Shelter Pharma Ltd (543963)
சுருக்கம்
நிகழ்வுகள்
- சமீபத்திய முடிவுகள்
- H1 FY27, filed 7 Nov 2026
பங்குச் சந்தைத் தரவு. ஒவ்வொரு எண்ணும் அதன் சொந்தப் பக்கம் காட்டும் வடிவத்திலேயே; தேதிகள் தரவின் தேதிகள். தகவலுக்கு மட்டுமே, முதலீட்டு ஆலோசனை அல்ல.
📈 பங்கு விலை & நிகழ்வுகள்
H1 FY27 முடிவுகள்
Shelter Pharma Ltd reported H1 FY27 results on 7 Nov 2026: revenue ₹45.1 Cr (+35.6% year on year, +13.3% on the previous half-year), and net profit ₹5.2 Cr (+15.7% year on year); the operating margin was 16.4%.
| H1 FY27 (₹ கோடி) | மதிப்பு | YoY H1 FY26-உடன் | முந்தைய அரையாண்டுடன் ஒப்பீடு |
|---|---|---|---|
| வருவாய் | ₹45.1 | +35.6% | +13.3% |
| செயல்பாட்டு லாபம் | ₹7.4 | +17.9% | +14.1% |
| நிகர லாபம் | ₹5.2 | +15.7% | +14.9% |
| EPS (₹) | 3.10 | -20.3% | +13.6% |
| செயல்பாட்டு லாப வரம்பு | 16.4% | — | — |
- செயல்பாட்டு லாப வரம்பு 244 bps YoY குறைந்தது
லாபத்தின் தரம்: வரிக்கு முந்தைய ₹7.0 கோடி லாபத்தில், ₹6.9 கோடி (100%) முக்கிய வணிகத்திலிருந்து வந்தது; மீதம் பிற வருமானம் மற்றும் ஒருமுறை வரவுகளிலிருந்து வந்தது. முக்கிய லாபம் (செயல்பாட்டு லாபத்தில் வட்டி மற்றும் தேய்மானத்தைக் கழித்தது) YoY அடிப்படையில் +15.5% மாறியுள்ளது.
அதன் சொந்தப் போக்குக்கு எதிராக: நிகர லாபம் ₹5.2 கோடியாக இருந்தது; இது, அதன் சமீபத்திய வளர்ச்சி சுட்டிக்காட்டிய ₹5.6 கோடியுடன் ஒப்பிடும்போது -7.3% ஆகும் (எதிர்பார்ப்புக்கு ஏற்ப). இது ஒரு புள்ளியியல் அடிப்படை மட்டுமே; ஆய்வாளர் மதிப்பீடு அல்ல.
📢 சமீபத்திய கார்ப்பரேட் அறிவிப்புகள்
Shelter Pharma Limited submitted its statement of deviation or variation under Regulation 32 for the half-year ended September 30, 2026. The company confirmed zero deviation in the utilisation of ₹2,602.50 lakh raised via preferential warrants convertible into equity shares. Out of the raised amount, ₹2,531.20 lakh was deployed toward working capital requirements and ₹71.30 lakh toward general corporate purposes, exactly matching the original allocation.
- Confirmed nil deviation in the utilisation of ₹2,602.50 lakh raised via preferential warrants
- Allocated and utilised ₹2,531.20 lakh for working capital requirements
- Allocated and utilised ₹71.30 lakh for general corporate purposes
- Initially raised ₹930.35 lakh as 25% subscription money on 88,08,000 warrants at ₹42.25 per share
- Received ₹1,672.15 lakh upon conversion of 52,77,000 warrants into equity shares
Shelter Pharma reported un-audited results for H1 FY27, with revenue growing 35.6% YoY to Rs 45.13 Cr (Rs 451.3 million) and net profit increasing 15.4% YoY to Rs 5.19 Cr (Rs 51.9 million). EBITDA rose 17.9% YoY to Rs 7.38 Cr, although EBITDA margins contracted by 244 bps to 16.4% due to higher freight and employee costs. The company is procuring land for a second plant at Himatnagar with a capex of Rs 12-15 Cr (~28-36% of market cap), aiming to double its revenue capacity to over Rs 200 Cr by 2028. Total borrowings stood low at Rs 2.05 Cr against cash of Rs 1.79 Cr, keeping leverage minimal.
