Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Strides Pharma Science Ltd

STAR
Pharma - Formulators

Strides Pharma Science Ltd is printing record margins on a fuller multiple. From here the earnings must do all the lifting.

The sharpest disagreement: profits are rising, but only 42% of the last 3 years' profit arrived as operating cash — the gap between the P&L and the bank account is the thing to watch.

The price is in a confirmed uptrend (164 weeks in) while the P/E sits at the 52nd percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +50.0% year on year, and 42% of the last 3 years' profit arrived as cash. What settles it: whether the cash starts following the profit.

Price
₹1,075
+21.9% 1Y
P/E
16.6×
52nd pctile
of its own 10-year range
Revenue (Mar 26)
₹1,323 Cr
+11.2% YoY
Profit (Mar 26)
₹129 Cr
+50.0% YoY
Operating margin
18.0%
flat YoY
ROCE
18%
FY26
ROIC
12.2%
vs WACC 12.0% → +0.2 pp
Cash conversion
42%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Strides Pharma Science Ltd trades at ₹1,075, in a confirmed uptrend and 164 weeks into that stage. That is +10.9% against its own 200-day average. It sits at 77% of a 52-week range of ₹796 to ₹1,157. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (4 weeks and counting).

Today the stock is in a confirmed uptrend — week 164 of stage 2, confirmed. At ₹1,075 it trades +10.9% versus its 200-day average and sits at 77% of its 52-week range (₹796–₹1,157).

Jul 26: ₹1,075 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+10.9% versus the 200-day line, week 164 of stage 2
Price50-day avg200-day avg
S2₹1,236₹949₹663₹376₹89.2₹1,075₹969Jul 23Apr 24Feb 25Nov 25Jul 26
S2₹1,236₹949₹663₹376₹89.2₹1,075₹969Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (547 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Mar 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.3 years the stock moved +115% while the NIFTY 500 moved +274% — behind the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (4 weeks and counting; last ahead the week of 2026-06-25) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 52nd percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Strides Pharma Science Ltd trades at 16.6× P/E, mid-range by its own standards (52nd percentile). Its long-run median P/E is 16.0×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 16.6× is mid-range by its own standards (52nd percentile), against a long-run median of 16.0× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 16.6× vs a 16.0× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window; loss-period spikes above 48× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
mid-range by its own standards (52nd percentile)
P/EMedianEPS (TTM) (quarterly)
51.7×₹10438.8×₹78.025.8×₹52.012.9×₹26.00.0×₹0.0×16.60×₹62Mar 16Mar 18Mar 20Sep 24Jul 26
51.7×₹10438.8×₹78.025.8×₹52.012.9×₹26.00.0×₹0.0×16.60×₹62Mar 16Mar 20Jul 26
PEG 4.38 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 19 quarters; values above 6 pinned at the top.
above 1.0, the multiple already banks the growth
PEGPEG = 1.0
6.4×4.8×3.2×1.6×0.0××4.38×Q2 FY22Q2 FY23Q3 FY24Q3 FY25Q4 FY26
6.4×4.8×3.2×1.6×0.0××4.38×Q2 FY22Q3 FY24Q4 FY26
P/E
16.6×
52nd percentile of 10y
PEG
n/m
not derivable — 3-year earnings growth unavailable

🚨 Why the multiple sits where it does: over the past year annual EPS moved −84.5% against a +21.9% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 5y, of the +23.8%/yr price move, ~+19.5%/yr came from earnings growth and ~+4.3 pp from the multiple (expanding); over 10y, of the +7.2%/yr price move, ~+12.8%/yr came from earnings growth and ~−5.6 pp from the multiple (compressing). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: No read

