Sakar Healthcare LtdNSE:SAKAR
Current view Q4 2026
Cancer-drug factory is the engine: sales jumped 42%, profit 67%, and the plant is paid-for and under 30% full. Watch: the big Europe export dream keeps slipping.
Latest exchange filings last 5 · 5 after Q4 2026
- 14 Sep ’26Sakar Healthcare to hold analyst and investor plant visit on September 17-18, 2026. ↗
- 14 Sep ’26Sakar Healthcare will host analyst and investor plant visits and management meetings on September 17-18, 2026. ↗
- 1 Sep ’26Sakar received 14 oncology product approvals in EU, UK and Canada with 7 partners. ↗
- 29 Aug ’26AGM on 22 September 2026; e-voting from 19-21 September; book closure 12-21 September. ↗
- 27 Aug ’26Company submitted 22nd AGM notice and Annual Report 2025-26. ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +42.0% | +1.4% | +23.6% | +21.4% |
| Operating profit | ▲ +62.5% | +36.8% | +23.2% | +24.2% |
| EPS | ▲ +88.9% | +7.4% | +26.9% | +14.9% |
| PAT | ▲ +83.3% | +10.0% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +42.0%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
Average58/100
Growing fast — and the market has noticed. Profit per share grew 27% a year, and buyers now pay more for each rupee of it than they did a year ago. Some of the re-pricing has already happened.
₹1,090 → ₹2,179 needs the P/E at 78× — it is 80× today, and has ranged 17× to 66× over the last 5 years. The rest would come from earnings growing as they have.
What you pay for its profitlog scale · 5-year range
Tripling needs 117× — never traded above 66× in 5 years.
At ₹558 the price-tag on its earnings reaches the 41× it is being projected toward — the point where being cheap against that yardstick is used up.
Re-rated already, on growth that doesn't fully back it.
How this is calculated
This is arithmetic, not a forecast — Return = ΔEPS × ΔMultiple. It says what would have to be true, not how likely it is, and "earnings keep growing at this rate for three more years" is the assumption doing the most work. This is a small-cap at ₹2,460 cr, so the odds of a re-rate are not fighting its own size.
Growth rate used: 26.9% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 60%.
How it compares with its rivals Healthcare · 6 of 159 listed
These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| Sakar Healthcare | ₹1,171 | 72.2× | ₹2,605 Cr | 12.4% | +120.1% | +38.4% |
| Sun Pharma.Inds. | ₹1,851 | 35.1× | ₹4.44 L Cr | 20.5% | +6.0% | +10.5% |
| Divi's Lab. | ₹9,379 | 83.5× | ₹2.49 L Cr | 22.0% | +65.5% | +27.8% |
| Torrent Pharma. | ₹4,858 | 82.8× | ₹1.85 L Cr | 15.2% | +5.8% | +54.9% |
| Zydus Lifesci. | ₹1,154 | 23.6× | ₹1.15 L Cr | 21.1% | −35.1% | +22.0% |
| Cipla | ₹1,374 | 31.0× | ₹1.11 L Cr | 15.5% | −39.2% | +2.3% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | wider, but it has moved around a lot | operating margin 23% → 29% over 3 years |
|---|---|---|
| Did the profit turn into cash? | most of it, with some tied up | 77% last year, 74% over three · free cash flow ₹21 cr, positive in 2 of 5 years |
| Is the growth borrowed? | lightly borrowed | ₹71 cr — 0.22× its own equity (was 0.30×) |
| Is it being collected? | collection is steady | 73 days to collect, up 10 in a year · cash cycle 127 days |
| Who has been buying? | the promoters have held steady | promoters 52.5% (−0.3 in a year), 54.1% → 52.5% over 2.8 years · FIIs 12.1% (−1.3) · DIIs 11.4% (+0.1) · shareholders 7,299 → 14,734 |
| What does it earn on its capital? | earns a fair return on its capital | ROCE 12.4% · ROE 10.0% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company is expected to give good quarter
- Company has delivered good profit growth of 23.1% CAGR over last 5 years
Against it
- Stock is trading at 8.12 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
- Company has a low return on equity of 7.50% over last 3 years.
- Promoter holding has decreased over last 3 years: -8.20%
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.