SHILPAMED

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Shilpa Medicare Limited

HealthcarePharmaceuticalsSmall capSlim edge

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The storyPeptide CDMO expansion

Engine is the peptide capacity expansion and complex launches; momentum is steady but the price already assumes it all lands.

Overall read

6.6/10

Priced for it

Riding themesCDMO & CRAMS

The three reads · this quarter

The standing reads · change less often

Moat

Slim edge

Narrow moat built on complex API/formulation capabilities and vertical integration, but constrained by small scale and high capex needs.

Key variables

4 tracked

lead: New product launch pipeline breadth

Pipeline remains stable at high level, with launches maturing into commercial revenue and new assets entering development, indicating sustained growth potential.

Walk the talk

Not enough data

SHILPAMED

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Shilpa Medicare Limited

HealthcarePharmaceuticalsSmall cap

Track this name

The storyPeptide CDMO expansion

Engine is the peptide capacity expansion and complex launches; momentum is steady but the price already assumes it all lands.

Overall read

6.6/10

Priced for it

The three reads · this quarter

SHILPAMED

Track this name

Shilpa Medicare Limited

HealthcarePharmaceuticalsSmall capSlim edge

Track this name

The storyPeptide CDMO expansion

Engine is the peptide capacity expansion and complex launches; momentum is steady but the price already assumes it all lands.

Overall read

6.6/10

Priced for it

Where it sits

#44/146TOP 30%

Where it sits

Riding themesCDMO & CRAMS

The three reads · this quarter

Moat

Slim edge

Narrow moat built on complex API/formulation capabilities and vertical integration, but constrained by small scale and high capex needs.

Key variables

4 tracked

lead: New product launch pipeline breadth

Pipeline remains stable at high level, with launches maturing into commercial revenue and new assets entering development, indicating sustained growth potential.

Walk the talk

Not enough data

Growth readStrongbase 25-30% · Rank 29/100

Peptide capacity expansion to commission by end FY27, enabling GLP-1 and CDMO growth.

bear <20%base 25-30%bull >30%

1.6RICH

Valuation readRichly pricedpriced 2 days ago

Mixed against its own history, and the price banks on growth above anything it has delivered.

P/E vs own history · in-lineEV/EBITDA vs own history · stretched