Stage: No read Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Strides Pharma Science Ltd reads as no read on its fundamental arc. Under eight usable quarters on the growth trio — not enough history for an honest trajectory read. The read is built from 12 quarters across 2 curves, on partial evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. Where the trailing-twelve-month history is short, the curve falls back to single-quarter year-on-year growth — noisier, and the classifier smooths and caps base-effect spikes before reading. Base-effect spikes shown pinned (▲). A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
15%348%13%174%11%0.0%8.1%−174%5.7%−348%%%6.4%50%−84.6%Jun 23Sep 24Mar 26
15%348%13%174%11%0.0%8.1%−174%5.7%−348%%%6.4%50%−84.6%Jun 23Sep 24Mar 26
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
19%14%9.0%3.8%−1.4%%18%FY23FY24FY26
19%14%9.0%3.8%−1.4%%18%FY23FY24FY26
Revenue growth
Steady high
latest +6.4% · span +6.4% to +14.7%
ROCE
Rising
latest 18.0% · span 0.0%–18.0%

Why it matters: with too little history, an honest page says so instead of guessing a trajectory.

One or more growth curves carry a base-effect spike — a large year-on-year move off a near-zero or loss-making comparable quarter. Those spikes are capped before the classifier reads the trajectory, and shown pinned on the chart, so a single distorted quarter does not drive the stage call.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

Fewer than eight usable quarters on the growth curves — this page will not guess a trajectory from a stub of history.

Growth, year by year: revenue +6.4% in FY26, profit −84.0% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn. Turnaround-year spikes shown pinned (▲).
Revenue YoYProfit YoYEPS YoY
152%347%105%177%58%8.1%11%−161%−36%−330%%%6.4%−84%FY16FY21FY26
152%347%105%177%58%8.1%11%−161%−36%−330%%%6.4%−84%FY16FY21FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+6.4%) with the last 8 annualized (+10.5%).
revenue rolling over
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
15%−84%13%−85%11%−87%8.1%−88%5.7%−90%%%6.4%−84%Jun 23Sep 24Mar 26
15%−84%13%−85%11%−87%8.1%−88%5.7%−90%%%6.4%−84%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+6.4%+9.6%+7.9%+5.4%
Profit−84.0%+17.4%+19.7%
EPS−84.5%+15.1%+17.4%
Share price+21.9%+73.9%+23.8%+7.2%
Revenue YoY (Mar 26)
+11.2%
latest quarter vs a year ago
Profit YoY (Mar 26)
+50.0%
latest quarter vs a year ago
Revenue 10y
5.4%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

41.2/100 — rank 31 of 43 in Pharma - Formulators · 76% evidence confidence

Strides Pharma Science Ltd scores 41.2 out of 100 against the 43 companies it is compared with in Pharma - Formulators, ranking 31. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 9.5 + 13.4 + 11.3 + 7 = 41.2. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Strides Pharma Science Ltd reported ₹1,323 Cr of revenue in the Mar 26 quarter, +11.2% year on year. That is the 11th straight quarter of year-on-year growth. Over 10 years it has compounded at 5.4% a year. The last full year, FY26, came in at ₹4,859 Cr. The last four reported quarters add to ₹4,859 Cr.

Strides Pharma Science Ltd reported ₹1,323 Cr of revenue in the Mar 26 quarter, +11.2% year on year. That is the 11th straight quarter of year-on-year growth. Over 10 years it has compounded at 5.4% a year. The last full year, FY26, came in at ₹4,859 Cr. The last four reported quarters add to ₹4,859 Cr.

FY26 revenue came in at ₹4,859 Cr (+6.4% on the year), capping 10 years at 5.4% compound. The latest quarter (Mar 26) printed ₹1,323 Cr, +11.2% year on year — the 11th consecutive quarter of year-over-year growth.

FY26 revenue ₹4,859 Cr (+6.4% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
5.4% a year over 10 years
RevenueYoY growth
5.2k152%3.9k105%2.6k58%1.3k11%0−36%₹ Cr%₹4,8596.4%FY16FY21FY26
5.2k152%3.9k105%2.6k58%1.3k11%0−36%₹ Cr%₹4,8596.4%FY16FY21FY26
Mar 26: ₹1,323 Cr (+11.2% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
11th straight quarter of growth
Revenue (quarterly)YoY growth
1.4k18%1.1k13%7147.8%3572.7%0−2.5%₹ Cr%₹1,32311.2%Jun 23Sep 24Mar 26
1.4k18%1.1k13%7147.8%3572.7%0−2.5%₹ Cr%₹1,32311.2%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +6.4% growth against the decade's 5.4% — the current year is running in line with its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +6.4% over the last 4 quarters against +10.5%/yr over the last 8 — rolling over.

