −10%
Net profit46 47 50 35 50 +9%50 +6%74 +48%24 −31%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance +37.8% 1Y

₹0.6k₹0.8k₹1.0kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 13 Nov 2025Q3 FY26 — 10 Feb 2026Q4 FY26 — 27 May 2026Q1 FY27 — 14 Aug 2026

1Y: ₹654.55 on 10 Sept 2025 → ₹901.75. High ₹1,052.5 (1 Jun 2026), low ₹553.35 (23 Mar 2026).

How the price took the results

close before → close after

Q1 FY27
−2.7%
14 Aug
Q4 FY26
+20.0%
28 May
Q3 FY26
−0.1%
10 Feb
Q2 FY26
+3.2%
13 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 21.6% a year over 3 years, FY23 to FY26. Operating margin widened to 35.6%.

Year endingFY23FY24FY25FY26
Revenue₹460 Cr₹570 Cr₹697 Cr₹828 Cr
Operating profit₹129 Cr₹173 Cr₹262 Cr₹295 Cr
Operating margin28.0%30.4%37.6%35.6%
Interest₹4 Cr₹2 Cr₹1 Cr₹1 Cr
Depreciation₹12 Cr₹16 Cr₹21 Cr₹28 Cr
Net profit₹90 Cr₹120 Cr₹188 Cr₹209 Cr
Net margin19.6%21.1%27.0%25.2%
Cash from operations₹64 Cr₹113 Cr₹165 Cr—
Free cash flow₹-44 Cr₹-32 Cr₹2 Cr—
ROCE19.0%22.0%27.0%25.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹15 Cr₹16 Cr₹16 Cr₹16 Cr₹16 Cr₹16 Cr
Reserves₹254 Cr₹600 Cr₹683 Cr₹799 Cr₹1.1k Cr₹1.2k Cr
Borrowings₹72 Cr₹27 Cr₹22 Cr₹5 Cr₹5 Cr₹5 Cr
Other liabilities₹105 Cr₹92 Cr₹98 Cr₹101 Cr₹116 Cr₹154 Cr
Total liabilities₹445 Cr₹735 Cr₹820 Cr₹921 Cr₹1.2k Cr₹1.4k Cr
Fixed assets₹100 Cr₹190 Cr₹262 Cr₹310 Cr₹458 Cr₹689 Cr
Capital work in progress₹79 Cr₹43 Cr₹68 Cr₹149 Cr₹172 Cr₹36 Cr
Investments₹0 Cr₹0 Cr₹25 Cr₹64 Cr₹57 Cr₹99 Cr
Other assets₹267 Cr₹502 Cr₹466 Cr₹399 Cr₹516 Cr₹534 Cr
Total assets₹445 Cr₹735 Cr₹820 Cr₹921 Cr₹1.2k Cr₹1.4k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, FIIs trimmed −0.60 pp while DIIs added +0.44 pp. The shareholder count shrank 11% to 82,082.

Promoters
68.3%
FIIs
6.2%
DIIs
5.3%
Public
20.2%

Since Jun 2025

  • FIIs −0.60 pp
  • DIIs +0.44 pp
  • Public +0.13 pp

How it drifted, 12 quarters

Over this window DIIs fell from 7.2% to 5.3% — −1.9 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 68.3%, FIIs 5.3%, DIIs 7.2%, Public 19.2%.Dec '23: Promoters 68.3%, FIIs 4.6%, DIIs 5.4%, Public 21.8%.Mar '24: Promoters 68.3%, FIIs 5.4%, DIIs 5.3%, Public 21.0%.Jun '24: Promoters 68.3%, FIIs 5.0%, DIIs 5.5%, Public 21.3%.Sep '24: Promoters 68.3%, FIIs 6.0%, DIIs 5.5%, Public 20.2%.Dec '24: Promoters 68.3%, FIIs 6.5%, DIIs 4.9%, Public 20.3%.Mar '25: Promoters 68.3%, FIIs 7.2%, DIIs 4.3%, Public 20.3%.Jun '25: Promoters 68.3%, FIIs 6.8%, DIIs 4.9%, Public 20.1%.Sep '25: Promoters 68.3%, FIIs 5.5%, DIIs 5.2%, Public 21.0%.Dec '25: Promoters 68.3%, FIIs 5.2%, DIIs 5.0%, Public 21.5%.Mar '26: Promoters 68.3%, FIIs 5.2%, DIIs 5.7%, Public 20.8%.Jun '26: Promoters 68.3%, FIIs 6.2%, DIIs 5.3%, Public 20.2%.

Who was buying across the market this quarter →

Who is on the register

Named in the Jun 2026 filing

Every holder of Supriya Lifescience Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Satish Waman Wagh 67.64%unchanged
Cohesion Mk Best Ideas Sub-Trust FPI fund2.98%unchanged
Aditya Birla Sun Life Insurance Company Limited Insurer2.19%unchanged
Smita Satish Wagh 0.40%unchanged
Shivani Satish Wagh 0.13%unchanged
Saloni Satish Wagh 0.13%unchanged
Satish Waman Wagh Partner representing SupriyaPharmaceuticals 0.00%unchanged
Arun Waman Wagh 0.00%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

What the price assumes

Attractive

To justify its price of ₹902, this stock must grow earnings at 24% every year for 7 years. Our analysis caps realistic growth at ~33%. At that growth it is worth ₹1366 — upside of 51%.

Growth the price implies
24.1% a year
for 7 years, fading to 4%
It has actually compounded at
32.4% a year
net profit, FY23–FY26 · EPS 32.5%
The gap
-0.1 pp
51% downside if it only repeats history
Price today ₹901.75 Value at the reference growth ₹1,365.62

Change the assumptions yourself →

All earnings calls (8)

Read the Q1 FY27 call →

Learn to analyse Supriya Lifescience Limited

Guides on how to read this kind of business and the numbers that matter.