Deven Choksey's research report on Supriya Lifescience
Consolidated revenue for the quarter decreased by 9.7% YoY (-21.2% QoQ) to INR 1,451 Mn., sharply below our estimates due to subdued growth in the Vitamin and Anti-Histamine segments. Overall, mid single-digit growth in the Analgesics segment was offset by a decline in other segments.
Outlook
We have rolled forward our valuation to Jun’27 estimates. We value Supriya Lifescience at 25.5x Jun’27 EPS (~ to its 3-year LTM Avg. P/E), implying a target price of INR 800. Supriya Lifescience is currently trading at 29.4x/23.0x of our FY26E/FY27E EPS estimates. We reiterate our “BUY” rating on the stock, as we believe near-term disruptions are transient and the company is well positioned for a strong H2FY26 recovery.
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