Senores Pharmaceuticals (SENORES IN) – Management Meet Update – ANDA commercialization to fuel growth – Not Rated
Published on 13 Aug 2026
The company reported Revenue/EBITDA/PAT CAGR of 72%/101%/92% over FY24–26, with RoE/RoCE of 12.4%/12.6% in FY26. At current market price of INR1,467, the stock trades at 58.6x FY26 P/E. We expect the company to benefit from the commercialization of its acquired ANDA portfolio, contributions from Apnar pharma and Amerisyn JV, and improving profitability driven by a higher share of specialty products and operating leverage.
