Supriya Lifescience Ltd
SUPRIYA NSE
Supriya Lifescience Ltd
HealthcareNSE: SUPRIYA BSE: 543434 Pharmaceuticals
Key Fundamentals
MicrocapPharmaceuticalsHealthcareMarket Cap
₹6,407 Cr
Volatility
Moderate
P/E Ratio
32.52
EBITDA
₹294 Cr
Return on Equity
18.86%
Debt to Equity
0
Book Value
₹148.82
EPS
₹16.8
52W High
₹1,085
52W Low
₹545.5
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view Supriya Lifescience Ltd insights
52 extracted metrics + investor summaries across FY17–FY26.
Tapetide Score
Data-driven rating, 0–100. How it works →
Technical Indicators
Key Insights
Strengths
2- Company is almost debt free.
- Company is expected to give good quarter
Weaknesses
1- Debtor days have increased from 79.6 to 96.8 days.
Growth Rate
Revenue Growth
17.21% ↗
Net Income Growth
13.48% ↗
Cash Flow Change
45.34% ↗
ROE
29.09% ↗
ROCE
22.19% ↗
EBITDA Margin (Avg.)
-8.69% ↗
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 43d agoAI opinion · based on fundamentals
Risk medium
Supriya Lifescience is a nearly debt-free API manufacturer that reported FY26 revenue of ₹828 crore (up 19% YoY) and net profit of ₹209 crore, trading at a PE of 37.7x with a market cap of ₹7,362 crore. The company has guided for ₹1,000 crore revenue by FY27, backed by a 55% capacity expansion at its Lote Parshuram facility, though valuation remains elevated and debtor days have stretched to 97 days.
Bull Case 8
- Nearly debt-free balance sheet with zero secured loans as of FY25, providing financial flexibility for capacity expansion without dilution or interest burden
- FY26 revenue grew 19% YoY to ₹828 crore from ₹696 crore, demonstrating consistent topline momentum with 3-year sales CAGR of 22%
- Q4 FY26 revenue surged 50.2% YoY to ₹276.5 crore and PAT jumped 47% YoY to ₹74.2 crore, indicating accelerating growth trajectory
- Lote Parshuram facility capacity expanded 55% to 932 KLPD after Module E commissioning, providing visible runway toward the ₹1,000 crore FY27 revenue target
- 3-year compounded profit growth of 33% significantly outpaces the 22% sales CAGR, reflecting operating leverage and margin expansion from 27.4% OPM in FY23 to 35% in FY26
- Consistent ROE profile averaging 19-20% over 3-5 years and ROCE of 24.3% indicates efficient capital deployment relative to pharma peers
- Management guidance of over 20% revenue growth for FY27 requires only 21% growth from the FY26 base of ₹828 crore, making the ₹1,000 crore target arithmetically achievable
- Stock has delivered 33% returns over 1 year and 59% CAGR over 3 years, reflecting strong market re-rating on earnings delivery
Bear Case 8
- PE ratio of 37.7x is elevated for a specialty API company with FY26 EPS of approximately ₹26, leaving limited margin of safety if growth disappoints
- Debtor days have increased from 79.6 to 96.8 days, signaling potential working capital strain or channel stuffing risk as revenue scales
- OPM contracted from 36.9% in FY25 to 35.0% in FY26, and Q4 FY26 EBITDA margin dipped 142 bps YoY to 35.3%, suggesting margin pressure at higher volumes
- Price-to-book ratio of 6.58x is demanding; even with reserves of ₹981 crore on a book value of ~₹149 per share, downside risk is significant in a de-rating scenario
- Dividend yield of just 0.10% with a payout ratio under 4% offers negligible income return, making the stock entirely dependent on capital appreciation
- Revenue concentration in API/anesthetics segments exposes the company to pricing pressure and regulatory risk in a limited number of therapeutic categories
- Capital work-in-progress stood at ₹148 crore as of FY25, and ongoing capex at Ambernath and Patalganga carries execution and commissioning timeline risk
- 52-week high/low data is unavailable, but the stock surged 73% in 3 months, raising the risk of mean-reversion if quarterly results do not sustain the Q4 FY26 run-rate
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 43d ago Headwinds 1
- GM faces NDPS judicial custody Jul 4
GM Sales & Marketing Sreekant Sreedharan granted judicial custody till July 17, 2026, following Customs Department investigation under the NDPS Act. This poses reputational and operational risk.
Positives 1
- FY26 final dividend declared Jun 23
Board recommended final dividend of Re 1.00 per share for FY25-26, subject to shareholder approval and TDS provisions.
Neutral 3
- Promoters hold unencumbered shares Jun 29
Promoters disclosed zero encumbrance on shares for FY ended March 31, 2026, filed under SEBI takeover regulations.
- Trading window closed for Q1 Jun 20
Trading window closed from July 1, 2026, until 48 hours after Q1FY27 results declaration.
- Analyst and investor meetings held Jun 15
Virtual analyst meet scheduled June 18 and investor meeting on June 12, 2026, with presentation available on company website.
