Anthem Biosciences Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 saw 18% revenue growth, record Q4 results, and strong margin expansion, driven by CRDMO and Specialty Ingredients. Capacity expansions and robust cash position support future growth, with management targeting 20%+ growth and maintaining high margins.
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Nine-month revenue grew to INR 1,513 crore with strong EBITDA margins above 41%. Management expects mid-teen revenue growth and EBITDA/PAT margins above 20% for FY 2026, supported by robust demand, new product approvals, and capacity expansions.
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Revenue and EBITDA grew strongly in H1 FY2026, driven by CRDMO, with margins at 41.4%. Four new commercial molecules were added, capacity expansions are on track, and management expects continued growth and robust margins for the year.
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Q1 FY 2026 saw 60% year-on-year revenue growth to INR 540 crore, driven by strong CRDMO performance and higher commercial molecule volumes. EBITDA margin was 38%, with steady outlook and ongoing capacity expansions funded by robust net cash.