→ Revenue grew — did margins hold as it scaled? Next: 18.0% this quarter (+0.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Strides Pharma Science Ltd's operating margin is 18.0% in the Mar 26 quarter, +0.0 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 13 fiscal years the operating margin has ranged −17.0% to 19.0%. The current quarter sits inside that band.

Strides Pharma Science Ltd's operating margin is 18.0% in the Mar 26 quarter, +0.0 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 13 fiscal years the operating margin has ranged −17.0% to 19.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 18.0%, +0.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged −17.0%–19.0%, and FY26's 19.0% is the top of that band — a record year.

🚨 Why the margin moved: operating margin went −0.2 pp year on year while gross margin went +1.4 pp — the loss came mostly from the gross line: input costs and pricing.

Worth repeating from the valuation section: cheap against its own history on record margins is not the same thing as cheap — a record margin flatters every ratio built on top of it.

FY26: 19.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
the widest a −17.0–19.0% band over 13 years
operating marginYoY change (pp)
22%40%11%24%1.0%8.0%−9.4%−8.2%−20%−24%%%19%1%FY14FY20FY26
22%40%11%24%1.0%8.0%−9.4%−8.2%−20%−24%%%19%1%FY14FY20FY26
Mar 26: 18.0% operating margin (+0.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
21%17%18%13%16%8.0%13%3.4%10%−1.3%%%18%0%Jun 23Sep 24Mar 26
21%17%18%13%16%8.0%13%3.4%10%−1.3%%%18%0%Jun 23Sep 24Mar 26

→ Margins held — did that reach the bottom line? Next: profit +50.0% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Strides Pharma Science Ltd earned ₹129 Cr of net profit in the Mar 26 quarter, +50.0% year on year. It is the 3rd consecutive quarter of growth. Full-year FY26 profit was ₹575 Cr. The 10-year compound rate is 19.7%. That is 9.8% of the quarter's revenue. The same quarter a year earlier earned ₹86.0 Cr.

Strides Pharma Science Ltd earned ₹129 Cr of net profit in the Mar 26 quarter, +50.0% year on year. It is the 3rd consecutive quarter of growth. Full-year FY26 profit was ₹575 Cr. The 10-year compound rate is 19.7%. That is 9.8% of the quarter's revenue. The same quarter a year earlier earned ₹86.0 Cr.

Mar 26 profit was ₹129 Cr, +50.0% year on year — the 3rd consecutive quarter of growth. On the full year, FY26 printed ₹575 Cr (−84.0%), and the 10-year compound rate is 19.7%.

FY26 profit ₹575 Cr (−84.0% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
19.7% a year over 10 years
Net profitYoY growth
3.9k814%2.7k519%1.6k224%381−70%−800−365%₹ Cr%₹575−84%FY16FY21FY26
3.9k814%2.7k519%1.6k224%381−70%−800−365%₹ Cr%₹575−84%FY16FY21FY26
Mar 26: ₹129 Cr (+50.0% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
3rd straight quarter of growth
Net profit (quarterly)YoY growth
3.6k881%2.6k443%1.6k0.0%586−431%−429−868%₹ Cr%₹12950%Jun 23Sep 24Mar 26
3.6k881%2.6k443%1.6k0.0%586−431%−429−868%₹ Cr%₹12950%Jun 23Sep 24Mar 26

Why profit moved: revenue contributed +11.2% and the margin +0.0 pp — the quarter was revenue-led, with the margin roughly flat.

Pace comparison, last four quarters: profit +41.9% vs revenue +6.4%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

→ Profit rose — but did the cash follow? Next: 42% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 42% of Strides Pharma Science Ltd's reported profit arrived as operating cash — a gap worth watching. In FY26 that was ₹703 Cr of operating cash against ₹575 Cr of profit. After ₹644 Cr of capital spending, ₹59.0 Cr was left as free cash.