- H1 FY27 revenue rose 35.6% YoY to Rs 451.3 million (Rs 45.13 Cr), driven by human health expansion and strong exports (Rs 61.1 million).
- Net profit increased 15.4% YoY to Rs 51.9 million (Rs 5.19 Cr), with PAT margin at 11.5%.
- Planned capex of Rs 120-150 million (Rs 12-15 Cr) for a second manufacturing plant to double revenue capacity to >Rs 2,000 million by 2028.
- Warrant funds of Rs 2,602.50 lakh (Rs 26.03 Cr) fully utilized towards working capital and general corporate purposes with nil deviation.
- Receivable days reduced to 47 days from 59 days at March 31, 2026.
Shelter Pharma Limited has secured multiple export purchase orders aggregating to USD 364,335 (approximately ₹3.47 crore). The orders span nutraceuticals and animal feed supplements across three international clients: Taha Drugs & Chemicals Co. Ltd. (USD 330,975), First Vet Veterinary Medicines Trading L.L.C (USD 23,300), and Genet International (USD 10,060). The total order value represents approximately 2.8% of the company's TTM revenue of ₹124 crore. All orders are awarded in the normal course of business without any promoter or related-party interest.
- Total export purchase order value of ₹3,46,94,820.52 (USD 3,64,335)
- Largest single order of USD 3,30,975 (₹3.15 crore) from Taha Drugs & Chemicals Co. Ltd.
- Smaller animal feed orders from First Vet (USD 23,300) and Genet International (USD 10,060)
- Orders cover supplies including Joemega Capsules (3,60,000 boxes), Foliman Tablets (2,00,000 boxes), and animal supplements
Shelter Pharma's Board approved the conversion of 4,65,000 warrants into 4,65,000 equity shares of ₹10 face value to promoter Mustaqim Nisarahmed Sabugar. The company received the remaining 75% exercise price of ₹31.6875 per share, totaling ₹1.47 crore against an issue price of ₹42.25 per warrant. Following this allotment, the paid-up equity share capital increased from ₹16.84 crore to ₹17.30 crore. The promoter's outstanding balance of convertible warrants is now nil.
- 4,65,000 warrants converted into equity shares of face value ₹10 each
- Raised ₹14,734,687.50 upon receipt of balance 75% exercise price (₹31.6875 per share)
- Issue price per warrant fixed at ₹42.25 (including a premium of ₹32.25)
- Paid-up share capital increased from ₹16,83,67,920 to ₹17,30,17,920 (1,73,01,792 equity shares)
- Promoter Mustaqim Nisarahmed Sabugar has 0 balance warrants remaining from his initial 7,50,000 allocation
Shelter Pharma reported receiving positive feedback on social media from Dr. C.M. Patel regarding its human healthcare products. The review covered products including Lemonade Barley Water, Alkaliser syrup, and Joemega capsules. The filing was made voluntarily under Regulation 30, and the company explicitly stated it expects no immediate material impact on its financials. Against Shelter Pharma's TTM revenue of ₹124 Cr and market cap of ₹42 Cr, the development is purely promotional and non-quantifiable.
- Feedback received from Dr. C.M. Patel on social media covering Lemonade Barley Water, Alkaliser syrup, and Joemega capsules
- Company explicitly reported zero expected immediate material financial impact from the event
- Voluntary disclosure under Regulation 30 concerning brand credibility in the Human Healthcare segment
Shelter Pharma Limited has received an international purchase order from Berlin International Company for nutraceutical supplies valued at USD 10,150 (approx. Rs 9.72 Lakhs). The order entails the supply of 3,500 units of D3 CURE 50 ML at USD 2.90 per unit. Given the company's TTM revenue of Rs 124 Cr, the order represents less than 0.01% of annual sales and is financially immaterial. The engagement represents a small step in diversifying export revenues, though execution timelines remain subject to purchase order schedules.
