Supriya Lifescience Ltd(SUPRIYA)

NSE: SUPRIYABSE: 543434

₹ 845.75+1.51%refreshed 27 Oct, 10:30 am ISTMarket cap: ₹ 6,807 crWebsite: www.supriyalifescience.comUpdated: 27 Oct 2026

About

Supriya Lifescience Ltd is an Indian API and advanced-intermediates manufacturer focused on anesthetics, antihistamines, vitamins and cardiovascular molecules, with a growing finished-dose formulation (FDF) arm at its Ambernath facility. The company reported FY26 revenue of Rs. 828 crores, growing 18.9% year-on-year, with exports accounting for 82% of sales. Its Lote MIDC plant in Maharashtra has been inspected and cleared by the USFDA four times and holds 21 US DMF filings and 14 CEPs.^[1]

Products and backward integration

Portfolio spans anesthetics, antihistamines, vitamins, cardiovascular advanced intermediates, and ADHD molecules; the company targets 3 - 4 new product launches per year.^[2]
72% of Q1 FY27 revenues came from fully backward-integrated products, down from 74% at 9M FY26 and 76% at FY26 year-end; the long-term target is 80 - 82%.^[3]
Cardiovascular advanced intermediate launched in Q3 FY26 with 1,000-ton installed capacity; full commercial ramp-up (targeting ~300 MT) is ~9 months away as of Q1 FY27 due to customer qualification timelines.^[4]
ADHD product launched during FY26 with demand from LATAM and Europe; two additional ADHD launches are in the FY27 pipeline.^[1]
Contrast media (Iohexol) launch is targeted for H2 FY27 after a delay for process optimisation to improve cost economics.^[1]
ATS-8 commercial volumes target 250 - 300 tons in FY27 from export-market customers; backward integration of ATS-3 to ATS-5 commenced commercially.^[2]

Operations and manufacturing

Primary manufacturing is at Lote MIDC (Maharashtra); the Lote facility has received USFDA approval 4 times and carries VAI classification following a surprise inspection in February 2026 with only one minor observation.^[1]
Reactor capacity at Lote stood at 932 KLPD as of Q2 FY26; overall capacity utilisation was 86% in H1 FY26 and 76% for full-year FY26.^[4]
Block E at Lote was utilised at 47% in Q1 FY27.^[3]
Ambernath FDF facility was commissioned and capitalised in Q4 FY26 at a total capex of INR 140 - 160 crores; WHO GMP certificate has been received, opening semi-regulated markets.^[2]
Two anesthetic liquid inhalation products were to be commercially launched from Ambernath in Q2 FY27; EU GMP audit at Ambernath is scheduled for the second half of November 2026.^[3]
R&D team comprises 68+ scientists as of Q1 FY27.^[3]

Regulatory filings

Cumulative US DMF filings stand at 21 and CEPs at 14 as of Q1 FY27.^[3]
CEP for an anesthetic API is expected in October - November 2026, which would enable regulated EU market sales.^[3]

Geography and customers

Exports contributed 81% of Q1 FY27 revenue; within exports, Asia was 39%, Europe 35%, LATAM 20%, and North America ~3%.^[3]
Exports were 82% of FY26 revenue; in Q3 FY26, LATAM accounted for 24% of revenue, up from 21% in Q3 FY25, and North America contributed 6%.^[1]
DSM Firmenich contract (riboflavin/vitamin supply) contributed INR 30 - 35 crores in FY26; a dedicated facility for DSM is operational and peak volumes (~INR 60 crores) are expected in FY27.^[1]
As of Q1 FY27, management was close to signing a term sheet for a large anesthetic CDMO contract; 4 - 5 API and advanced-intermediate CDMO partnerships with regulated-market customers are at early stages.^[3]

Key operating numbers

Q1 FY27 revenue reached Rs. 190 crores, up 31% YoY, despite an estimated Rs. 30 - 35 crores of production deferred due to water shortage at Lote MIDC over 15 - 20 days.^[3]
Net working capital days were 235 days as of FY26 per Q1 FY27 disclosure, compared with 170 days reported at FY26 close; receivable days were 78 days in FY26.^[3]

Expansion and capex

Patalganga greenfield site (80,000 sq. m., near Navi Mumbai airport): all clearances secured; Phase 1 capex of ~INR 200 crores covers two API/advanced-intermediate blocks and two formulation blocks; boundary wall construction started in FY27.^[1]
F Block at Lote: ~INR 40 - 50 crores capex for additional 150 - 200 KL capacity; construction to start within a couple of quarters from Q1 FY27.^[1]
FY26 total capex was INR 152 crores, above earlier guidance of INR 75 - 90 crores, primarily due to Ambernath facility spend.^[1]

Recent developments

Board recommended a final dividend of Re 1.00 per equity share of ₹2 (50%) for FY26.^[5]
Rampurawala Mohammed A & Co appointed cost auditor for FY27 at ₹2.50 lakhs remuneration.^[5]
Water scarcity at Lote MIDC in Q1 FY27 caused approximately Rs. 30 - 35 crores of production loss over 15 - 20 days; management described the impact as transient.^[3]
A Maharashtra solar power policy change in Q1 FY27 created an incremental ~Rs. 8 crores EBITDA impact, described by management as one-off.^[3]
SAP ERP implementation was expected to go live within 4 - 5 months of Q1 FY27 to strengthen internal controls.^[3]

Market Cap

₹6,807 Cr

High / Low

₹1,086 / 546

Stock P/E

33.2

Price / Book

5.5

Book Value

₹149

EPS

₹26.0

No. of Shares

8.05 Cr

ROCE

25.1%

ROE

19.1%

OPM

33.0%

Debt / Equity

0.00

Sales

₹828 Cr

Net Profit

₹209 Cr

Promoter holding

68.3%

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