FY26: operating cash of ₹703 Cr against reported profit of ₹575 Cr, leaving free cash of ₹59.0 Cr after ₹644 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 42% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹703 Cr vs profit ₹575 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution. FY16/FY20 reflects an acquisition year — point shown clipped.
42% of 3-year profit arrived as cash
Operating cashNet profitFree cash
3.9k2.7k1.5k312−894₹ Cr₹703₹575₹59FY16FY21FY26
3.9k2.7k1.5k312−894₹ Cr₹703₹575₹59FY16FY21FY26
FY26: CFO = 122% of profit (three-year rate 42%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash; outlier years shown pinned.
Conversion100%
323%241%159%77%−4.6%%122%FY16FY21FY26
323%241%159%77%−4.6%%122%FY16FY21FY26

🚨 Why conversion sits at 42%: the cash cycle stretched 29 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving. Less than 70% of profit arriving as cash is the thing to watch on this page.

Router verdict: conversion is below par and the cash cycle has stretched 29 days — the next section's job is to find where the cash is stuck.

→ So follow the cash to where it goes. Next: the 157-day cycle, in money terms.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Strides Pharma Science Ltd's cash conversion cycle runs 157 days in FY26, up from 128 days in FY21. Capital spending ran ₹694 Cr over the last 3 years. At FY26 sales of ₹4,859 Cr each day of that cycle holds about ₹13.3 Cr, so roughly ₹2,090 Cr sits inside the business at any moment.

FY26: debtors at 97 days, inventory at 305 days — roughly 10.0 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 157 days, looser than FY21's 128.

The full loop: cash goes out to suppliers and production on day 0; stock waits 305 days to sell; customers pay about 97 days after that; and suppliers themselves are paid at 244 days — netting out to the 157-day cycle.

In money terms: at FY26 sales of ₹4,859 Cr, each day of the cycle holds about ₹13.3 Cr — so the 157-day loop keeps roughly ₹2,090 Cr sitting inside the business at any moment.

FY26: a 157-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
+29 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
35127119111030days157d305d97d244dFY14FY17FY20FY23FY26
35127119111030days157d305d97d244dFY14FY20FY26

On the investment side: capital spending of ₹694 Cr over the last 3 fiscal years against ₹608 Cr of depreciation — building somewhat ahead of wear-and-tear. Capital work-in-progress stands at ₹447 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹644 Cr, work-in-progress ₹447 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
steady investment
CapexWork-in-progress
3.1k1.9k669−540−1.7k₹ Cr₹644₹447FY16FY18FY21FY23FY26
3.1k1.9k669−540−1.7k₹ Cr₹644₹447FY16FY21FY26

The synthesis: the working-capital loop is the cash sink the router flagged — watch the cycle, not the P&L.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 18% and the ROIC − WACC spread is +0.2 pp.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Strides Pharma Science Ltd earns a ROCE of 18% in FY26. That is up from a trough of −5% in FY22. Return on invested capital clears the cost of that capital by +0.2 percentage points, so growth here adds value rather than only size. The wiring behind it is 11.8% net margin on 0.71× asset turns.

FY26 ROCE is 18%, recovered from a FY22 trough of −5% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 11.8% net margin × 0.71× asset turns × 2.19× balance-sheet leverage ≈ 18.3% on equity. Margin does its share; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 12.2% − 12.0% = a +0.2 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Positive but thin — value creation with little room for error.

FY26: ROCE 18% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY22's −5%
ROCEROIC (annual)WACC
122%88%54%20%−14%%18%13.9%FY14FY20FY26
122%88%54%20%−14%%18%13.9%FY14FY20FY26
Q4 FY26: ROCE 17.9% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
26%2.5%−21%−45%−69%%17.9%13.8%Q1 FY24Q2 FY25Q4 FY26
26%2.5%−21%−45%−69%%17.9%13.8%Q1 FY24Q2 FY25Q4 FY26

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.57.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

Strides Pharma Science Ltd carries total debt of ₹1,758 Cr against shareholder equity of ₹3,149 Cr as of Mar 26, a debt-to-equity of 0.56. On the annual view that ratio went from 1.27 in FY22 to 0.56 in FY26. Read the returns elsewhere on this page with that leverage in mind.

