India · Delayed Price · Currency is INR Advanced Enzyme Technologies Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw 2% YoY revenue growth but a 7% sequential decline, with EBITDA margin at 29%. Human Healthcare declined, while Animal Healthcare and Bioprocessing grew. Management targets 13–15% annual growth, with new R&D and B2C initiatives supporting future expansion.
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Q2 FY26 saw 26% YoY revenue growth and 42% YoY EBITDA growth, with broad-based gains across all segments. Management maintains mid-teens growth guidance due to tariff and global uncertainties, while R&D investment and new product development remain key priorities.
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Record quarterly revenue and double-digit growth were driven by strong human and animal healthcare segments, with margins impacted by tariffs and product mix. Management remains optimistic for sustained double-digit growth, supported by ongoing R&D investment and new business initiatives.
Fiscal Year 2025
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Revenue grew 2% year-over-year to INR 6,369 million in FY25, with EBITDA margin at 31% and PAT margin at 21%. Management expects mid double-digit growth in FY26, led by biocatalyst and human nutrition, while maintaining current margin levels.
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Q3 FY25 saw 5% year-over-year and 16% sequential revenue growth, with strong margins and segmental gains in bioprocessing and specialized manufacturing. Management expects single-digit growth for FY25, with a focus on innovation, U.S. expansion, and strategic acquisitions amid global uncertainties.
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Q2 saw revenue growth but margin pressure due to deferred sales and higher costs. Full-year growth guidance was revised to single digits, with H2 expected to be stronger as deferred revenue is recognized. U.S. sales remain robust, while R&D investment and new product development continue.
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Q1 FY25 delivered 5% revenue and 19% PAT growth year-over-year, with strong US sales offsetting softness in India and Europe. Management expects 12%-14% full-year growth, stable margins, and most gains in H2, supported by new product launches and ongoing R&D investment.