- Order size is USD 10,150 or Rs 9,72,360.86
- Scope covers 3,500 units of D3 CURE 50 ML at USD 2.90 per unit
- Awarded by overseas client Berlin International Company in the normal course of business
- Execution timeline set within mutually agreed schedules as per purchase order
Shelter Pharma Limited has completed manufacturing and fully dispatched an export order worth USD 139,200 (~₹1.16 crore) to Taha Drugs & Chemicals Co. Ltd in Sudan. The shipment comprises Foliman Tablets and Joemega Capsules (nutraceutical products). Management noted that increasing repeat orders in Sudan present a target opportunity of approximately ₹50 crore from that market. The dispatched order represents roughly 1% of TTM revenue (₹124 crore).
- Successfully completed and dispatched export order valued at USD 139,200 to Sudan.
- Shipment includes Foliman Tablets and Joemega Capsules under GMP-certified standards.
- Nil balance value remains pending for this specific purchase order.
- Company cited a potential market opportunity of approximately ₹50 crore in the Sudan nutraceutical market.
Shelter Pharma Limited has successfully completed manufacturing and dispatched an export order worth USD 144,000 (~Rs 1.2 crore) to Taha Drugs & Chemicals Co. Ltd in Sudan. The company confirmed that the order for Joemega Capsules (nutraceutical tablets) has been fully settled and 100% dispatched with zero pending balance. Relative to the company's TTM revenue of Rs 124 crore, the order is modest (around 1%), but demonstrates operational execution in export markets.
- Completed and dispatched export order valued at USD 144,000 to Sudan
- Customer: Taha Drugs & Chemicals Co. Ltd for Joemega Capsules / Nutraceutical Tablets
- Value dispatched till date: USD 144,000 with balance pending dispatch at NIL
- Payment has been fully settled according to the company
Shelter Pharma Ltd has announced the launch of an in-house developed herbal healthcare product, SHELTIDIN DS (Cough Spray), effective August 20, 2026. The throat-soothing spray caters initially to the domestic Indian market and is available on e-commerce platforms. The company generated TTM revenue of ₹124 Cr and net profit of ₹16 Cr, but has not disclosed expected sales contributions or capex figures for this launch.
- Launched SHELTIDIN DS – Cough Spray in the Herbal Human Healthcare segment on August 20, 2026
- Product is available domestically across reputed e-commerce platforms
- Developed in-house by the company's R&D team at FDA-GMP approved facilities
- Targeted initially at the domestic market, with plans to explore international opportunities in due course
Shelter Pharma Limited has completed manufacturing and fully dispatched an export order worth USD 12,285 (approx. ₹0.10 crore) to Genet International, Bangladesh. The order comprised veterinary feed supplements including Feedmin Bolus, Regulin Bolus, Lactocal Gel, and Buta-B Bolus. The company confirmed that the order value has been fully settled with zero pending balance for dispatch. Given the company's TTM revenue of ₹124 crore, the financial impact of this transaction is immaterial.
- Completed and dispatched export order valued at USD 12,285 to Bangladesh
- Products supplied include Feedmin Bolus, Regulin Bolus, Lactocal Gel, and Buta-B Bolus
- Payment has been fully settled and balance pending dispatch is NIL
- Order size represents less than 0.1% of Shelter Pharma's TTM revenue of ₹124 crore
Shelter Pharma has successfully completed and dispatched an export order for 'All Vitamins Tablets' to Taha Drugs & Chemicals Co. Ltd in Sudan. The order is valued at USD 103,538 (approximately ₹0.87 Cr), which has been fully settled by the customer. While the order is a positive step for international expansion, it represents a minor fraction (approx. 0.7%) of the company's TTM revenue of ₹124 Cr. The company currently trades at a low P/E of 2.0 with a market capitalization of ₹33 Cr.