Mar 26: total debt of ₹1,758 Cr against shareholder equity of ₹3,149 Cr — a debt-to-equity of 0.56. On the annual view, debt-to-equity went from 1.27 (FY22) to 0.56 (FY26). Read the returns on this page with that leverage in mind.

FY26: debt ₹1,758 Cr at 0.56× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
3.3k1.5×2.5k1.2×1.6k1.0×8180.7×00.5×₹ Cr×₹1,7580.56×FY22FY24FY26
3.3k1.5×2.5k1.2×1.6k1.0×8180.7×00.5×₹ Cr×₹1,7580.56×FY22FY24FY26
Mar 26: debt ₹1,758 Cr, debt-to-equity 0.56 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
3.3k1.5×2.5k1.2×1.6k1.0×8180.7×00.5×₹ Cr×₹1,7580.56×Jun 23Sep 24Mar 26
3.3k1.5×2.5k1.2×1.6k1.0×8180.7×00.5×₹ Cr×₹1,7580.56×Jun 23Sep 24Mar 26

→ Who owns this, and are they adding or leaving? Next: Domestic institutions cut 2.8 points over 8 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Domestic institutions cut 2.8 points of Strides Pharma Science Ltd over 8 quarters, the biggest move on the register. That takes domestic institutions to 15.4% of the company. Promoters moved +2.1 points over the same window, to 27.9%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Domestic institutions: −2.8 points over 8 quarters to 15.4%; Promoters: +2.1 points over 8 quarters to 27.9%; Foreign institutions: +1.7 points over 8 quarters to 28.4%.

Why the register moved: rotation — foreign institutions +1.7 points against domestic institutions −2.8 points over 8 quarters, with promoters +2.1 points — one class of institutions handing the register to the other, not a verdict change by the people closest to the numbers.

Fiscal-year ends: promoters +2.0 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
33%28%23%17%12%%27.9%28.7%14.4%29.0%Mar 24Mar 25Mar 26
33%28%23%17%12%%27.9%28.7%14.4%29.0%Mar 24Mar 25Mar 26
Domestic institutions cut 2.8 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
37%31%24%18%11%%27.9%28.4%15.4%28.3%Jun 23Dec 24Jun 26
37%31%24%18%11%%27.9%28.4%15.4%28.3%Jun 23Dec 24Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Strides Pharma Science Ltd: the Z-score reads 2.65. A Z-score above roughly 3 reads as safe and below roughly 1.8 as the distress zone, so this sits in the grey band between the two. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure.

Why it matters: a Z-score of 2.65 sits in the grey band — neither clearly safe nor clearly distressed.

The safety line in one sentence: the Z-score reads 2.65.

