Synopsis:
Senores Prescription drugs is well-positioned to stay insulated from current US tariffs on branded and patented medication as a consequence of its absolutely operational US manufacturing facility. With sturdy CDMO/CMO operations, a diversified regulated markets portfolio, and a robust product pipeline, the corporate affords each resilience and progress potential, mirrored in a 40 % return over six months.
The US authorities lately introduced a one hundred pc tariff on branded and patented drug imports efficient October 1. This determination sparked issues amongst buyers, as corporations relying closely on US exports may face a big affect.
Nonetheless, corporations with home manufacturing within the US are largely exempt from this tariff, mitigating the potential draw back. Senores Prescription drugs stands out on this state of affairs, with a longtime US facility guaranteeing tariff immunity and continuity of operations.
Concerning the Firm
Senores Prescription drugs Restricted, along with its subsidiaries, is a research-driven world pharmaceutical firm targeted on growing and manufacturing a variety of merchandise for the US, Canada, and different regulated and rising markets.
The corporate’s present portfolio consists of 70 ANDA and 27 CMO/CDMO industrial merchandise accredited for distribution within the US. Senores additionally manufactures advanced generics licensed by world authorities and serves greater than 40 rising markets with over 308 product registrations and 719 functions.
The corporate operates two formulation manufacturing services—one in Atlanta, US, USFDA accredited and DEA, TAA & BAA compliant for managed substances and authorities provides, and the opposite in Chhatral, Ahmedabad, India, WHO-GMP accredited for rising markets. As well as, Senores runs two API manufacturing websites in India (Chhatral and Naroda) and has sturdy R&D capabilities throughout three websites (one within the US, two in India).
Senores Prescription drugs at the moment has a market capitalization of Rs. 3,373.43 crore and a inventory worth of Rs. 732.50, delivering a return of 32.56 % over the previous six months.
Regulated Markets Enterprise
Senores primarily serves the US, Canada, and the UK, contributing 65 % of complete income in Q1FY26. The corporate’s USFDA-approved Atlanta facility helps each its personal merchandise and CDMO/CMO operations. The regulated markets portfolio includes 24 commercialized merchandise, 70 accredited ANDA merchandise, 57 pipeline merchandise, and 37 pipeline CGT alternative merchandise.
Mr. Swapnil Shah, Managing Director, stated, “Our moat lies in our skill to serve the federal government channel along with the retail channel within the US. This provides us appreciable aggressive benefit within the US market. A big a part of our product pipeline has potential to cater to authorities contracts. {Our capability} to fabricate and provide managed substances within the US is one other differentiator for us.
Our CDMO/CMO section can also be scaling up as deliberate. We’re including new contracts and growing the share of pocket from current prospects. The contracts in hand give us good visibility for the yr forward. With respect to the US tariff scenario, we consider we’re largely insulated with our total formulation manufacturing occurring domestically within the US.”
CDMO/CMO Operations In Regulated Markets
The corporate affords personalized formulation, growth, and manufacturing capabilities for patrons. Contracts span over 40 merchandise throughout the US, Canada, UK, South Africa, UAE, Israel, Denmark, Saudi Arabia, and Vietnam. The CDMO/CMO enterprise mannequin generates recurring income with regular and predictable money flows, together with know-how switch, developmental prices, and repair earnings. Senores’ capability to fabricate managed substances and cater to authorities provides within the US units it aside as a one-stop-shop resolution supplier.
Atlanta Facility Highlights
The US facility spans 185,300 sq. ft., with two operational manufacturing strains producing 1.2 billion OSD items yearly. Two further strains are scheduled for Q3 and This fall FY26, bringing complete annual capability to 2 billion items. The ability has acquired 4 USFDA approvals, eight buyer audits, and stays DEA and BAA compliant for managed substances and authorities provides.
Senores collaborates with main pharmaceutical gamers together with Ajanta Pharma, Ambica, Cintex, Cipla, Dr. Reddy’s, Jubilant Cadista, Mankind, Solar Pharma, and Shalina.
Monetary Snapshot
Quarter-on-Quarter (QOQ): Gross sales elevated from Rs. 114 crore to Rs. 138 crore, up 21.05 %. Working revenue rose from Rs. 19 crore to Rs. 34 crore, a leap of 78.95 %. PBT grew from Rs. 21 crore to Rs. 26 crore, a rise of 23.81 %, whereas internet revenue improved from Rs. 18 crore to Rs. 21 crore, up 16.67 %.
Yr-on-Yr (YOY): Gross sales surged from Rs. 80 crore to Rs. 138 crore, up 72.50 %. Working revenue rose from Rs. 21 crore to Rs. 34 crore, a rise of 61.90 %. PBT elevated from Rs. 13 crore to Rs. 26 crore, an increase of one hundred pc, whereas internet revenue jumped from Rs. 11 crore to Rs. 21 crore, up 90.91 %.
Outlook
Senores Prescription drugs is strategically positioned to navigate world commerce uncertainties, notably the lately introduced US tariffs on branded and patented medication. With a totally operational US manufacturing facility, the corporate is basically insulated from potential import restrictions, guaranteeing uninterrupted provide to the biggest pharmaceutical market globally. This localized manufacturing not solely protects income streams but in addition strengthens Senores’ aggressive benefit in regulated markets.
Moreover, the corporate’s diversified portfolio—spanning industrial merchandise, ANDA approvals, and CDMO/CMO contracts—affords a number of progress levers and mitigates focus danger. Its sturdy USFDA-approved Atlanta facility, able to producing managed substances and fulfilling authorities contracts, underscores operational resilience.
Written By Manan Gangwar
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