Synopsis:
The Shilpa Medicare board recommends a 1:1 bonus issue, subject to AGM approval; record date 26 Sept 2025. Q1FY26 profit rose to Rs. 47 crore on Rs. 321 crore revenue.
Known for developing and supplying affordable APIs and complex formulations worldwide, this pharmaceutical player is in focus today as its board has proposed a 1:1 bonus share issue, with a record date sparking a sharp move in the stock ahead of formal approvals.
Shilpa Medicare Limited’s stock, with a market capitalisation of Rs. 8,967 crores, rose to Rs. 949.90, hitting a high of up to 4.82 percent from its previous closing price of Rs. 906.20. Furthermore, the stock over the past year has given a return of 35.8 percent.
Bonus Issue
Shilpa Medicare’s board met on 13 Aug 2025 and recommended a 1:1 bonus issue, meaning you get one new share for every share you already own. The bonus will be issued from the company’s securities premium account and needs shareholders approval at the upcoming AGM. To be eligible, you must be a shareholder on the record date: Friday, 26 Sept 2025.
Revenue Breakdown
Shilpa’s business has three main parts. The API segment makes active drug ingredients and brings in the biggest share of revenue (about 59%). It focuses on oncology and non-oncology drugs, peptides, polymers, payloads and linkers, and also offers CDMO services. This work is done under Shilpa Pharma Lifesciences.
The Formulations segment contributes around 30% and covers finished medicines like tablets and capsules, injectables, oral dissolving films, and transdermal patches, plus CDMO work. It operates through Shilpa Medicare, Shilpa Therapeutics, and FTF Pharma. The Biologics segment contributes about 11% and includes new biologic entities, microbial and mammalian products, GLP‑1, CDMO, and ADCs, run by Shilpa Biologicals and Shilpa Biocare.
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Q1 Financial Highlight
In Q1FY26, the company reported revenue of Rs. 321 crore, up 9.6% YoY from Rs. 293 crore in Q1FY25 but down 3% QoQ from Rs. 331 crore in Q4FY25. Over the past three years, revenue has grown at a 4% CAGR, indicating steady but modest topline expansion.
Profit for Q1FY26 stood at Rs. 47 crore, marking a sharp 236% YoY surge from Rs. 14 crore in Q1FY25 and a 213% QoQ increase from Rs. 15 crore in Q4FY25. The company’s 3-year profit CAGR is 17%, while ROE has grown at a 2% CAGR over the same period, reflecting strong profitability improvement despite moderate sales growth.
Written By Fazal Ul Vahab C H
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