Related companies · same sector · Pharma - Formulators Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Strides Pharma Science Ltd this page16.6×₹9,402 CrNo read
Sun Pharmaceutical Industries Ltd37.5×₹4.7L CrImproving
Torrent Pharmaceuticals Ltd86.1×₹1.9L CrConsistent
Cipla Ltd31.8×₹1.1L CrDeteriorating
Zydus Lifesciences Ltd20.4×₹1.1L CrConsistent
Lupin Ltd19.1×₹1.1L CrConsistent
Mankind Pharma Ltd51.4×₹1L CrTurning around
Dr Reddys Laboratories Ltd29.8×₹96,130 CrDeteriorating
Aurobindo Pharma Ltd25.1×₹88,979 CrMixed
Biocon Ltd182.0×₹70,672 CrDeteriorating
Alkem Laboratories Ltd27.6×₹67,357 CrMixed
Glenmark Pharmaceuticals Ltd21.0×₹61,858 CrNo read
Ipca Laboratories Ltd37.9×₹44,720 CrConsistent
Ajanta Pharma Ltd37.3×₹42,097 CrConsistent
J B Chemicals & Pharmaceuticals Ltd53.8×₹38,677 CrTopping out
Emcure Pharmaceuticals Ltd37.7×₹35,679 CrMixed
Wockhardt Ltd106.0×₹30,048 CrNo read
Rubicon Research Ltd102.0×₹25,141 CrNo read
ERIS Lifesciences Ltd30.7×₹19,409 CrTurning around
Caplin Point Laboratories Ltd29.2×₹18,753 CrConsistent
Natco Pharma Ltd11.6×₹16,504 CrTopping out
Alembic Pharmaceuticals Ltd21.4×₹15,678 CrTurning around
Corona Remedies Ltd64.7×₹12,923 CrNo read
Marksans Pharma Ltd26.7×₹11,161 CrConsistent
Akums Drugs & Pharmaceuticals Ltd40.3×₹10,818 CrNo read
Suven Life Sciences Ltd₹8,929 CrNo read
FDC Ltd22.6×₹6,723 CrTurning around
Bliss GVS Pharma Ltd37.4×₹4,927 CrTurning around
RPG Life Sciences Ltd44.3×₹4,858 Cr
Gufic BioSciences Ltd59.2×₹3,799 CrNo read
Kwality Pharmaceuticals Ltd42.5×₹2,886 CrConsistent
Kwality Pharmaceuticals Ltd36.6×₹2,483 CrConsistent
Sai Parenterals Ltd166.0×₹2,366 Cr
Indoco Remedies Ltd₹2,247 CrNo read
Fredun Pharmaceuticals Ltd45.4×₹1,480 CrNo read
Amrutanjan Health Care Ltd22.8×₹1,472 CrMixed
Accent Microcell Ltd27.1×₹1,187 CrNo read
Lincoln Pharmaceuticals Ltd13.2×₹1,162 CrTurning around
Bajaj Healthcare Ltd19.3×₹1,088 CrNo read
Bharat Parenterals Ltd₹990 CrNo read
12 · Frequently asked questions

Frequently asked questions

What is Strides Pharma Science Ltd's share price today?

Strides Pharma Science Ltd trades at ₹1,075, +21.9% over the past year. The company is valued at ₹9,402 Cr. The stock sits at 77% of its 52-week range of ₹796–₹1,157, +10.9% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 164 weeks in. — as of 24 July 2026.

What were Strides Pharma Science Ltd's latest quarterly results?

Strides Pharma Science Ltd reported revenue of ₹1,323 Cr and net profit of ₹129 Cr for the Mar 26 quarter. Revenue rose 11.2% and profit rose 50.0% year on year. Earnings per share were ₹13.77. The operating margin was 18.0%, 0.0 pp higher than a year earlier. — as of 24 July 2026.

What is Strides Pharma Science Ltd's revenue?

Strides Pharma Science Ltd reported revenue of ₹1,323 Cr in the Mar 26 quarter, +11.2% year on year. For the full FY26 fiscal year, revenue was ₹4,859 Cr (+6.4%). Over the last 10 years revenue compounded at 5.4% a year. — as of 24 July 2026.

What is Strides Pharma Science Ltd's profit?

Strides Pharma Science Ltd earned ₹129 Cr of net profit in the Mar 26 quarter, +50.0% year on year — the 3rd straight quarter of growth. Full-year FY26 profit was ₹575 Cr. The operating margin ran 18.0% in the latest quarter. — as of 24 July 2026.

What is Strides Pharma Science Ltd's market cap?

Strides Pharma Science Ltd's market capitalisation is ₹9,402 Cr at a share price of ₹1,075. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is Strides Pharma Science Ltd's P/E ratio?

Strides Pharma Science Ltd trades at a P/E of 16.6×, at the 52nd percentile of its own 10-year range, against a long-run median of 16.0×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Strides Pharma Science Ltd pay a dividend?

Yes — Strides Pharma Science Ltd's dividend payout was 8% of profit in FY26, and it recorded a payout in 10 of its last 13 reported fiscal years. 2 of those years show a negative ratio because profit itself was negative. — as of 24 July 2026.

Is Strides Pharma Science Ltd overvalued?