TL;DR: Supriya Lifescience faces a significant reputational headwind with its GM Sales & Marketing under judicial custody in an NDPS-related case, which could unsettle investor confidence. On the positive side, the company declared a modest FY26 dividend and promoters maintain unencumbered holdings, signaling stable ownership. The near-term outlook hinges on how the company manages fallout from the NDPS investigation and whether operational performance remains unaffected heading into Q1FY27 results.
Quarterly Results
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 132 | 140 | 140 | 158 | 161 | 166 | 186 | 184 | 145 | 200 | 206 | 277 | 190 |
| Expenses | 88 | 108 | 99 | 103 | 98 | 101 | 120 | 117 | 93 | 127 | 134 | 179 | 142 |
| Operating Profit | 44 | 32 | 41 | 56 | 63 | 65 | 66 | 68 | 52 | 73 | 72 | 98 | 47 |
| OPM % | 34% | 23% | 30% | 35% | 39% | 39% | 36% | 37% | 36% | 36% | 35% | 35% | 25% |
| Other Income | 3 | 2 | 3 | 2 | 2 | 3 | 2 | 3 | 3 | 3 | 2 | 3 | 3 |
| Interest | 1 | 0 | 0 | 1 | 0 | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 0 |
| Depreciation | 4 | 4 | 4 | 4 | 5 | 5 | 5 | 6 | 6 | 7 | 7 | 8 | 9 |
| PBT | 43 | 30 | 40 | 53 | 60 | 62 | 63 | 64 | 47 | 68 | 67 | 92 | 41 |
| Tax % | 33% | 20% | 26% | 31% | 25% | 26% | 25% | 21% | 27% | 26% | 26% | 19% | 41% |
| Net Profit | 29 | 24 | 30 | 37 | 45 | 46 | 47 | 50 | 35 | 50 | 50 | 74 | 24 |
| EPS in Rs | 3.54 | 2.97 | 3.7 | 4.59 | 5.55 | 5.73 | 5.81 | 6.26 | 4.32 | 6.27 | 6.17 | 9.22 | 2.99 |
Profit & Loss
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 184 | 213 | 278 | 312 | 391 | 530 | 461 | 570 | 696 | 828 | 873 |
| Expenses | 166 | 191 | 213 | 213 | 218 | 316 | 332 | 394 | 436 | 534 | 583 |
| Operating Profit | 17 | 22 | 65 | 98 | 173 | 214 | 129 | 176 | 261 | 294 | 290 |
| OPM % | 9% | 10% | 23% | 32% | 44% | 40% | 28% | 31% | 37% | 36% | 33% |
| Other Income | 7 | 9 | 8 | 11 | 5 | 8 | 9 | 11 | 10 | 11 | 11 |
| Interest | 12 | 11 | 10 | 7 | 4 | 4 | 3 | 5 | 2 | 2 | 2 |
| Depreciation | 5 | 5 | 5 | 6 | 7 | 10 | 12 | 16 | 20 | 28 | 31 |
| PBT | 8 | 14 | 57 | 96 | 167 | 207 | 123 | 166 | 248 | 275 | 268 |
| Tax % | 30% | 40% | 31% | 24% | 26% | 27% | 27% | 28% | 24% | 24% | — |
| Net Profit | 6 | 9 | 39 | 73 | 124 | 152 | 90 | 119 | 188 | 209 | 198 |
| EPS in Rs | 3.87 | 5.96 | 26.93 | 50.11 | 16.89 | 18.86 | 11.17 | 14.8 | 23.35 | 25.98 | 24.65 |
| Div. Payout % | 0% | 0% | 0% | 20% | 3% | 3% | 5% | 5% | 4% | 4% | — |
Balance Sheet
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 15 | 15 | 15 | 15 | 15 | 16 | 16 | 16 | 16 | 16 |
| Reserves | 31 | 40 | 79 | 134 | 254 | 600 | 683 | 799 | 981 | 1,182 |
| Borrowings | 140 | 130 | 90 | 82 | 72 | 27 | 22 | 5 | 5 | 5 |
| Other Liabilities | 55 | 60 | 69 | 105 | 105 | 92 | 98 | 101 | 110 | 154 |
| Total Liabilities | 241 | 245 | 253 | 336 | 445 | 735 | 820 | 921 | 1,112 | 1,357 |
| Fixed Assets | 89 | 91 | 85 | 99 | 100 | 190 | 262 | 310 | 453 | 689 |
| CWIP | 36 | 34 | 35 | 40 | 79 | 43 | 68 | 149 | 148 | 36 |
| Investments | 0 | 0 | 0 | 0 | 0 | 0 | 25 | 64 | 63 | 99 |
| Other Assets | 117 | 120 | 133 | 197 | 267 | 502 | 466 | 399 | 448 | 534 |
| Total Assets | 241 | 245 | 253 | 336 | 445 | 735 | 820 | 921 | 1,112 | 1,357 |
Cash Flow
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating | 27 | 28 | 49 | 117 | 76 | 49 | 64 | 113 | 165 | — |
| Investing | -27 | -5 | 5 | -25 | -47 | -60 | -124 | -174 | -152 | — |
| Financing | -2 | -20 | -50 | -29 | -15 | 150 | -10 | -22 | -8 | — |
| Net Cash Flow | -2 | 3 | 4 | 62 | 15 | 139 | -70 | -83 | 4 | — |
| Free Cash Flow | 0 | 23 | 54 | 92 | 29 | -11 | -44 | -32 | 2 | — |
| CFO/OP | 158 | 141 | 97 | 146 | 61 | 51 | 73 | 86 | 86 | — |
Ratios
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 99 | 92 | 79 | 60 | 69 | 79 | 67 | 71 | 70 | 97 |
| Inventory Days | 113 | 85 | 77 | 130 | 206 | 172 | 234 | 140 | 205 | 229 |
| Days Payable | 121 | 112 | 110 | 130 | 145 | 91 | 130 | 98 | 129 | 159 |
| Cash Conversion Cycle | 91 | 64 | 45 | 61 | 130 | 160 | 171 | 114 | 146 | 167 |