- Successfully dispatched export order worth USD 103,538 to Sudan.
- Order value represents approximately 0.7% of the TTM revenue of ₹124 Cr.
- Payment for the order has been fully settled by the customer, Taha Drugs & Chemicals Co. Ltd.
- Company maintains a low debt-to-equity ratio of 0.01 with a net worth of ₹77 Cr.
Shelter Pharma has appointed Dr. Vinita Shivraj Gadhvi as an Additional Independent Director for a five-year term effective July 31, 2026. Dr. Gadhvi brings over 12 years of experience in pharmaceuticals, healthcare innovation, and regulatory compliance, holding a Ph.D. in the Indian Healthcare Startup Ecosystem. This appointment to the board of the Rs 34 Cr market cap company is subject to shareholder approval. The company currently maintains a TTM revenue of Rs 124 Cr with an operating margin of 18.4%.
- Appointment of Dr. Vinita Shivraj Gadhvi for a fixed tenure of 5 consecutive years starting July 31, 2026.
- Dr. Gadhvi possesses over 12 years of experience across pharmaceuticals, healthcare innovation, and strategic growth.
- Academic credentials include a Ph.D. in Healthcare Startup Ecosystem and a Gold Medal in M.Pharm (Quality Assurance).
- The appointee has no reported relationships with existing Directors or Key Managerial Personnel.
Shelter Pharma Ltd has received international purchase orders from Genet International for its veterinary feed supplement products. The total order value is USD 12,285 (approximately ₹10.2 lakhs), which is less than 0.1% of the company's TTM revenue of ₹124 Cr. The order includes products such as Feedmin Bolus, Regulin Bolus, Lactocal Gel, and Buta-B Bolus. While the company views this as a milestone for its international presence, the financial impact is negligible relative to its current scale.
- Total order value of USD 12,285 received from international entity Genet International
- Order includes 2,000 boxes of Feedmin Bolus and 2,500 boxes of Regulin Bolus
- Order value represents approximately 0.08% of the company's TTM revenue of ₹124 Cr
- Execution to be completed within mutually agreed timelines as per the purchase order schedule
Shelter Pharma Ltd has secured a small purchase order from Verka Dairy Ludhiana for the supply of veterinary feed supplements. The total order value is Rs 50,347.50, which is negligible (less than 0.01%) compared to the company's TTM revenue of Rs 124 Cr. The order involves the supply of DIA-VET BLOUS and UTRON products. While the financial impact is immaterial, the order establishes a business relationship with Verka, a prominent dairy brand under MILKFED Punjab.
- Total order value is INR 50,347.50 for veterinary feed supplements
- Order includes 1,000 units of DIA-VET BLOUS priced at Rs 17.20 per unit
- Order includes 600 units of UTRON priced at Rs 51.25 per unit
- The client, Verka Dairy Ludhiana, is a flagship brand of MILKFED Punjab
- Order is to be executed within mutually agreed timelines as per the purchase order
நிறுவனச் சுயவிவரம்
நிதிச் செயல்திறன்
இந்த நிறுவனத்துக்கான நிதிப் பகுப்பாய்வுத் தரவு இன்னும் கிடைக்கவில்லை.
செயல்பாட்டு உந்துசக்திகள்
இந்த நிறுவனத்திற்கான செயல்பாட்டுப் பகுப்பாய்வுத் தரவு இன்னும் கிடைக்கவில்லை.
வியூக வளர்ச்சி
இந்த நிறுவனத்துக்கான வியூக வளர்ச்சிப் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
வெளிப்புறக் காரணிகள்
இந்த நிறுவனத்துக்கு வெளிப்புறக் காரணிகளின் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
ஒழுங்குமுறை & நிர்வாகம்
இந்த நிறுவனத்திற்கான ஒழுங்குமுறைப் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
அபாயப் பகுப்பாய்வு
இந்நிறுவனத்துக்கான அபாய பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