On its own history, Strides Pharma Science Ltd looks mid-range against its own history: its P/E of 16.6× sits at the 52nd percentile of its 10-year range (long-run median 16.0×). That is a percentile read against the stock's own past, not a price opinion or a direction call. One caveat: margins are the best this company has ever printed — cheap on record margins is not the same thing as cheap. — as of 24 July 2026.

Is Strides Pharma Science Ltd growing?

Yes — Strides Pharma Science Ltd is growing: latest-quarter revenue +11.2% year on year, profit +50.0%, and the margin +0.0 pp at 18.0%. The 10-year compound rates are 5.4% (revenue) and 19.7% (profit). The earnings engine currently reads: improving — as of 24 July 2026.

How is Strides Pharma Science Ltd performing?

Strides Pharma Science Ltd is in a confirmed uptrend, 164 weeks in. Its latest quarter's revenue rose 11.2% and profit rose 50.0% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 4 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

Is Strides Pharma Science Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 164 of stage 2), trading +10.9% versus its 200-day average and at 77% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Strides Pharma Science Ltd beating the market?

Not lately — on a trailing-13-week view Strides Pharma Science Ltd is currently behind the NIFTY 500 (4 weeks and counting; last ahead the week of 2026-06-25), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.3 years the stock moved +115% against the NIFTY 500's +274% — behind the index over the full window. — as of 24 July 2026.

Will Strides Pharma Science Ltd's share price go up?

This page publishes no price forecast for Strides Pharma Science Ltd. What it measures instead: the share price is ₹1,075, the price is in a confirmed uptrend 164 weeks in. Its P/E of 16.6× sits at the 52nd percentile of its own 10-year range. — as of 24 July 2026.

Who owns Strides Pharma Science Ltd?

Promoters hold 27.9% of Strides Pharma Science Ltd, foreign institutions 28.4%, domestic institutions 15.4% and the public 28.3% (latest quarter). The biggest move on the register over the last two years: Domestic institutions cut 2.8 points over 8 quarters. — as of 24 July 2026.

Does Strides Pharma Science Ltd have too much debt?

It is moderate — Strides Pharma Science Ltd's debt-to-equity is 0.57, and operating profit covers the interest bill 5×. FY26 borrowings were ₹1,758 Cr against equity of ₹3,107 Cr. Read the returns on this page with that leverage in mind — as of 24 July 2026.

What is Strides Pharma Science Ltd's capex?

Strides Pharma Science Ltd spent ₹694 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹644 Cr, with ₹447 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Strides Pharma Science Ltd's cash flow?

Strides Pharma Science Ltd generated ₹703 Cr of operating cash flow in FY26 and ₹59.0 Cr of free cash flow after ₹644 Cr of capital spending. Reported profit that year was ₹575 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Strides Pharma Science Ltd's profit real cash?

Not fully — over the last 3 fiscal years, 42% of Strides Pharma Science Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹703 Cr against reported profit of ₹575 Cr. The cash then goes mostly into the working-capital cycle. Cash-flow resolution is annual — as of 24 July 2026.

How financially safe is Strides Pharma Science Ltd?

On the balance sheet, the Z-score reads 2.65 — above roughly 3 is safe, below roughly 1.8 is the distress zone. That is in the grey band — neither clearly safe nor clearly distressed. — as of 24 July 2026.

Where is Strides Pharma Science Ltd in its business cycle?

Strides Pharma Science Ltd's FY26 operating margin was 19.0%, against a 13-year band of −17.0%–19.0%: the top of the band — a record year. Record profitability is late-cycle territory: every ratio flatters at the top, and the story leans on margins holding. The latest quarter ran 18.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Strides Pharma Science Ltd story?

The sharpest disagreement: profits are rising, but only 42% of the last 3 years' profit arrived as operating cash — the gap between the P&L and the bank account is the thing to watch. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Strides Pharma Science Ltd a stock worth studying right now?

This is not investment advice. The machine read: Strides Pharma Science Ltd is printing record margins on a fuller multiple. From here the earnings must do all the lifting. The sharpest open question: whether the cash starts following the profit. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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