| Working Capital Days | -69 | -50 | -5 | -40 | 28 | 117 | 168 | 157 | 144 | 147 |
| ROCE % | — | 14% | 37% | 50% | 60% | 43% | 19% | 22% | 27% | 25% |
Documents
1
Format of the Initial Disclosure to be made by an entity identified as a Large Corporate : Annexure A
30 Apr - April 30, 2026 disclosure says Supriya Lifescience is not a large corporate; outstanding borrowing nil, highest rating A+. 30 Apr - April 30, 2026 disclosure says Supriya Lifescience is not a large corporate; outstanding borrowing nil, highest rating A+.
2
Format of the Initial Disclosure to be made by an entity identified as a Large Corporate : Annexure A
30 Apr - April 30, 2026 disclosure says Supriya Lifescience is not a large corporate; outstanding borrowing nil, highest rating A+. 30 Apr - April 30, 2026 disclosure says Supriya Lifescience is not a large corporate; outstanding borrowing nil, highest rating A+.
3
Disclosure Under Regulation 30 Of The SEBI (LODR) Regulations, 2015 - Update On Inspection By United States Food & Drug Administration (USFDA)
22 Apr - USFDA inspection at Lote facility ended with one minor Form 483 observation; EIR received with VAI on April 22, 2026. 22 Apr - USFDA inspection at Lote facility ended with one minor Form 483 observation; EIR received with VAI on April 22, 2026.
4
Disclosure Under Regulation 30 Of The SEBI (LODR) Regulations, 2015 - Update On Inspection By United States Food & Drug Administration (USFDA)
15h - USFDA inspection at Lote facility ended with one minor Form 483 observation; EIR received with VAI on April 22, 2026. 15h - USFDA inspection at Lote facility ended with one minor Form 483 observation; EIR received with VAI on April 22, 2026.
5
Shareholder Meeting / Postal Ballot-Outcome of Postal_Ballot
11 Apr - Postal ballot passed appointing Manish Panchal, Kothandaraman Hari, and reappointing Neelam Arora as independent directors. 11 Apr - Postal ballot passed appointing Manish Panchal, Kothandaraman Hari, and reappointing Neelam Arora as independent directors.
Frequently Asked Questions about Supriya Lifescience Ltd
What does Supriya Lifescience Ltd do?
Supriya Lifescience is engaged in the manufacturing of Active pharmaceutical ingredients (APIs). As of March 31, 2021, the company produces 38 APIs focused on diverse therapeutic segments such as antihistamine, analgesic, anaesthetic, vitamin, anti-asthmatic and anti-allergic.[1]
Where is Supriya Lifescience Ltd (SUPRIYA) listed?
Supriya Lifescience Ltd is listed on the Indian stock exchanges. It is listed on NSE: SUPRIYA and BSE: 543434. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Supriya Lifescience Ltd belong to?
Supriya Lifescience Ltd operates in the Healthcare sector within the Pharmaceuticals industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Supriya Lifescience Ltd?
Supriya Lifescience Ltd has a market capitalisation of approximately ₹6406.83 Cr. Based on this, it is classified as a Mid Cap stock.
What is the PE ratio of Supriya Lifescience Ltd?
The Price-to-Earnings (PE) ratio of Supriya Lifescience Ltd is 32.52. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Supriya Lifescience Ltd?
Over the past 52 weeks, Supriya Lifescience Ltd has traded between a low of ₹545.5 and a high of ₹1,085. This range helps investors understand the stock's price volatility and recent trading levels.
Does Supriya Lifescience Ltd pay dividends?
Yes, Supriya Lifescience Ltd has a dividend yield of 0.13%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Supriya Lifescience Ltd?
Supriya Lifescience Ltd has a Return on Equity (ROE) of 18.86%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Supriya Lifescience Ltd on Tapetide?
On Tapetide, you can view Supriya Lifescience Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.
Company Information
Supriya Lifescience is engaged in the manufacturing of Active pharmaceutical ingredients (APIs). As of March 31, 2021, the company produces 38 APIs focused on diverse therapeutic segments such as antihistamine, analgesic, anaesthetic, vitamin, anti-asthmatic and anti-allergic.[1]